Cypress Capital’s First Trust S&P REIT Index Fund FRI Stock Holding History

Cypress Capital’s Portfolio FRI Stock Details FRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,111	Closed	-$286K	–	123
2022 Q2	$286K	Hold	11,111	–	–	0.04%	151
2022 Q1	$347K	Hold	11,111	–	–	0.04%	160
2021 Q4	$362K	Hold	11,111	–	–	0.04%	162
2021 Q3	$314K	Buy	+11,111	New	+$325K	0.04%	150

Other funds holding FRI

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

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

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

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJFSA

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cypress Capital's FRI Position: Q3 2022 in Review

Cypress Capital sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2022, closing a stake of 11,111 shares — an estimated $286K sold.

Cypress Capital first reported a position in FRI in Q3 2021 and held it in 4 quarters. The position peaked at $362K in Q4 2021. 72 funds tracked by Wall St. Rank hold FRI as of Q3 2022.

Cypress Capital reported no remaining First Trust S&P REIT Index Fund position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 11,111 First Trust S&P REIT Index Fund shares in Q3 2022, an estimated $286K.
Cypress Capital first reported a position in First Trust S&P REIT Index Fund in Q3 2021 and held it in 4 quarters.
Cypress Capital's First Trust S&P REIT Index Fund position peaked at $362K in Q4 2021.
72 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.