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Cypress Wealth Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Cypress Wealth Services’s Portfolio FEX Stock Details FEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-52,952
Closed -$3.35M – 346
2020
Q3 		$3.35M Buy
+52,952
New +$3.32M 0.86% 33

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cypress Wealth Services's FEX Position: Q2 2022 in Review

Cypress Wealth Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2022, closing a stake of 4,706 shares — an estimated $415K sold.

Cypress Wealth Services first reported a position in FEX in Q4 2017 and held it in 17 quarters. The position peaked at $5.8M in Q4 2019. 169 funds tracked by Wall St. Rank hold FEX as of Q2 2022.

  • Cypress Wealth Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 4,706 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $415K.
  • Cypress Wealth Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and held it in 17 quarters.
  • Cypress Wealth Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $5.8M in Q4 2019.
  • 169 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.