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

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cypress Wealth Services held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,456 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #325.

Cypress Wealth Services first reported a position in FXL in Q1 2020 and has held it in 11 quarters since. The position peaked at $473K in Q4 2020. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Cypress Wealth Services held 1,456 shares of First Trust Technology AlphaDEX Fund worth $316K as of Q2 2026.
Cypress Wealth Services left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #325 holding.
Cypress Wealth Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and has held it in 11 quarters since.
Cypress Wealth Services's First Trust Technology AlphaDEX Fund position peaked at $473K in Q4 2020.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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