CS
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Credit Suisse’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Credit Suisse’s Portfolio FYX Stock Details FYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,149
Closed -$229K – 4019
2022
Q3 		$229K Buy
3,149
+1,799
+133% +$146K ﹤0.01% 3196
2022
Q2 		$103K Buy
+1,350
New +$113K ﹤0.01% 3522
2021
Q1 		– Sell
-7,431
Closed -$572K – 4396
2020
Q4 		$572K Sell
7,431
-4,723
-39% -$323K ﹤0.01% 3733
2020
Q3 		$703K Sell
12,154
-11,356
-48% -$654K ﹤0.01% 3178
2020
Q2 		$1.28M Sell
23,510
-93,082
-80% -$4.58M ﹤0.01% 2737
2020
Q1 		$4.79M Buy
116,592
+37,534
+47% +$2.12M ﹤0.01% 1571
2019
Q4 		$5.13M Buy
79,058
+8,391
+12% +$522K ﹤0.01% 1858
2019
Q3 		$4.25M Buy
70,667
+12,846
+22% +$771K ﹤0.01% 1884
2019
Q2 		$3.56M Sell
57,821
-13,528
-19% -$829K ﹤0.01% 2019
2019
Q1 		$4.4M Sell
71,349
-7,732
-10% -$470K ﹤0.01% 1807
2018
Q4 		$4.28M Buy
79,081
+71,644
+963% +$4.35M ﹤0.01% 1684
2018
Q3 		$513K Buy
7,437
+2,034
+38% +$139K ﹤0.01% 3282
2018
Q2 		$357K Sell
5,403
-17,037
-76% -$1.09M ﹤0.01% 3569
2018
Q1 		$1.35M Buy
+22,440
New +$1.38M ﹤0.01% 2746
2017
Q4 		– Sell
-58,639
Closed -$3.46M – 4069
2017
Q3 		$3.46M Buy
58,639
+36,233
+162% +$2.02M ﹤0.01% 2083
2017
Q2 		$1.25M Buy
+22,406
New +$1.22M ﹤0.01% 2558
2016
Q4 		– Sell
-4,203
Closed -$209K – 4136
2016
Q3 		$209K Buy
+4,203
New +$205K ﹤0.01% 3792
2014
Q4 		– Sell
-32,374
Closed -$1.45M – 4630
2014
Q3 		$1.45M Sell
32,374
-33,183
-51% -$1.57M ﹤0.01% 2736
2014
Q2 		$3.22M Buy
65,557
+58,580
+840% +$2.78M ﹤0.01% 2333
2014
Q1 		$340K Buy
6,977
+1,390
+25% +$66.3K ﹤0.01% 4004
2013
Q4 		$272K Buy
+5,587
New +$258K ﹤0.01% 4146

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse's FYX Position: Q4 2022 in Review

Credit Suisse sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2022, closing a stake of 3,149 shares — an estimated $229K sold.

Credit Suisse first reported a position in FYX in Q4 2013 and held it in 21 quarters. The position peaked at $5.13M in Q4 2019. 128 funds tracked by Wall St. Rank hold FYX as of Q4 2022.

  • Credit Suisse reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 3,149 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $229K.
  • Credit Suisse first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2013 and held it in 21 quarters.
  • Credit Suisse's First Trust Small Cap Core AlphaDEX Fund position peaked at $5.13M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2022.

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