Credit Suisse’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Credit Suisse’s Portfolio FYT Stock Details FYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,753	Closed	-$221K	–	4081
2019 Q4	$221K	Buy	+5,753	New	+$207K	﹤0.01%	3948
2019 Q3	–	Sell	-7,981	Closed	-$276K	–	4151
2019 Q2	$276K	Buy	+7,981	New	+$279K	﹤0.01%	3717
2019 Q1	–	Sell	-10,531	Closed	-$326K	–	4034
2018 Q4	$326K	Buy	+10,531	New	+$368K	﹤0.01%	3477
2017 Q4	–	Sell	-61,958	Closed	-$2.21M	–	4068
2017 Q3	$2.21M	Hold	61,958	–	–	﹤0.01%	2465
2017 Q2	$2.11M	Buy	61,958 +50,511	+441%	+$1.71M	﹤0.01%	2199
2017 Q1	$391K	Buy	11,447 +1,295	+13%	+$44.4K	﹤0.01%	3421
2016 Q4	$354K	Buy	+10,152	New	+$329K	﹤0.01%	3586
2014 Q3	–	Sell	-41,283	Closed	-$1.36M	–	4505
2014 Q2	$1.36M	Buy	+41,283	New	+$1.32M	﹤0.01%	3034

Other funds holding FYT

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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Credit Suisse's FYT Position: Q1 2020 in Review

Credit Suisse sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2020, closing a stake of 5,753 shares — an estimated $221K sold.

Credit Suisse first reported a position in FYT in Q2 2014 and held it in 8 quarters. The position peaked at $2.21M in Q3 2017. 24 funds tracked by Wall St. Rank hold FYT as of Q1 2020.

Credit Suisse reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 5,753 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $221K.
Credit Suisse first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2014 and held it in 8 quarters.
Credit Suisse's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.21M in Q3 2017.
24 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2020.

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