Credit Suisse’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Credit Suisse’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
2020 Q1	–	Sell	-35,626	Closed	-$946K	–	4056
2019 Q4	$946K	Buy	+35,626	New	+$877K	﹤0.01%	3168
2015 Q3	–	Sell	-8,954	Closed	-$206K	–	4332
2015 Q2	$206K	Buy	+8,954	New	+$218K	﹤0.01%	4213
2015 Q1	–	Sell	-115,019	Closed	-$2.48M	–	4418
2014 Q4	$2.48M	Sell	115,019 -17,318	-13%	-$397K	﹤0.01%	2359
2014 Q3	$3.14M	Buy	132,337 +868	+0.7%	+$22.3K	﹤0.01%	2119
2014 Q2	$3.31M	Buy	131,469 +53,692	+69%	+$1.31M	﹤0.01%	2309
2014 Q1	$1.86M	Buy	77,777 +6,151	+9%	+$145K	﹤0.01%	2562
2013 Q4	$1.78M	Buy	+71,626	New	+$1.78M	﹤0.01%	2774

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

PAG

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

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

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

Credit Suisse's FEM Position: Q1 2020 in Review

Credit Suisse sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2020, closing a stake of 35,626 shares — an estimated $946K sold.

Credit Suisse first reported a position in FEM in Q4 2013 and held it in 7 quarters. The position peaked at $3.31M in Q2 2014. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2020.

Credit Suisse reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 35,626 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2020, an estimated $946K.
Credit Suisse first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2013 and held it in 7 quarters.
Credit Suisse's First Trust Emerging Markets AlphaDEX Fund position peaked at $3.31M in Q2 2014.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2020.

Based on Credit Suisse's 13F filing for Q1 2020, filed 13 May 2020.