Cypress Wealth Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,399	Closed	-$602K	–	361
2020 Q3	$602K	Buy	+10,399	New	+$599K	0.15%	115

Other funds holding FYX

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

Cypress Wealth Services's FYX Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2021, closing a stake of 9,772 shares — an estimated $885K sold.

Cypress Wealth Services first reported a position in FYX in Q4 2017 and held it in 13 quarters. The position peaked at $2.49M in Q2 2019. 125 funds tracked by Wall St. Rank hold FYX as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 9,772 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $885K.
Cypress Wealth Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 13 quarters.
Cypress Wealth Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $2.49M in Q2 2019.
125 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.