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 Q3	$413K	Buy	2,251 +1	+0%	+$179	0.05%	274
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Cypress Wealth Services's FTC Position: Q3 2026 in Review

Cypress Wealth Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.04% in Q3 2026, buying an estimated $179 and bringing the position to 2,251 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #274.

Cypress Wealth Services first reported a position in FTC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.16M in Q4 2020. 43 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Cypress Wealth Services held 2,251 shares of First Trust Large Cap Growth AlphaDEX Fund worth $413K as of Q3 2026.
Cypress Wealth Services bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q3 2026, an estimated $179.
First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #274 holding.
Cypress Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
Cypress Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.16M in Q4 2020.
43 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.