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 Q3	$336K	Hold	1,456	–	–	0.04%	313
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Cypress Wealth Services held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 1,456 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #313.

Cypress Wealth Services first reported a position in FXL in Q1 2020 and has held it in 12 quarters since. The position peaked at $473K in Q4 2020. 154 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Cypress Wealth Services held 1,456 shares of First Trust Technology AlphaDEX Fund worth $336K as of Q3 2026.
Cypress Wealth Services left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #313 holding.
Cypress Wealth Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and has held it in 12 quarters since.
Cypress Wealth Services's First Trust Technology AlphaDEX Fund position peaked at $473K in Q4 2020.
154 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

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