BIG
FFA

Bellwether Investment Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Bellwether Investment 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
Q4 		$510K Buy
31,522
+9,756
+45% +$152K 2.05% 16
2017
Q3 		$328K Buy
21,766
+3,937
+22% +$58.8K 1.54% 25
2017
Q2 		$261K Buy
17,829
+11,847
+198% +$174K 1.21% 40
2017
Q1 		$86K Hold
5,982
– – 0.23% 105
2016
Q4 		$81K Buy
+5,982
New +$80.2K 0.07% 222
2016
Q2 		$80K Buy
+6,084
New +$78.7K 0.09% 190

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bellwether Investment Group's FFA Position: Q4 2017 in Review

Bellwether Investment Group increased its First Trust Enhanced Equity Income Fund (FFA) stake by 45% in Q4 2017, buying an estimated $152K and bringing the position to 31,522 shares worth $510K. The position accounts for 2.05% of the portfolio, ranked #16.

Bellwether Investment Group first reported a position in FFA in Q2 2016 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold FFA as of Q4 2017.

  • Bellwether Investment Group held 31,522 shares of First Trust Enhanced Equity Income Fund worth $510K as of Q4 2017.
  • Bellwether Investment Group bought 9,756 First Trust Enhanced Equity Income Fund shares in Q4 2017, an estimated $152K.
  • First Trust Enhanced Equity Income Fund made up 2.05% of Bellwether Investment Group's portfolio in Q4 2017, its #16 holding.
  • Bellwether Investment Group first reported a position in First Trust Enhanced Equity Income Fund in Q2 2016 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.