Credit Suisse’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Credit Suisse’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-23,220	Closed	-$1.69M	–	4073
2019 Q4	$1.69M	Buy	+23,220	New	+$1.64M	﹤0.01%	2749
2019 Q1	–	Sell	-36,358	Closed	-$2.08M	–	4030
2018 Q4	$2.08M	Buy	+36,358	New	+$2.26M	﹤0.01%	2213
2018 Q2	–	Sell	-4,044	Closed	-$258K	–	4030
2018 Q1	$258K	Sell	4,044 -20,164	-83%	-$1.3M	﹤0.01%	3621
2017 Q4	$1.48M	Buy	+24,208	New	+$1.45M	﹤0.01%	2699
2017 Q2	–	Sell	-40,855	Closed	-$2.15M	–	3874
2017 Q1	$2.15M	Buy	40,855 +35,218	+625%	+$1.82M	﹤0.01%	2293
2016 Q4	$276K	Sell	5,637 -37,801	-87%	-$1.86M	﹤0.01%	3695
2016 Q3	$2.19M	Sell	43,438 -179,201	-80%	-$9.11M	﹤0.01%	2304
2016 Q2	$11.1M	Buy	222,639 +144,785	+186%	+$7.04M	0.01%	1085
2016 Q1	$3.76M	Buy	77,854 +70,230	+921%	+$3.22M	﹤0.01%	1734
2015 Q4	$368K	Buy	+7,624	New	+$368K	﹤0.01%	3572
2013 Q4	–	Sell	-18,274	Closed	-$679K	–	4619
2013 Q3	$679K	Buy	+18,274	New	+$663K	﹤0.01%	3282

Other funds holding FTC

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFEC

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

Credit Suisse's FTC Position: Q1 2020 in Review

Credit Suisse sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2020, closing a stake of 23,220 shares — an estimated $1.69M sold.

Credit Suisse first reported a position in FTC in Q3 2013 and held it in 11 quarters. The position peaked at $11.1M in Q2 2016. 123 funds tracked by Wall St. Rank hold FTC as of Q1 2020.

Credit Suisse reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 23,220 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $1.69M.
Credit Suisse first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2013 and held it in 11 quarters.
Credit Suisse's First Trust Large Cap Growth AlphaDEX Fund position peaked at $11.1M in Q2 2016.
123 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2020.

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