Atria Wealth Solutions’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Atria Wealth Solutions’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	-12,768	Closed	-$233K	–	1994
2023 Q4	$233K	Hold	12,768	–	–	﹤0.01%	1677
2023 Q3	$221K	Sell	12,768 -561	-4%	-$9.98K	﹤0.01%	1629
2023 Q2	$234K	Hold	13,329	–	–	﹤0.01%	1602
2023 Q1	$220K	Sell	13,329 -550	-4%	-$9.07K	﹤0.01%	1614
2022 Q4	$219K	Hold	13,879	–	–	﹤0.01%	1557
2022 Q3	$204K	Hold	13,879	–	–	﹤0.01%	1545
2022 Q2	$227K	Sell	13,879 -244	-2%	-$4.4K	﹤0.01%	1374
2022 Q1	$286K	Buy	+14,123	New	+$286K	﹤0.01%	1344

Other funds holding FFA

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Atria Wealth Solutions's FFA Position: Q1 2024 in Review

Atria Wealth Solutions sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2024, closing a stake of 12,768 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in FFA in Q1 2022 and held it in 8 quarters. The position peaked at $286K in Q1 2022. 55 funds tracked by Wall St. Rank hold FFA as of Q1 2024.

Atria Wealth Solutions reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 12,768 First Trust Enhanced Equity Income Fund shares in Q1 2024, an estimated $233K.
Atria Wealth Solutions first reported a position in First Trust Enhanced Equity Income Fund in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's First Trust Enhanced Equity Income Fund position peaked at $286K in Q1 2022.
55 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.