Cypress Wealth Services
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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
2020
Q4 		– Sell
-23,961
Closed -$2.01M – 356
2020
Q3 		$2.01M Buy
+23,961
New +$1.97M 0.52% 45

Other funds holding FTC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Boyce & Associates Wealth Consulting
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 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. 112 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.
  • 112 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.