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Cypress Wealth Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Cypress Wealth Services’s Portfolio FYC Stock Details FYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,300
Closed -$437K – 341
2020
Q2 		$437K Hold
10,300
– – 0.1% 159
2020
Q1 		$336K Buy
+10,300
New +$439K 0.1% 168

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

Cypress Wealth Services sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2020, closing a stake of 10,300 shares — an estimated $437K sold.

Cypress Wealth Services first reported a position in FYC in Q1 2020 and held it in 2 quarters. The position peaked at $437K in Q2 2020. 57 funds tracked by Wall St. Rank hold FYC as of Q3 2020.

  • Cypress Wealth Services reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 10,300 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $437K.
  • Cypress Wealth Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • Cypress Wealth Services's First Trust Small Cap Growth AlphaDEX Fund position peaked at $437K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2020.

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