Carson Wealth (CWM LLC)’s First Trust Enhanced Equity Income Fund FFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Sell |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $82K | Sell |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q2 | $106K | Hold |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $106K | Hold |
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|
2020
Q1 | $106K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $106K | Hold |
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|
2019
Q1 | $106K | Sell |
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|
2018
Q4 | $216K | Buy |
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|
2018
Q3 | $74K | Buy |
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|
2018
Q2 | $72K | Buy |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $71K | Buy |
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|
2017
Q3 | $65K | Buy |
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|
2017
Q2 | $62K | Buy |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q4 | $55K | Buy |
|