Zurich Insurance Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,464	Closed	-$301K	–	501
2019 Q2	$301K	Buy	8,464 +5,300	+168%	+$183K	0.01%	413
2019 Q1	$112K	Hold	3,164	–	–	﹤0.01%	405
2018 Q4	$101K	Hold	3,164	–	–	﹤0.01%	426
2018 Q3	$114K	Sell	3,164 -3,056	-49%	-$115K	﹤0.01%	448
2018 Q2	$238K	Buy	+6,220	New	+$259K	0.01%	438

Other funds holding FEMS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Zurich Insurance Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2019, closing a stake of 8,464 shares — an estimated $301K sold.

Zurich Insurance Group first reported a position in FEMS in Q2 2018 and held it in 5 quarters. The position peaked at $301K in Q2 2019. 51 funds tracked by Wall St. Rank hold FEMS as of Q3 2019.

Zurich Insurance Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Zurich Insurance Group sold 8,464 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2019, an estimated $301K.
Zurich Insurance Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2018 and held it in 5 quarters.
Zurich Insurance Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $301K in Q2 2019.
51 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2019.

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