AF
FFA

Allworth Financial’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Allworth Financial’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
2017
Q1 		– Sell
-183
Closed -$2K – 777
2016
Q4 		$2K Buy
+183
New +$2.45K ﹤0.01% 578

Other funds holding FFA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Allworth Financial's FFA Position: Q1 2017 in Review

Allworth Financial sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2017, closing a stake of 183 shares — an estimated $2K sold.

Allworth Financial first reported a position in FFA in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 46 funds tracked by Wall St. Rank hold FFA as of Q1 2017.

  • Allworth Financial reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2017 after selling out during the quarter.
  • Allworth Financial sold 183 First Trust Enhanced Equity Income Fund shares in Q1 2017, an estimated $2K.
  • Allworth Financial first reported a position in First Trust Enhanced Equity Income Fund in Q4 2016 and held it in 1 quarter.
  • Allworth Financial's First Trust Enhanced Equity Income Fund position peaked at $2K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2017.

Based on Allworth Financial's 13F filing for Q1 2017, filed 9 May 2017.