ASN
FFA

Advisory Services Network’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Advisory Services Network’s Portfolio FFA Stock Details FFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-497
Closed -$9.08K – 2195
2023
Q4 		$9.08K Buy
+497
New +$8.58K ﹤0.01% 2903
2023
Q2 		– Sell
-497
Closed -$8.21K – 2183
2023
Q1 		$8.21K Hold
497
– – ﹤0.01% 2958
2022
Q4 		$7.83K Buy
+497
New +$7.79K ﹤0.01% 2948
2021
Q3 		– Sell
-497
Closed -$10K – 2025
2021
Q2 		$10K Buy
+497
New +$9.79K ﹤0.01% 2786
2021
Q1 		– Sell
-497
Closed -$9K – 1848
2020
Q4 		$9K Sell
497
-913
-65% -$14.7K ﹤0.01% 2475
2020
Q3 		$21K Buy
+1,410
New +$21.3K ﹤0.01% 2055
2020
Q2 		– Sell
-1,410
Closed -$18K – 1594
2020
Q1 		$18K Buy
1,410
+1,160
+464% +$18.1K ﹤0.01% 1915
2019
Q4 		$4K Buy
+250
New +$4.09K ﹤0.01% 2670
2018
Q1 		– Sell
-647
Closed -$10K – 2632
2017
Q4 		$10K Hold
647
– – ﹤0.01% 1825
2017
Q3 		$10K Buy
+647
New +$9.66K ﹤0.01% 1614

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Advisory Services Network's FFA Position: Q1 2024 in Review

Advisory Services Network sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2024, closing a stake of 497 shares — an estimated $9.08K sold.

Advisory Services Network first reported a position in FFA in Q3 2017 and held it in 10 quarters. The position peaked at $21K in Q3 2020. 55 funds tracked by Wall St. Rank hold FFA as of Q1 2024.

  • Advisory Services Network reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 497 First Trust Enhanced Equity Income Fund shares in Q1 2024, an estimated $9.08K.
  • Advisory Services Network first reported a position in First Trust Enhanced Equity Income Fund in Q3 2017 and held it in 10 quarters.
  • Advisory Services Network's First Trust Enhanced Equity Income Fund position peaked at $21K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.