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

B. Riley Wealth Management’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
2022 Q2	$242	Buy	14,814 +1,064	+8%	+$19.2K	﹤0.01%	603
2022 Q1	$278K	Buy	13,750 +2,100	+18%	+$42.5K	0.02%	472
2021 Q4	$248K	Buy	+11,650	New	+$244K	0.02%	524
2015 Q3	–	Sell	-1,000	Closed	-$14K	–	344
2015 Q2	$14K	Hold	1,000	–	–	0.01%	673
2015 Q1	$14K	Buy	+1,000	New	+$14.5K	0.01%	686

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

RJA

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

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

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

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

AAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

B. Riley Wealth Management's FFA Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust Enhanced Equity Income Fund (FFA) stake by 7.7% in Q2 2022, buying an estimated $19.2K and bringing the position to 14,814 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #603.

B. Riley Wealth Management first reported a position in FFA in Q1 2015 and has held it in 5 quarters since. The position peaked at $278K in Q1 2022. 53 funds tracked by Wall St. Rank hold FFA as of Q2 2022.

B. Riley Wealth Management held 14,814 shares of First Trust Enhanced Equity Income Fund worth $242 as of Q2 2022.
B. Riley Wealth Management bought 1,064 First Trust Enhanced Equity Income Fund shares in Q2 2022, an estimated $19.2K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #603 holding.
B. Riley Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q1 2015 and has held it in 5 quarters since.
B. Riley Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $278K in Q1 2022.
53 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.