First Trust Advisors’s Sunworks, Inc. SUNW Stock Holding History

First Trust Advisors’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-248,637	Closed	-$763K	–	2606
2021 Q4	$763K	Buy	248,637 +39,453	+19%	+$202K	﹤0.01%	2157
2021 Q3	$1.28M	Buy	+209,184	New	+$1.64M	﹤0.01%	1947

Other funds holding SUNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

First Trust Advisors's SUNW Position: Q1 2022 in Review

First Trust Advisors sold out of Sunworks, Inc. (SUNW) in Q1 2022, closing a stake of 248,637 shares — an estimated $763K sold.

First Trust Advisors first reported a position in SUNW in Q3 2021 and held it in 2 quarters. The position peaked at $1.28M in Q3 2021. 58 funds tracked by Wall St. Rank hold SUNW as of Q1 2022.

First Trust Advisors reported no remaining Sunworks, Inc. position as of Q1 2022 after selling out during the quarter.
First Trust Advisors sold 248,637 Sunworks, Inc. shares in Q1 2022, an estimated $763K.
First Trust Advisors first reported a position in Sunworks, Inc. in Q3 2021 and held it in 2 quarters.
First Trust Advisors's Sunworks, Inc. position peaked at $1.28M in Q3 2021.
58 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2022.

Based on First Trust Advisors's 13F filing for Q1 2022, filed 13 May 2022.