Buttonwood Financial Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Buttonwood Financial 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
2024 Q2	–	Sell	-10,458	Closed	-$198K	–	103
2024 Q1	$198K	Sell	10,458 -1,111	-10%	-$20.5K	0.09%	103
2023 Q4	$211K	Sell	11,569 -2,200	-16%	-$38K	0.12%	97
2023 Q3	$238K	Hold	13,769	–	–	0.15%	96
2023 Q2	$241K	Sell	13,769 -431	-3%	-$7.29K	0.15%	91
2023 Q1	$235K	Hold	14,200	–	–	0.18%	70
2022 Q4	$224K	Sell	14,200 -2,300	-14%	-$36.1K	0.19%	71
2022 Q3	$248K	Hold	16,500	–	–	0.22%	65
2022 Q2	$270K	Buy	+16,500	New	+$298K	0.24%	64

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Buttonwood Financial Advisors's FFA Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2024, closing a stake of 10,458 shares — an estimated $198K sold.

Buttonwood Financial Advisors first reported a position in FFA in Q2 2022 and held it in 8 quarters. The position peaked at $270K in Q2 2022. 62 funds tracked by Wall St. Rank hold FFA as of Q2 2024.

Buttonwood Financial Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2024 after selling out during the quarter.
Buttonwood Financial Advisors sold 10,458 First Trust Enhanced Equity Income Fund shares in Q2 2024, an estimated $198K.
Buttonwood Financial Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q2 2022 and held it in 8 quarters.
Buttonwood Financial Advisors's First Trust Enhanced Equity Income Fund position peaked at $270K in Q2 2022.
62 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.