Cypress Capital’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cypress Capital’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
2022 Q2	–	Sell	-2,299	Closed	-$245K	–	186
2022 Q1	$245K	Buy	2,299 +625	+37%	+$66K	0.03%	186
2021 Q4	$201K	Buy	+1,674	New	+$198K	0.02%	205

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

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

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

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

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

RJFSA

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

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

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

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

Cypress Capital's FTC Position: Q2 2022 in Review

Cypress Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 2,299 shares — an estimated $245K sold.

Cypress Capital first reported a position in FTC in Q4 2021 and held it in 2 quarters. The position peaked at $245K in Q1 2022. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Cypress Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Cypress Capital sold 2,299 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $245K.
Cypress Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Cypress Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $245K in Q1 2022.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Cypress Capital's 13F filing for Q2 2022, filed 4 Aug 2022.