Zurich Insurance Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Zurich Insurance Group’s Portfolio FEM Stock Details FEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-17,128	Closed	-$429K	–	500
2019 Q2	$429K	Buy	17,128 +12,300	+255%	+$299K	0.01%	409
2019 Q1	$121K	Hold	4,828	–	–	﹤0.01%	404
2018 Q4	$110K	Sell	4,828 -2,540	-34%	-$59.5K	﹤0.01%	424
2018 Q3	$185K	Hold	7,368	–	–	﹤0.01%	440
2018 Q2	$191K	Buy	+7,368	New	+$207K	﹤0.01%	440

Other funds holding FEM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zurich Insurance Group's FEM Position: Q3 2019 in Review

Zurich Insurance Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2019, closing a stake of 17,128 shares — an estimated $429K sold.

Zurich Insurance Group first reported a position in FEM in Q2 2018 and held it in 5 quarters. The position peaked at $429K in Q2 2019. 104 funds tracked by Wall St. Rank hold FEM as of Q3 2019.

Zurich Insurance Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Zurich Insurance Group sold 17,128 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2019, an estimated $429K.
Zurich Insurance Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2018 and held it in 5 quarters.
Zurich Insurance Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $429K in Q2 2019.
104 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2019.

Based on Zurich Insurance Group's 13F filing for Q3 2019, filed 14 Nov 2019.