APWA
FFA

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

Atlas Private 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
2020
Q3 		– Sell
-1,300
Closed -$19K – 686
2020
Q2 		$19K Buy
+1,300
New +$17.8K 0.02% 321

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Atlas Private Wealth Advisors's FFA Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2020, closing a stake of 1,300 shares — an estimated $19K sold.

Atlas Private Wealth Advisors first reported a position in FFA in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 48 funds tracked by Wall St. Rank hold FFA as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,300 First Trust Enhanced Equity Income Fund shares in Q3 2020, an estimated $19K.
  • Atlas Private Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $19K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.