Cypress Wealth Services’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Cypress Wealth Services’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15,370	Closed	-$590K	–	282
2019 Q4	$590K	Hold	15,370	–	–	0.15%	119
2019 Q3	$555K	Buy	15,370 +170	+1%	+$6.12K	0.15%	125
2019 Q2	$543K	Buy	15,200 +600	+4%	+$21.1K	0.16%	125
2019 Q1	$507K	Hold	14,600	–	–	0.16%	121
2018 Q4	$468K	Buy	+14,600	New	+$507K	0.19%	114

Other funds holding FMK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Cypress Wealth Services's FMK Position: Q1 2020 in Review

Cypress Wealth Services sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q1 2020, closing a stake of 15,370 shares — an estimated $590K sold.

Cypress Wealth Services first reported a position in FMK in Q4 2018 and held it in 5 quarters. The position peaked at $590K in Q4 2019. 19 funds tracked by Wall St. Rank hold FMK as of Q1 2020.

Cypress Wealth Services reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 15,370 First Trust Mega Cap AlphaDEX Fund shares in Q1 2020, an estimated $590K.
Cypress Wealth Services first reported a position in First Trust Mega Cap AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Cypress Wealth Services's First Trust Mega Cap AlphaDEX Fund position peaked at $590K in Q4 2019.
19 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.