BRWA
FFA

B. Riley Wealth Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-509
Closed -$7 – 1051
2014
Q4 		$7 Buy
+509
New +$7.36K ﹤0.01% 3018
2014
Q3 		– Sell
-509
Closed -$7.36K – 1074
2014
Q2 		$7.36K Buy
+509
New +$7.13K ﹤0.01% 1907

Other funds holding FFA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

B. Riley Wealth Advisors's FFA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2015, closing a stake of 509 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in FFA in Q2 2014 and held it in 2 quarters. The position peaked at $7.36K in Q2 2014. 35 funds tracked by Wall St. Rank hold FFA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 509 First Trust Enhanced Equity Income Fund shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $7.36K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.