Cypress Capital’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Cypress Capital’s Portfolio FXD Stock Details FXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-28,253	Closed	-$1.26M	–	124
2022 Q2	$1.26M	Hold	28,253	–	–	0.18%	94
2022 Q1	$1.54M	Hold	28,253	–	–	0.19%	89
2021 Q4	$1.75M	Hold	28,253	–	–	0.2%	87
2021 Q3	$1.67M	Buy	+28,253	New	+$1.73M	0.21%	77

Other funds holding FXD

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJFSA

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

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

RJA

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

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

Cypress Capital's FXD Position: Q3 2022 in Review

Cypress Capital sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2022, closing a stake of 28,253 shares — an estimated $1.26M sold.

Cypress Capital first reported a position in FXD in Q3 2021 and held it in 4 quarters. The position peaked at $1.75M in Q4 2021. 110 funds tracked by Wall St. Rank hold FXD as of Q3 2022.

Cypress Capital reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 28,253 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2022, an estimated $1.26M.
Cypress Capital first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2021 and held it in 4 quarters.
Cypress Capital's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $1.75M in Q4 2021.
110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.