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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

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.