Credit Suisse’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Credit Suisse’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,835	Closed	-$1.02M	–	3195
2023 Q1	$1.02M	Hold	28,835	–	–	﹤0.01%	2313
2022 Q4	$1.05M	Sell	28,835 -10,200	-26%	-$368K	﹤0.01%	2310
2022 Q3	$1.25M	Sell	39,035 -7,013	-15%	-$250K	﹤0.01%	2162
2022 Q2	$1.62M	Buy	+46,048	New	+$1.72M	﹤0.01%	2052
2020 Q1	–	Sell	-52,735	Closed	-$1.72M	–	4054
2019 Q4	$1.72M	Buy	52,735 +27,805	+112%	+$885K	﹤0.01%	2734
2019 Q3	$774K	Buy	24,930 +16,309	+189%	+$498K	﹤0.01%	3185
2019 Q2	$264K	Sell	8,621 -56,571	-87%	-$1.71M	﹤0.01%	3744
2019 Q1	$1.97M	Buy	65,192 +57,709	+771%	+$1.67M	﹤0.01%	2382
2018 Q4	$204K	Sell	7,483 -45,940	-86%	-$1.33M	﹤0.01%	3660
2018 Q3	$1.59M	Sell	53,423 -10,480	-16%	-$309K	﹤0.01%	2525
2018 Q2	$1.83M	Sell	63,903 -46,355	-42%	-$1.32M	﹤0.01%	2543
2018 Q1	$3.11M	Sell	110,258 -111,997	-50%	-$3.29M	﹤0.01%	2070
2017 Q4	$6.69M	Buy	222,255 +102,749	+86%	+$3.02M	0.01%	1560
2017 Q3	$3.47M	Sell	119,506 -61,909	-34%	-$1.76M	﹤0.01%	2081
2017 Q2	$5.1M	Sell	181,415 -16,221	-8%	-$463K	0.01%	1620
2017 Q1	$5.69M	Buy	197,636 +20,172	+11%	+$576K	0.01%	1565
2016 Q4	$4.92M	Sell	177,464 -175,513	-50%	-$4.76M	﹤0.01%	1661
2016 Q3	$9.63M	Sell	352,977 -53,401	-13%	-$1.46M	0.01%	1222
2016 Q2	$10.9M	Sell	406,378 -27,061	-6%	-$701K	0.01%	1093
2016 Q1	$11.1M	Buy	433,439 +406,548	+1,512%	+$9.86M	0.01%	1051
2015 Q4	$637K	Sell	26,891 -153,740	-85%	-$3.63M	﹤0.01%	3191
2015 Q3	$4M	Buy	180,631 +141,720	+364%	+$3.22M	﹤0.01%	1722
2015 Q2	$887K	Buy	38,911 +26,791	+221%	+$635K	﹤0.01%	3287
2015 Q1	$282K	Buy	+12,120	New	+$290K	﹤0.01%	3900
2014 Q1	–	Sell	-334,272	Closed	-$7.32M	–	4715
2013 Q4	$7.32M	Buy	+334,272	New	+$7.21M	0.01%	1510
2013 Q3	–	Sell	-248,875	Closed	-$5.13M	–	4247
2013 Q2	$5.13M	Buy	+248,875	New	+$5.25M	0.01%	1541

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Credit Suisse's FDL Position: Q2 2023 in Review

Credit Suisse sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2023, closing a stake of 28,835 shares — an estimated $1.02M sold.

Credit Suisse first reported a position in FDL in Q2 2013 and held it in 26 quarters. The position peaked at $11.1M in Q1 2016. 347 funds tracked by Wall St. Rank hold FDL as of Q2 2023.

Credit Suisse reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2023 after selling out during the quarter.
Credit Suisse sold 28,835 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2023, an estimated $1.02M.
Credit Suisse first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2013 and held it in 26 quarters.
Credit Suisse's First Trust Morningstar Dividend Leaders Index Fund position peaked at $11.1M in Q1 2016.
347 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.