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

Arkadios Wealth 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
2021 Q4	–	Sell	-328	Closed	-$6K	–	980
2021 Q3	$6K	Sell	328 -908	-73%	-$18.9K	﹤0.01%	1558
2021 Q2	$25K	Buy	1,236 +1,042	+537%	+$20.5K	﹤0.01%	1184
2021 Q1	$3K	Sell	194 -28	-13%	-$500	﹤0.01%	1457
2020 Q4	$3K	Buy	+222	New	+$3.57K	﹤0.01%	1196

Other funds holding FFA

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Arkadios Wealth Advisors's FFA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2021, closing a stake of 328 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in FFA in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 56 funds tracked by Wall St. Rank hold FFA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 328 First Trust Enhanced Equity Income Fund shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $25K in Q2 2021.
56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.