BAM
FFA

Belpointe Asset Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,000
Closed -$16.5K – 1497
2023
Q1 		$16.5K Hold
1,000
– – ﹤0.01% 2422
2022
Q4 		$15.8K Buy
+1,000
New +$15.7K ﹤0.01% 2352

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Belpointe Asset Management's FFA Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2023, closing a stake of 1,000 shares — an estimated $16.5K sold.

Belpointe Asset Management first reported a position in FFA in Q4 2022 and held it in 2 quarters. The position peaked at $16.5K in Q1 2023. 55 funds tracked by Wall St. Rank hold FFA as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,000 First Trust Enhanced Equity Income Fund shares in Q2 2023, an estimated $16.5K.
  • Belpointe Asset Management first reported a position in First Trust Enhanced Equity Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Enhanced Equity Income Fund position peaked at $16.5K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.