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Cypress Wealth Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Cypress Wealth Services’s Portfolio FTA Stock Details FTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-26,017
Closed -$1.21M – 355
2020
Q3 		$1.21M Buy
+26,017
New +$1.23M 0.31% 67

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cypress Wealth Services sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2021, closing a stake of 23,033 shares — an estimated $1.47M sold.

Cypress Wealth Services first reported a position in FTA in Q4 2017 and held it in 13 quarters. The position peaked at $1.72M in Q4 2019. 133 funds tracked by Wall St. Rank hold FTA as of Q2 2021.

  • Cypress Wealth Services reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 23,033 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2021, an estimated $1.47M.
  • Cypress Wealth Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2017 and held it in 13 quarters.
  • Cypress Wealth Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.72M in Q4 2019.
  • 133 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2021.

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