Cypress Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,800	Closed	-$245K	–	292
2021 Q1	$245K	Sell	4,800 -5,900	-55%	-$303K	0.05%	245
2020 Q4	$551K	Buy	+10,700	New	+$552K	0.12%	139
2020 Q3	–	Sell	-10,700	Closed	-$554K	–	408
2020 Q2	$553K	Hold	10,700	–	–	0.13%	142
2020 Q1	$546K	Hold	10,700	–	–	0.16%	121
2019 Q4	$554K	Hold	10,700	–	–	0.14%	125
2019 Q3	$556K	Hold	10,700	–	–	0.15%	124
2019 Q2	$553K	Hold	10,700	–	–	0.16%	124
2019 Q1	$549K	Buy	10,700 +4,800	+81%	+$246K	0.17%	114
2018 Q4	$301K	Hold	5,900	–	–	0.12%	153
2018 Q3	$301K	Hold	5,900	–	–	0.11%	165
2018 Q2	$302K	Buy	+5,900	New	+$302K	0.11%	159

Other funds holding LMBS

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $265M AUM 13.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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