First Trust Advisors
NWLI

First Trust Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

First Trust Advisors’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,471
Closed -$1.68M – 2432
2023
Q4 		$1.68M Buy
+3,471
New +$1.65M ﹤0.01% 1793
2023
Q3 		– Sell
-6,451
Closed -$2.68M – 2521
2023
Q2 		$2.68M Buy
6,451
+48
+0.7% +$15.3K ﹤0.01% 1565
2023
Q1 		$1.55M Buy
6,403
+488
+8% +$127K ﹤0.01% 1806
2022
Q4 		$1.66M Sell
5,915
-411
-6% -$87.6K ﹤0.01% 1781
2022
Q3 		$1.08M Buy
6,326
+2,942
+87% +$573K ﹤0.01% 1968
2022
Q2 		$686K Sell
3,384
-93
-3% -$19K ﹤0.01% 2111
2022
Q1 		$732K Sell
3,477
-202
-5% -$43.1K ﹤0.01% 2145
2021
Q4 		$789K Buy
3,679
+455
+14% +$99K ﹤0.01% 2148
2021
Q3 		$679K Buy
+3,224
New +$700K ﹤0.01% 2177
2020
Q4 		– Sell
-6,562
Closed -$1.2M – 2435
2020
Q3 		$1.2M Buy
6,562
+800
+14% +$164K ﹤0.01% 1663
2020
Q2 		$1.17M Sell
5,762
-226
-4% -$43.1K ﹤0.01% 1661
2020
Q1 		$1.03M Sell
5,988
-610
-9% -$149K ﹤0.01% 1606
2019
Q4 		$1.92M Sell
6,598
-653
-9% -$175K ﹤0.01% 1580
2019
Q3 		$1.95M Sell
7,251
-142
-2% -$37.4K ﹤0.01% 1551
2019
Q2 		$1.9M Buy
7,393
+1,703
+30% +$453K ﹤0.01% 1590
2019
Q1 		$1.49M Sell
5,690
-1,069
-16% -$314K ﹤0.01% 1682
2018
Q4 		$2.03M Sell
6,759
-957
-12% -$280K ﹤0.01% 1468
2018
Q3 		$2.46M Buy
7,716
+1,351
+21% +$434K ﹤0.01% 1549
2018
Q2 		$1.96M Buy
6,365
+752
+13% +$235K ﹤0.01% 1634
2018
Q1 		$1.71M Buy
5,613
+369
+7% +$117K ﹤0.01% 1560
2017
Q4 		$1.74M Buy
5,244
+148
+3% +$51.7K ﹤0.01% 1602
2017
Q3 		$1.78M Sell
5,096
-377
-7% -$127K ﹤0.01% 1545
2017
Q2 		$1.75M Buy
+5,473
New +$1.71M ﹤0.01% 1576
2016
Q4 		– Sell
-9,098
Closed -$1.87M – 2522
2016
Q3 		$1.87M Buy
9,098
+1,778
+24% +$350K 0.01% 1369
2016
Q2 		$1.43M Buy
+7,320
New +$1.56M ﹤0.01% 1486

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

First Trust Advisors's NWLI Position: Q1 2024 in Review

First Trust Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2024, closing a stake of 3,471 shares — an estimated $1.68M sold.

First Trust Advisors first reported a position in NWLI in Q2 2016 and held it in 25 quarters. The position peaked at $2.68M in Q2 2023. 155 funds tracked by Wall St. Rank hold NWLI as of Q1 2024.

  • First Trust Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 3,471 National Western Life Group, Inc. Class A shares in Q1 2024, an estimated $1.68M.
  • First Trust Advisors first reported a position in National Western Life Group, Inc. Class A in Q2 2016 and held it in 25 quarters.
  • First Trust Advisors's National Western Life Group, Inc. Class A position peaked at $2.68M in Q2 2023.
  • 155 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2024.

Based on First Trust Advisors's 13F filing for Q1 2024, filed 13 May 2024.