CA
FFA

Calton & Associates’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,168
Closed -$18K – 649
2017
Q4 		$18K Buy
+1,168
New +$18.2K ﹤0.01% 907

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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

Calton & Associates's FFA Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2018, closing a stake of 1,168 shares — an estimated $18K sold.

Calton & Associates first reported a position in FFA in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 49 funds tracked by Wall St. Rank hold FFA as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,168 First Trust Enhanced Equity Income Fund shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in First Trust Enhanced Equity Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Enhanced Equity Income Fund position peaked at $18K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.