Cypress Wealth Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,300	Closed	-$401K	–	342
2020 Q2	$401K	Hold	13,300	–	–	0.1%	167
2020 Q1	$293K	Buy	+13,300	New	+$424K	0.09%	185

Other funds holding FYT

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

Cypress Wealth Services sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2020, closing a stake of 13,300 shares — an estimated $401K sold.

Cypress Wealth Services first reported a position in FYT in Q1 2020 and held it in 2 quarters. The position peaked at $401K in Q2 2020. 35 funds tracked by Wall St. Rank hold FYT as of Q3 2020.

Cypress Wealth Services reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 13,300 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2020, an estimated $401K.
Cypress Wealth Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
Cypress Wealth Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $401K in Q2 2020.
35 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2020.

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