First Trust Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-45,624	Closed	-$2.45M	–	2462
2023 Q3	$2.45M	Sell	45,624 -189,306	-81%	-$10.1M	﹤0.01%	1598
2023 Q2	$12.2M	Buy	234,930 +63,001	+37%	+$2.53M	0.01%	947
2023 Q1	$6.27M	Sell	171,929 -16,806	-9%	-$714K	0.01%	1131
2022 Q4	$8.61M	Buy	188,735 +72,877	+63%	+$2.93M	0.01%	1009
2022 Q3	$4.32M	Sell	115,858 -8,495	-7%	-$319K	0.01%	1269
2022 Q2	$4.55M	Buy	124,353 +19,985	+19%	+$761K	0.01%	1277
2022 Q1	$4.17M	Sell	104,368 -49,560	-32%	-$2M	﹤0.01%	1434
2021 Q4	$5.99M	Buy	153,928 +8,351	+6%	+$291K	0.01%	1279
2021 Q3	$4.3M	Sell	145,577 -22,503	-13%	-$702K	﹤0.01%	1414
2021 Q2	$5.43M	Buy	168,080 +26,233	+18%	+$828K	0.01%	1299
2021 Q1	$4.47M	Buy	141,847 +62,829	+80%	+$1.87M	0.01%	1308
2020 Q4	$2.19M	Buy	79,018 +11,673	+17%	+$322K	﹤0.01%	1527
2020 Q3	$1.48M	Buy	67,345 +27,898	+71%	+$666K	﹤0.01%	1541
2020 Q2	$975K	Buy	39,447 +24,649	+167%	+$514K	﹤0.01%	1746
2020 Q1	$278K	Sell	14,798 -39,894	-73%	-$1.02M	﹤0.01%	2098
2019 Q4	$1.64M	Sell	54,692 -53,041	-49%	-$1.44M	﹤0.01%	1658
2019 Q3	$2.61M	Sell	107,733 -6,483	-6%	-$157K	﹤0.01%	1377
2019 Q2	$3.1M	Buy	114,216 +20,970	+22%	+$600K	0.01%	1319
2019 Q1	$2.52M	Buy	93,246 +24,396	+35%	+$739K	0.01%	1416
2018 Q4	$1.92M	Buy	68,850 +24,219	+54%	+$778K	﹤0.01%	1501
2018 Q3	$1.58M	Sell	44,631 -4,918	-10%	-$178K	﹤0.01%	1788
2018 Q2	$1.78M	Sell	49,549 -11,134	-18%	-$359K	﹤0.01%	1675
2018 Q1	$1.78M	Buy	60,683 +13,720	+29%	+$439K	﹤0.01%	1535
2017 Q4	$1.44M	Buy	46,963 +743	+2%	+$22.5K	﹤0.01%	1700
2017 Q3	$1.34M	Buy	46,220 +28,643	+163%	+$790K	﹤0.01%	1706
2017 Q2	$462K	Sell	17,577 -5,050	-22%	-$123K	﹤0.01%	2094
2017 Q1	$535K	Sell	22,627 -26,211	-54%	-$651K	﹤0.01%	2065
2016 Q4	$1.1M	Sell	48,838 -58,381	-54%	-$1.17M	﹤0.01%	1773
2016 Q3	$1.9M	Buy	107,219 +5,836	+6%	+$96.4K	0.01%	1359
2016 Q2	$1.45M	Buy	101,383 +49,433	+95%	+$747K	﹤0.01%	1480
2016 Q1	$873K	Sell	51,950 -12,573	-19%	-$204K	﹤0.01%	1734
2015 Q4	$1.55M	Buy	64,523 +17,603	+38%	+$449K	﹤0.01%	1539
2015 Q3	$1.09M	Buy	46,920 +23,057	+97%	+$594K	﹤0.01%	1701
2015 Q2	$644K	Sell	23,863 -78,152	-77%	-$2.14M	﹤0.01%	1914
2015 Q1	$2.97M	Buy	+102,015	New	+$2.86M	0.01%	1267

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

First Trust Advisors's AEL Position: Q4 2023 in Review

First Trust Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 45,624 shares — an estimated $2.45M sold.

First Trust Advisors first reported a position in AEL in Q1 2015 and held it in 35 quarters. The position peaked at $12.2M in Q2 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

First Trust Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
First Trust Advisors sold 45,624 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $2.45M.
First Trust Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2015 and held it in 35 quarters.
First Trust Advisors's American Equity Investment Life Holding Company position peaked at $12.2M in Q2 2023.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on First Trust Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.