Credit Suisse’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Credit Suisse’s Portfolio FIXD Stock Details FIXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-51,386	Closed	-$2.66M	–	4061
2019 Q4	$2.66M	Buy	+51,386	New	+$2.69M	﹤0.01%	2381
2017 Q2	–	Sell	-65,710	Closed	-$3.29M	–	3865
2017 Q1	$3.29M	Buy	+65,710	New	+$3.29M	﹤0.01%	1959

Other funds holding FIXD

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Credit Suisse's FIXD Position: Q1 2020 in Review

Credit Suisse sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2020, closing a stake of 51,386 shares — an estimated $2.66M sold.

Credit Suisse first reported a position in FIXD in Q1 2017 and held it in 2 quarters. The position peaked at $3.29M in Q1 2017. 138 funds tracked by Wall St. Rank hold FIXD as of Q1 2020.

Credit Suisse reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 51,386 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2020, an estimated $2.66M.
Credit Suisse first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2017 and held it in 2 quarters.
Credit Suisse's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.29M in Q1 2017.
138 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2020.

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