Chicago Partners Investment Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-1,000	Closed	-$14K	–	523
2018 Q3	$14K	Hold	1,000	–	–	﹤0.01%	747
2018 Q2	$16K	Hold	1,000	–	–	﹤0.01%	705
2018 Q1	$15K	Hold	1,000	–	–	﹤0.01%	694
2017 Q4	$16K	Hold	1,000	–	–	﹤0.01%	659
2017 Q3	$15K	Hold	1,000	–	–	﹤0.01%	696
2017 Q2	$15K	Buy	+1,000	New	+$14.7K	﹤0.01%	539
2017 Q1	–	Sell	-1,000	Closed	-$14K	–	564
2016 Q4	$14K	Hold	1,000	–	–	0.01%	408
2016 Q3	$13K	Hold	1,000	–	–	0.01%	400
2016 Q2	$13K	Hold	1,000	–	–	0.01%	344
2016 Q1	$13K	Hold	1,000	–	–	0.01%	328
2015 Q4	$13K	Hold	1,000	–	–	0.01%	376
2015 Q3	$12K	Hold	1,000	–	–	0.01%	320
2015 Q2	$14K	Sell	1,000 -4	-0.4%	-$60	0.01%	319
2015 Q1	$14K	Buy	1,004 +4	+0.4%	+$58	0.01%	316
2014 Q4	$14K	Buy	+1,000	New	+$14.5K	0.01%	328

Other funds holding FFA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Chicago Partners Investment Group's FFA Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Chicago Partners Investment Group first reported a position in FFA in Q4 2014 and held it in 15 quarters. The position peaked at $16K in Q2 2018. 47 funds tracked by Wall St. Rank hold FFA as of Q4 2018.

Chicago Partners Investment Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,000 First Trust Enhanced Equity Income Fund shares in Q4 2018, an estimated $14K.
Chicago Partners Investment Group first reported a position in First Trust Enhanced Equity Income Fund in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's First Trust Enhanced Equity Income Fund position peaked at $16K in Q2 2018.
47 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.