Cypress Wealth Services’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

Cypress Wealth Services's FIV Position: Q4 2021 in Review

Cypress Wealth Services sold out of First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) in Q4 2021, closing a stake of 35,124 shares — an estimated $339K sold.

Cypress Wealth Services first reported a position in FIV in Q1 2019 and held it in 10 quarters. The position peaked at $339K in Q3 2021. 1 fund tracked by Wall St. Rank holds FIV as of Q4 2021.

• Cypress Wealth Services reported no remaining First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
• Cypress Wealth Services sold 35,124 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2021, an estimated $339K.
• Cypress Wealth Services first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q1 2019 and held it in 10 quarters.
• Cypress Wealth Services's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $339K in Q3 2021.
• 1 fund tracked by Wall St. Rank held First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.