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First Trust Tech AlphaDEX Fnd shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of First Trust Tech AlphaDEX Fnd (FXL) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in First Trust Tech AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Tech AlphaDEX Fnd held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Tech AlphaDEX Fnd by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 1.5k 138.64
2021-03-31 $457k 4.0k 113.54
2020-12-31 $473k 4.2k 111.74
2020-09-30 $385k 4.2k 90.95
2020-06-30 $353k 4.2k 83.39
2020-03-31 $251k 4.2k 59.30

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding First Trust Tech AlphaDEX Fnd

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James & Associates
RVW Wealth
Raymond James Financial Services Advisors
Bank of America Corporation
Commonwealth Equity Services
Vestmark Advisory Solutions
Advisor Group Holdings
Genesee Capital Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Stifel Financial
Envestnet Asset Management

View all funds holding First Trust Tech AlphaDEX Fnd