Cypress Wealth Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-53,461	Closed	-$1.78M	–	275
2021 Q1	$1.78M	Hold	53,461	–	–	0.37%	60
2020 Q4	$1.73M	Buy	+53,461	New	+$1.67M	0.39%	53

Other funds holding FSEP

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CAS

Cascadia Advisory Services Portland, Oregon $493M AUM

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Cypress Wealth Services's FSEP Position: Q2 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2021, closing a stake of 53,461 shares — an estimated $1.78M sold.

Cypress Wealth Services first reported a position in FSEP in Q4 2020 and held it in 2 quarters. The position peaked at $1.78M in Q1 2021. 16 funds tracked by Wall St. Rank hold FSEP as of Q2 2021.

Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 53,461 FT Vest US Equity Buffer ETF September shares in Q2 2021, an estimated $1.78M.
Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF September in Q4 2020 and held it in 2 quarters.
Cypress Wealth Services's FT Vest US Equity Buffer ETF September position peaked at $1.78M in Q1 2021.
16 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.