Credit Suisse’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Credit Suisse’s Portfolio FKU Stock Details FKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-547	Closed	-$17.3K	–	3431
2022 Q4	$17.3K	Sell	547 -6,608	-92%	-$196K	﹤0.01%	3480
2022 Q3	$192K	Sell	7,155 -5,810	-45%	-$179K	﹤0.01%	3261
2022 Q2	$409K	Buy	12,965 +3,978	+44%	+$141K	﹤0.01%	2969
2022 Q1	$346K	Buy	+8,987	New	+$368K	﹤0.01%	3160
2020 Q1	–	Sell	-18,399	Closed	-$754K	–	4062
2019 Q4	$754K	Buy	18,399 +7,812	+74%	+$298K	﹤0.01%	3316
2019 Q3	$377K	Buy	+10,587	New	+$371K	﹤0.01%	3590
2019 Q2	–	Sell	-6,947	Closed	-$254K	–	4152
2019 Q1	$254K	Sell	6,947 -18,872	-73%	-$674K	﹤0.01%	3675
2018 Q4	$826K	Buy	+25,819	New	+$890K	﹤0.01%	2926
2016 Q3	–	Sell	-100,000	Closed	-$3.33M	–	4138
2016 Q2	$3.33M	Buy	+100,000	New	+$3.73M	﹤0.01%	1946

Other funds holding FKU

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Credit Suisse's FKU Position: Q1 2023 in Review

Credit Suisse sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2023, closing a stake of 547 shares — an estimated $17.3K sold.

Credit Suisse first reported a position in FKU in Q2 2016 and held it in 9 quarters. The position peaked at $3.33M in Q2 2016. 19 funds tracked by Wall St. Rank hold FKU as of Q1 2023.

Credit Suisse reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 547 First Trust United Kingdom AlphaDEX Fund shares in Q1 2023, an estimated $17.3K.
Credit Suisse first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2016 and held it in 9 quarters.
Credit Suisse's First Trust United Kingdom AlphaDEX Fund position peaked at $3.33M in Q2 2016.
19 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2023.

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