Cypress Wealth Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-101,335	Closed	-$666K	–	340
2020 Q2	$666K	Hold	101,335	–	–	0.16%	119
2020 Q1	$403K	Buy	+101,335	New	+$775K	0.12%	145

Other funds holding FXN

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cypress Wealth Services's FXN Position: Q3 2020 in Review

Cypress Wealth Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2020, closing a stake of 101,335 shares — an estimated $666K sold.

Cypress Wealth Services first reported a position in FXN in Q1 2020 and held it in 2 quarters. The position peaked at $666K in Q2 2020. 65 funds tracked by Wall St. Rank hold FXN as of Q3 2020.

Cypress Wealth Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 101,335 First Trust Energy AlphaDEX Fund shares in Q3 2020, an estimated $666K.
Cypress Wealth Services first reported a position in First Trust Energy AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
Cypress Wealth Services's First Trust Energy AlphaDEX Fund position peaked at $666K in Q2 2020.
65 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.