CASC
FFA

Coppell Advisory Solutions Corp’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-117
Closed -$1.84K – 503
2022
Q4 		$1.84K Buy
+117
New +$1.83K ﹤0.01% 870

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Wells Fargo
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SFS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Coppell Advisory Solutions Corp's FFA Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2023, closing a stake of 117 shares — an estimated $1.84K sold.

Coppell Advisory Solutions Corp first reported a position in FFA in Q4 2022 and held it in 1 quarter. The position peaked at $1.84K in Q4 2022. 61 funds tracked by Wall St. Rank hold FFA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 117 First Trust Enhanced Equity Income Fund shares in Q1 2023, an estimated $1.84K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Enhanced Equity Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Enhanced Equity Income Fund position peaked at $1.84K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.