Credit Suisse’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Credit Suisse’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,636	Closed	-$257K	–	4251
2020 Q1	$257K	Sell	8,636 -2,156	-20%	-$77.8K	﹤0.01%	3515
2019 Q4	$414K	Sell	10,792 -7,347	-41%	-$272K	﹤0.01%	3666
2019 Q3	$655K	Buy	+18,139	New	+$653K	﹤0.01%	3278

Other funds holding FMK

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse's FMK Position: Q2 2020 in Review

Credit Suisse sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q2 2020, closing a stake of 8,636 shares — an estimated $257K sold.

Credit Suisse first reported a position in FMK in Q3 2019 and held it in 3 quarters. The position peaked at $655K in Q3 2019. 16 funds tracked by Wall St. Rank hold FMK as of Q2 2020.

Credit Suisse reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Credit Suisse sold 8,636 First Trust Mega Cap AlphaDEX Fund shares in Q2 2020, an estimated $257K.
Credit Suisse first reported a position in First Trust Mega Cap AlphaDEX Fund in Q3 2019 and held it in 3 quarters.
Credit Suisse's First Trust Mega Cap AlphaDEX Fund position peaked at $655K in Q3 2019.
16 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q2 2020.

Based on Credit Suisse's 13F filing for Q2 2020, filed 12 Aug 2020.