Cypress Wealth Services, LLC First Trust Dow Jones Select M Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 16, 2019	SELL	$42.06 - $48.11 $454,163 - $519,491	-10,798 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	$42.37 - $46.25 $17,202 - $18,777	406 Added 3.91%	10,798 $488,000
Q1 2019 Apr 19, 2019	BUY	$40.88 - $47.84 $17,455 - $20,427	427 Added 4.28%	10,392 $464,000
Q4 2018 Jan 22, 2019	BUY	$38.71 - $50.54 $73,200 - $95,571	1,891 Added 23.42%	9,965 $404,000
Q3 2018 Oct 19, 2018	BUY	$50.84 - $53.18 $7,015 - $7,338	138 Added 1.74%	8,074 $413,000
Q2 2018 Aug 06, 2018	BUY	$46.33 - $52.61 $99,470 - $112,953	2,147 Added 37.09%	7,936 $404,000
Q1 2018 May 01, 2018	BUY	$44.87 - $48.95 $18,262 - $19,922	407 Added 7.56%	5,789 $274,000
Q4 2017 Feb 05, 2018	BUY	$45.75 - $48.61 $246,226 - $261,619	5,382	5,382 $255,000

Others Institutions Holding FDM

# of Institutions

67

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$22.8 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13.4 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

173K
Shares

$12.5 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$10.6 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$8.91 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

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