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Credit Suisse’s First Trust Developed Markets ex-US Small Cap AlphaDEX Fund FDTS Stock Holding History

Credit Suisse’s Portfolio FDTS Stock Details FDTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,114
Closed -$41.8K – 3425
2022
Q4 		$41.8K Sell
1,114
-8,794
-89% -$318K ﹤0.01% 3421
2022
Q3 		$324K Sell
9,908
-6,733
-40% -$247K ﹤0.01% 3041
2022
Q2 		$604K Buy
+16,641
New +$678K ﹤0.01% 2723
2022
Q1 		– Sell
-6,057
Closed -$278K – 3854
2021
Q4 		$278K Buy
+6,057
New +$283K ﹤0.01% 4147
2021
Q1 		– Sell
-18,814
Closed -$799K – 4375
2020
Q4 		$799K Buy
18,814
+3,555
+23% +$138K ﹤0.01% 3493
2020
Q3 		$557K Sell
15,259
-1,687
-10% -$59.8K ﹤0.01% 3325
2020
Q2 		$552K Buy
+16,946
New +$512K ﹤0.01% 3260
2020
Q1 		– Sell
-16,332
Closed -$630K – 4055
2019
Q4 		$630K Sell
16,332
-2,182
-12% -$80.7K ﹤0.01% 3427
2019
Q3 		$652K Buy
18,514
+11,845
+178% +$416K ﹤0.01% 3280
2019
Q2 		$241K Sell
6,669
-7,049
-51% -$255K ﹤0.01% 3780
2019
Q1 		$507K Sell
13,718
-10,612
-44% -$384K ﹤0.01% 3324
2018
Q4 		$811K Buy
24,330
+18,400
+310% +$670K ﹤0.01% 2941
2018
Q3 		$247K Buy
+5,930
New +$244K ﹤0.01% 3592
2018
Q1 		– Sell
-5,400
Closed -$240K – 4015
2017
Q4 		$240K Buy
+5,400
New +$232K ﹤0.01% 3693

Other funds holding FDTS

WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Credit Suisse's FDTS Position: Q1 2023 in Review

Credit Suisse sold out of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) in Q1 2023, closing a stake of 1,114 shares — an estimated $41.8K sold.

Credit Suisse first reported a position in FDTS in Q4 2017 and held it in 14 quarters. The position peaked at $811K in Q4 2018. 14 funds tracked by Wall St. Rank hold FDTS as of Q1 2023.

  • Credit Suisse reported no remaining First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 1,114 First Trust Developed Markets ex-US Small Cap AlphaDEX Fund shares in Q1 2023, an estimated $41.8K.
  • Credit Suisse first reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in Q4 2017 and held it in 14 quarters.
  • Credit Suisse's First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position peaked at $811K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.