FTCM
AEL

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

First Trust Capital Management’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
2024
Q2 		– Sell
-1,473,868
Closed -$82.9M – 139
2024
Q1 		$82.9M Buy
1,473,868
+501,461
+52% +$27.9M 7.04% 1
2023
Q4 		$54.3M Buy
+972,407
New +$52.9M 4.16% 3

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Capital Management's AEL Position: Q2 2024 in Review

First Trust Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,473,868 shares — an estimated $82.9M sold.

First Trust Capital Management first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $82.9M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • First Trust Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • First Trust Capital Management sold 1,473,868 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $82.9M.
  • First Trust Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
  • First Trust Capital Management's American Equity Investment Life Holding Company position peaked at $82.9M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on First Trust Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.