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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
2020
Q4 		– Sell
-4,233
Closed -$385K – 360
2020
Q3 		$385K Buy
+4,233
New +$373K 0.1% 163

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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.