Credit Suisse’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Credit Suisse’s Portfolio FTXO Stock Details FTXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,948	Closed	-$102K	–	4016
2022 Q3	$102K	Buy	3,948 +3,182	+415%	+$89.1K	﹤0.01%	3425
2022 Q2	$20K	Buy	+766	New	+$22K	﹤0.01%	3689
2020 Q2	–	Sell	-10,259	Closed	-$160K	–	4028
2020 Q1	$160K	Buy	+10,259	New	+$242K	﹤0.01%	3717
2019 Q3	–	Sell	-14,170	Closed	-$359K	–	4149
2019 Q2	$359K	Buy	+14,170	New	+$359K	﹤0.01%	3591
2018 Q4	–	Sell	-11,242	Closed	-$314K	–	3917
2018 Q3	$314K	Buy	+11,242	New	+$330K	﹤0.01%	3499
2017 Q2	–	Sell	-12,916	Closed	-$335K	–	3875
2017 Q1	$335K	Buy	+12,916	New	+$344K	﹤0.01%	3481

Other funds holding FTXO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Credit Suisse's FTXO Position: Q4 2022 in Review

Credit Suisse sold out of First Trust Nasdaq Bank ETF (FTXO) in Q4 2022, closing a stake of 3,948 shares — an estimated $102K sold.

Credit Suisse first reported a position in FTXO in Q1 2017 and held it in 6 quarters. The position peaked at $359K in Q2 2019. 88 funds tracked by Wall St. Rank hold FTXO as of Q4 2022.

Credit Suisse reported no remaining First Trust Nasdaq Bank ETF position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 3,948 First Trust Nasdaq Bank ETF shares in Q4 2022, an estimated $102K.
Credit Suisse first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 6 quarters.
Credit Suisse's First Trust Nasdaq Bank ETF position peaked at $359K in Q2 2019.
88 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.