FTDI
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First Trust Direct Indexing’s Forward Air FWRD Stock Holding History

First Trust Direct Indexing’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,215
Closed -$93K – 614
2020
Q4 		$93K Buy
+1,215
New +$84.3K 0.03% 527

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Direct Indexing's FWRD Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Forward Air (FWRD) in Q1 2021, closing a stake of 1,215 shares — an estimated $93K sold.

First Trust Direct Indexing first reported a position in FWRD in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 206 funds tracked by Wall St. Rank hold FWRD as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Forward Air position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,215 Forward Air shares in Q1 2021, an estimated $93K.
  • First Trust Direct Indexing first reported a position in Forward Air in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Forward Air position peaked at $93K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Forward Air as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.