Baird Financial Group
FFA

Baird Financial Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Baird Financial Group’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
2017
Q1 		– Sell
-11,807
Closed -$160K – 1222
2016
Q4 		$160K Sell
11,807
-4,904
-29% -$65.8K ﹤0.01% 1152
2016
Q3 		$223K Hold
16,711
– – ﹤0.01% 1117
2016
Q2 		$221K Buy
+16,711
New +$216K ﹤0.01% 1121

Other funds holding FFA

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RJA
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AAM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Baird Financial Group's FFA Position: Q1 2017 in Review

Baird Financial Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2017, closing a stake of 11,807 shares — an estimated $160K sold.

Baird Financial Group first reported a position in FFA in Q2 2016 and held it in 3 quarters. The position peaked at $223K in Q3 2016. 46 funds tracked by Wall St. Rank hold FFA as of Q1 2017.

  • Baird Financial Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 11,807 First Trust Enhanced Equity Income Fund shares in Q1 2017, an estimated $160K.
  • Baird Financial Group first reported a position in First Trust Enhanced Equity Income Fund in Q2 2016 and held it in 3 quarters.
  • Baird Financial Group's First Trust Enhanced Equity Income Fund position peaked at $223K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.