Cypress Wealth Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,798	Closed	-$488K	–	260
2019 Q2	$488K	Buy	10,798 +406	+4%	+$18.2K	0.14%	132
2019 Q1	$464K	Buy	10,392 +427	+4%	+$19.3K	0.15%	127
2018 Q4	$404K	Buy	9,965 +1,891	+23%	+$86K	0.16%	126
2018 Q3	$413K	Buy	8,074 +138	+2%	+$7.17K	0.15%	135
2018 Q2	$404K	Buy	7,936 +2,147	+37%	+$107K	0.15%	134
2018 Q1	$274K	Buy	5,789 +407	+8%	+$19.3K	0.12%	147
2017 Q4	$255K	Buy	+5,382	New	+$254K	0.11%	164

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Cypress Wealth Services's FDM Position: Q3 2019 in Review

Cypress Wealth Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2019, closing a stake of 10,798 shares — an estimated $488K sold.

Cypress Wealth Services first reported a position in FDM in Q4 2017 and held it in 7 quarters. The position peaked at $488K in Q2 2019. 49 funds tracked by Wall St. Rank hold FDM as of Q3 2019.

Cypress Wealth Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2019 after selling out during the quarter.
Cypress Wealth Services sold 10,798 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2019, an estimated $488K.
Cypress Wealth Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2017 and held it in 7 quarters.
Cypress Wealth Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $488K in Q2 2019.
49 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.