Enterprise Financial Services Corp (EFSC)’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020 Q3	–	Sell	-510	Closed	-$7K	–	1275
2020 Q2	$7K	Hold	510	–	–	﹤0.01%	777
2020 Q1	$6K	Hold	510	–	–	﹤0.01%	764
2019 Q4	$9K	Hold	510	–	–	﹤0.01%	735
2019 Q3	$8K	Hold	510	–	–	﹤0.01%	754
2019 Q2	$8K	Hold	510	–	–	﹤0.01%	784
2019 Q1	$8K	Hold	510	–	–	﹤0.01%	791
2018 Q4	$7K	Hold	510	–	–	﹤0.01%	586
2018 Q3	$8K	Hold	510	–	–	﹤0.01%	634
2018 Q2	$8K	Hold	510	–	–	﹤0.01%	627
2018 Q1	$8K	Hold	510	–	–	﹤0.01%	634
2017 Q4	$8K	Hold	510	–	–	﹤0.01%	617
2017 Q3	$8K	Hold	510	–	–	﹤0.01%	618
2017 Q2	$7K	Hold	510	–	–	﹤0.01%	643
2017 Q1	$7K	Hold	510	–	–	﹤0.01%	685
2016 Q4	$7K	Hold	510	–	–	﹤0.01%	675
2016 Q3	$7K	Hold	510	–	–	﹤0.01%	661
2016 Q2	$7K	Sell	510 -204	-29%	-$2.64K	﹤0.01%	627
2016 Q1	$9K	Hold	714	–	–	0.01%	560
2015 Q4	$9K	Hold	714	–	–	0.01%	587
2015 Q3	$9K	Hold	714	–	–	0.01%	570
2015 Q2	$10K	Hold	714	–	–	0.01%	558
2015 Q1	$10K	Hold	714	–	–	0.01%	616
2014 Q4	$10K	Hold	714	–	–	0.01%	603
2014 Q3	$10K	Hold	714	–	–	0.01%	592
2014 Q2	$10K	Hold	714	–	–	0.01%	620
2014 Q1	$10K	Hold	714	–	–	0.01%	609
2013 Q4	$10K	Hold	714	–	–	0.01%	575
2013 Q3	$9K	Hold	714	–	–	0.01%	582
2013 Q2	$9K	Buy	+714	New	+$9.24K	0.01%	475

Other funds holding FFA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

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

Enterprise Financial Services Corp (EFSC)'s FFA Position: Q3 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2020, closing a stake of 510 shares — an estimated $7K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FFA in Q2 2013 and held it in 29 quarters. The position peaked at $10K in Q2 2015. 48 funds tracked by Wall St. Rank hold FFA as of Q3 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 510 First Trust Enhanced Equity Income Fund shares in Q3 2020, an estimated $7K.
Enterprise Financial Services Corp (EFSC) first reported a position in First Trust Enhanced Equity Income Fund in Q2 2013 and held it in 29 quarters.
Enterprise Financial Services Corp (EFSC)'s First Trust Enhanced Equity Income Fund position peaked at $10K in Q2 2015.
48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2020, filed 13 Nov 2020.