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Cypress Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cypress Wealth Services’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Buy
2,250
+1
+0% +$177 0.05% 266
2026
Q1 		$347K Buy
2,249
+1
+0% +$161 0.05% 277
2025
Q4 		$359K Hold
2,248
– – 0.05% 259
2025
Q3 		$361K Buy
2,248
+2
+0.1% +$312 0.06% 218
2025
Q2 		$339K Sell
2,246
-202
-8% -$27.8K 0.06% 213
2025
Q1 		$322K Hold
2,448
– – 0.07% 206
2024
Q4 		$338K Hold
2,448
– – 0.07% 191
2024
Q3 		$322K Hold
2,448
– – 0.07% 200
2024
Q2 		$300K Hold
2,448
– – 0.07% 192
2024
Q1 		$302K Hold
2,448
– – 0.07% 198
2023
Q4 		$268K Sell
2,448
-202
-8% -$20.4K 0.07% 197
2023
Q3 		$256K Hold
2,650
– – 0.07% 199
2023
Q2 		$275K Hold
2,650
– – 0.07% 192
2023
Q1 		$247K Hold
2,650
– – 0.07% 204
2022
Q4 		$242K Hold
2,650
– – 0.08% 203
2022
Q3 		$233K Hold
2,650
– – 0.08% 195
2022
Q2 		$234K Hold
2,650
– – 0.07% 197
2022
Q1 		$283K Hold
2,650
– – 0.08% 185
2021
Q4 		$319K Sell
2,650
-330
-11% -$39.1K 0.09% 168
2021
Q3 		$331K Sell
2,980
-856
-22% -$97.6K 0.1% 158
2021
Q2 		$421K Sell
3,836
-16,151
-81% -$1.67M 0.12% 157
2021
Q1 		$1.95M Sell
19,987
-2,352
-11% -$233K 0.41% 55
2020
Q4 		$2.16M Buy
+22,339
New +$2.01M 0.48% 46
2020
Q3 		– Sell
-23,961
Closed -$1.97M – 335
2020
Q2 		$1.84M Buy
23,961
+5,105
+27% +$358K 0.44% 61
2020
Q1 		$1.13M Buy
18,856
+13,052
+225% +$920K 0.33% 82
2019
Q4 		$423K Hold
5,804
– – 0.11% 152
2019
Q3 		$406K Hold
5,804
– – 0.11% 150
2019
Q2 		$408K Hold
5,804
– – 0.12% 152
2019
Q1 		$389K Hold
5,804
– – 0.12% 147
2018
Q4 		$333K Buy
+5,804
New +$361K 0.13% 142

Other funds holding FTC

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's FTC Position: Q2 2026 in Review

Cypress Wealth Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.04% in Q2 2026, buying an estimated $177 and bringing the position to 2,250 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #266.

Cypress Wealth Services first reported a position in FTC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.16M in Q4 2020. 35 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Cypress Wealth Services held 2,250 shares of First Trust Large Cap Growth AlphaDEX Fund worth $436K as of Q2 2026.
  • Cypress Wealth Services bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q2 2026, an estimated $177.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #266 holding.
  • Cypress Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 30 quarters since.
  • Cypress Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.16M in Q4 2020.
  • 35 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.