Credit Suisse’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Credit Suisse’s Portfolio FSZ Stock Details FSZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$16.5K	–	3439
2022 Q4	$16.5K	Sell	300 -3,853	-93%	-$197K	﹤0.01%	3486
2022 Q3	$192K	Buy	4,153 +2,750	+196%	+$144K	﹤0.01%	3262
2022 Q2	$74K	Sell	1,403 -2,124	-60%	-$124K	﹤0.01%	3579
2022 Q1	$226K	Buy	+3,527	New	+$231K	﹤0.01%	3343
2021 Q4	–	Sell	-7,016	Closed	-$459K	–	4560
2021 Q3	$459K	Buy	7,016 +610	+10%	+$42.2K	﹤0.01%	3858
2021 Q2	$426K	Buy	+6,406	New	+$424K	﹤0.01%	3931
2021 Q1	–	Sell	-6,013	Closed	-$363K	–	4389
2020 Q4	$363K	Buy	6,013 +945	+19%	+$53.4K	﹤0.01%	3915
2020 Q3	$273K	Buy	+5,068	New	+$265K	﹤0.01%	3698
2020 Q2	–	Sell	-21,365	Closed	-$895K	–	4025
2020 Q1	$895K	Buy	21,365 +9,795	+85%	+$492K	﹤0.01%	2737
2019 Q4	$625K	Buy	+11,570	New	+$591K	﹤0.01%	3432
2019 Q3	–	Sell	-4,265	Closed	-$219K	–	4147
2019 Q2	$219K	Sell	4,265 -18,815	-82%	-$934K	﹤0.01%	3817
2019 Q1	$1.11M	Buy	+23,080	New	+$1.08M	﹤0.01%	2806
2018 Q3	–	Sell	-8,506	Closed	-$428K	–	3857
2018 Q2	$428K	Buy	+8,506	New	+$443K	﹤0.01%	3506
2016 Q3	–	Sell	-50,000	Closed	-$1.93M	–	4140
2016 Q2	$1.93M	Buy	+50,000	New	+$2.01M	﹤0.01%	2356
2015 Q2	–	Sell	-5,900	Closed	-$238K	–	4554
2015 Q1	$238K	Buy	+5,900	New	+$231K	﹤0.01%	3985

Other funds holding FSZ

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Credit Suisse's FSZ Position: Q1 2023 in Review

Credit Suisse sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2023, closing a stake of 300 shares — an estimated $16.5K sold.

Credit Suisse first reported a position in FSZ in Q1 2015 and held it in 15 quarters. The position peaked at $1.93M in Q2 2016. 20 funds tracked by Wall St. Rank hold FSZ as of Q1 2023.

Credit Suisse reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 300 First Trust Switzerland AlphaDEX Fund shares in Q1 2023, an estimated $16.5K.
Credit Suisse first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2015 and held it in 15 quarters.
Credit Suisse's First Trust Switzerland AlphaDEX Fund position peaked at $1.93M in Q2 2016.
20 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2023.

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