Credit Suisse’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Credit Suisse’s Portfolio FYC Stock Details FYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-58,759	Closed	-$2.74M	–	4080
2019 Q4	$2.74M	Sell	58,759 -5,444	-8%	-$245K	﹤0.01%	2359
2019 Q3	$2.82M	Buy	64,203 +3,403	+6%	+$155K	﹤0.01%	2208
2019 Q2	$2.83M	Sell	60,800 -3,844	-6%	-$176K	﹤0.01%	2185
2019 Q1	$2.98M	Sell	64,644 -1,310	-2%	-$58.6K	﹤0.01%	2083
2018 Q4	$2.65M	Buy	65,954 +15,954	+32%	+$716K	﹤0.01%	2037
2018 Q3	$2.62M	Hold	50,000	–	–	﹤0.01%	2160
2018 Q2	$2.43M	Buy	+50,000	New	+$2.32M	﹤0.01%	2296
2017 Q4	–	Sell	-5,019	Closed	-$207K	–	4067
2017 Q3	$207K	Buy	+5,019	New	+$195K	﹤0.01%	3918

Other funds holding FYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse's FYC Position: Q1 2020 in Review

Credit Suisse sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2020, closing a stake of 58,759 shares — an estimated $2.74M sold.

Credit Suisse first reported a position in FYC in Q3 2017 and held it in 8 quarters. The position peaked at $2.98M in Q1 2019. 60 funds tracked by Wall St. Rank hold FYC as of Q1 2020.

Credit Suisse reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 58,759 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $2.74M.
Credit Suisse first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2017 and held it in 8 quarters.
Credit Suisse's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.98M in Q1 2019.
60 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2020.

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