AA
FFA

Apriem Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Apriem Advisors’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
Q2 		– Sell
-225
Closed -$3K – 272
2017
Q1 		$3K Hold
225
– – ﹤0.01% 547
2016
Q4 		$3K Buy
+225
New +$3.02K ﹤0.01% 570

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's FFA Position: Q2 2017 in Review

Apriem Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2017, closing a stake of 225 shares — an estimated $3K sold.

Apriem Advisors first reported a position in FFA in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 51 funds tracked by Wall St. Rank hold FFA as of Q2 2017.

  • Apriem Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 225 First Trust Enhanced Equity Income Fund shares in Q2 2017, an estimated $3K.
  • Apriem Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2016 and held it in 2 quarters.
  • Apriem Advisors's First Trust Enhanced Equity Income Fund position peaked at $3K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.