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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-117	Closed	-$2.42K	–	845
2024 Q4	$2.42K	Hold	117	–	–	﹤0.01%	1503
2024 Q3	$2.37K	Hold	117	–	–	﹤0.01%	1415
2024 Q2	$2.33K	Buy	+117	New	+$2.21K	﹤0.01%	1360
2023 Q4	$2.14K	Hold	117	–	–	﹤0.01%	1282
2023 Q3	$1.84K	Hold	117	–	–	﹤0.01%	869
2023 Q2	$2.03K	Buy	+117	New	+$1.98K	﹤0.01%	1016
2023 Q1	–	Sell	-117	Closed	-$1.84K	–	503
2022 Q4	$1.84K	Buy	+117	New	+$1.83K	﹤0.01%	870

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NSIM

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

KIM

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

Coppell Advisory Solutions's FFA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2025, closing a stake of 117 shares — an estimated $2.42K sold.

Coppell Advisory Solutions first reported a position in FFA in Q4 2022 and held it in 7 quarters. The position peaked at $2.42K in Q4 2024. 63 funds tracked by Wall St. Rank hold FFA as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 117 First Trust Enhanced Equity Income Fund shares in Q1 2025, an estimated $2.42K.
Coppell Advisory Solutions first reported a position in First Trust Enhanced Equity Income Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Enhanced Equity Income Fund position peaked at $2.42K in Q4 2024.
63 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.