BCA
FFA

Berman Capital Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-5,331
Closed -$80K – 1716
2020
Q3 		$80K Buy
+5,331
New +$80.7K 0.02% 259

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Berman Capital Advisors's FFA Position: Q4 2020 in Review

Berman Capital Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2020, closing a stake of 5,331 shares — an estimated $80K sold.

Berman Capital Advisors first reported a position in FFA in Q3 2020 and held it in 1 quarter. The position peaked at $80K in Q3 2020. 47 funds tracked by Wall St. Rank hold FFA as of Q4 2020.

  • Berman Capital Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 5,331 First Trust Enhanced Equity Income Fund shares in Q4 2020, an estimated $80K.
  • Berman Capital Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's First Trust Enhanced Equity Income Fund position peaked at $80K in Q3 2020.
  • 47 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.