Cypress Capital’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Cypress Capital’s Portfolio FXL Stock Details FXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13	Closed	-$1K	–	88
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	98
2020 Q4	$1K	Buy	+13	New	+$1.32K	﹤0.01%	90
2019 Q2	–	Sell	-19,467	Closed	-$1.24M	–	65
2019 Q1	$1.24M	Sell	19,467 -6,713	-26%	-$405K	0.52%	30
2018 Q4	$1.38M	Buy	+26,180	New	+$1.45M	0.63%	27

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cypress Capital's FXL Position: Q2 2021 in Review

Cypress Capital sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Cypress Capital first reported a position in FXL in Q4 2018 and held it in 4 quarters. The position peaked at $1.38M in Q4 2018. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2021.

Cypress Capital reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Cypress Capital sold 13 First Trust Technology AlphaDEX Fund shares in Q2 2021, an estimated $1K.
Cypress Capital first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
Cypress Capital's First Trust Technology AlphaDEX Fund position peaked at $1.38M in Q4 2018.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2021.

Based on Cypress Capital's 13F filing for Q2 2021, filed 16 Aug 2021.