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Cypress Wealth Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cypress Wealth Services’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,297
Closed -$206K – 230
2018
Q3 		$206K Buy
+4,297
New +$206K 0.07% 211

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RJA
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AIM
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GFPC
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LI
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Cypress Wealth Services's FTSL Position: Q4 2018 in Review

Cypress Wealth Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2018, closing a stake of 4,297 shares — an estimated $206K sold.

Cypress Wealth Services first reported a position in FTSL in Q3 2018 and held it in 1 quarter. The position peaked at $206K in Q3 2018. 177 funds tracked by Wall St. Rank hold FTSL as of Q4 2018.

  • Cypress Wealth Services reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 4,297 First Trust Senior Loan Fund ETF shares in Q4 2018, an estimated $206K.
  • Cypress Wealth Services first reported a position in First Trust Senior Loan Fund ETF in Q3 2018 and held it in 1 quarter.
  • Cypress Wealth Services's First Trust Senior Loan Fund ETF position peaked at $206K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.