Cypress Wealth Services’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7,119	Closed	-$484K	–	273
2021 Q1	$484K	Sell	7,119 -187	-3%	-$13K	0.1%	152
2020 Q4	$478K	Buy	+7,306	New	+$435K	0.11%	154
2020 Q3	–	Sell	-7,306	Closed	-$376K	–	332
2020 Q2	$349K	Buy	+7,306	New	+$318K	0.08%	187

Other funds holding FNY

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

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

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

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

RJFSA

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

RJA

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

Cypress Wealth Services's FNY Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2021, closing a stake of 7,119 shares — an estimated $484K sold.

Cypress Wealth Services first reported a position in FNY in Q2 2020 and held it in 3 quarters. The position peaked at $484K in Q1 2021. 96 funds tracked by Wall St. Rank hold FNY as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 7,119 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $484K.
Cypress Wealth Services first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2020 and held it in 3 quarters.
Cypress Wealth Services's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $484K in Q1 2021.
96 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.