Cypress Wealth Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Cypress Wealth Services’s Portfolio FXL Stock Details FXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Hold	1,456	–	–	0.04%	325
2026 Q1	$231K	Hold	1,456	–	–	0.03%	351
2025 Q4	$245K	Hold	1,456	–	–	0.03%	340
2025 Q3	$245K	Hold	1,456	–	–	0.04%	287
2025 Q2	$229K	Buy	+1,456	New	+$207K	0.04%	278
2025 Q1	–	Sell	-1,456	Closed	-$216K	–	288
2024 Q4	$216K	Hold	1,456	–	–	0.04%	255
2024 Q3	$202K	Buy	+1,456	New	+$195K	0.04%	270
2021 Q2	–	Sell	-4,025	Closed	-$457K	–	279
2021 Q1	$457K	Sell	4,025 -208	-5%	-$24K	0.1%	163
2020 Q4	$473K	Buy	+4,233	New	+$428K	0.11%	155
2020 Q3	–	Sell	-4,233	Closed	-$373K	–	339
2020 Q2	$353K	Hold	4,233	–	–	0.08%	186
2020 Q1	$251K	Buy	+4,233	New	+$294K	0.07%	200

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Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return