First Trust Advisors
TWIN icon

First Trust Advisors’s Twin Disc TWIN Stock Holding History

First Trust Advisors’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,168
Closed -$311K – 2735
2025
Q2 		$311K Buy
35,168
+1,378
+4% +$10.2K ﹤0.01% 2409
2025
Q1 		$256K Sell
33,790
-485
-1% -$4.71K ﹤0.01% 2410
2024
Q4 		$403K Sell
34,275
-3,563
-9% -$42.5K ﹤0.01% 2313
2024
Q3 		$473K Buy
+37,838
New +$485K ﹤0.01% 2181
2019
Q3 		– Sell
-18,027
Closed -$272K – 2482
2019
Q2 		$272K Sell
18,027
-122
-0.7% -$1.9K ﹤0.01% 2302
2019
Q1 		$302K Buy
18,149
+221
+1% +$3.77K ﹤0.01% 2264
2018
Q4 		$264K Buy
17,928
+4,590
+34% +$84.5K ﹤0.01% 2294
2018
Q3 		$307K Buy
+13,338
New +$339K ﹤0.01% 2306

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $79.8M AUM 78.34% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return