Zurich Insurance Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,698	Closed	-$60K	–	502
2019 Q2	$60K	Hold	1,698	–	–	﹤0.01%	426
2019 Q1	$59K	Sell	1,698 -5,022	-75%	-$170K	﹤0.01%	410
2018 Q4	$208K	Sell	6,720 -34,269	-84%	-$1.15M	0.01%	401
2018 Q3	$1.57M	Buy	40,989 +846	+2%	+$32.8K	0.03%	315
2018 Q2	$1.54M	Sell	40,143 -18,157	-31%	-$730K	0.03%	348
2018 Q1	$2.34M	Sell	58,300 -24,671	-30%	-$993K	0.05%	362
2017 Q4	$3.24M	Buy	82,971 +33,823	+69%	+$1.29M	0.08%	310
2017 Q3	$1.85M	Buy	+49,148	New	+$1.79M	0.05%	393

Other funds holding FEP

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

RJA

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

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

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

RJFSA

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

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

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

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

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

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

Zurich Insurance Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2019, closing a stake of 1,698 shares — an estimated $60K sold.

Zurich Insurance Group first reported a position in FEP in Q3 2017 and held it in 8 quarters. The position peaked at $3.24M in Q4 2017. 91 funds tracked by Wall St. Rank hold FEP as of Q3 2019.

Zurich Insurance Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Zurich Insurance Group sold 1,698 First Trust Europe AlphaDEX Fund shares in Q3 2019, an estimated $60K.
Zurich Insurance Group first reported a position in First Trust Europe AlphaDEX Fund in Q3 2017 and held it in 8 quarters.
Zurich Insurance Group's First Trust Europe AlphaDEX Fund position peaked at $3.24M in Q4 2017.
91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2019.

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