First Trust Direct Indexing’s China Life Insurance Company Ltd. LFC Stock Holding History

First Trust Direct Indexing’s Portfolio LFC Stock Details LFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-64,191	Closed	-$555K	–	682
2022 Q2	$555K	Buy	64,191 +28,663	+81%	+$218K	0.08%	327
2022 Q1	$270K	Buy	35,528 +23,639	+199%	+$199K	0.03%	534
2021 Q4	$98K	Buy	+11,889	New	+$102K	0.01%	646
2021 Q1	–	Sell	-237	Closed	-$3K	–	1074
2020 Q4	$3K	Buy	+237	New	+$2.71K	﹤0.01%	1083

Other funds holding LFC

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

SSG

Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

First Trust Direct Indexing's LFC Position: Q3 2022 in Review

First Trust Direct Indexing sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 64,191 shares — an estimated $555K sold.

First Trust Direct Indexing first reported a position in LFC in Q4 2020 and held it in 4 quarters. The position peaked at $555K in Q2 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

First Trust Direct Indexing reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
First Trust Direct Indexing sold 64,191 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $555K.
First Trust Direct Indexing first reported a position in China Life Insurance Company Ltd. in Q4 2020 and held it in 4 quarters.
First Trust Direct Indexing's China Life Insurance Company Ltd. position peaked at $555K in Q2 2022.
13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on First Trust Direct Indexing's 13F filing for Q3 2022, filed 27 Oct 2022.