Cypress Capital’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cypress Capital’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$639K	Sell	10,640 -5,000	-32%	-$301K	0.27%	55
2019 Q3	$0	Buy	15,640 +5,000	+47%	+$301K	﹤0.01%	68
2019 Q2	$639K	Sell	10,640 -5,000	-32%	-$300K	0.29%	53
2019 Q1	$938K	Hold	15,640	–	–	0.39%	34
2018 Q4	$936K	Buy	+15,640	New	+$938K	0.43%	35

Other funds holding FTSM

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

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

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

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

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

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

RJFSA

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

RJA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cypress Capital's FTSM Position: Q4 2019 in Review

Cypress Capital reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 32% in Q4 2019, selling an estimated $301K and leaving 10,640 shares worth $639K. The position accounts for 0.27% of the portfolio, ranked #55.

Cypress Capital first reported a position in FTSM in Q4 2018 and has held it in 5 quarters since. The position peaked at $938K in Q1 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q4 2019.

Cypress Capital held 10,640 shares of First Trust Enhanced Short Maturity ETF worth $639K as of Q4 2019.
Cypress Capital sold 5,000 First Trust Enhanced Short Maturity ETF shares in Q4 2019, an estimated $301K.
First Trust Enhanced Short Maturity ETF made up 0.27% of Cypress Capital's portfolio in Q4 2019, its #55 holding.
Cypress Capital first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 5 quarters since.
Cypress Capital's First Trust Enhanced Short Maturity ETF position peaked at $938K in Q1 2019.
253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2019.

Based on Cypress Capital's 13F filing for Q4 2019, filed 10 Feb 2020.