Fidelity Investments’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Fidelity Investments’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
2022 Q4	–	Sell	-2	Closed	–	–	5427
2022 Q3	$0	Buy	+2	New	+$34	﹤0.01%	5037
2019 Q3	–	Sell	-1	Closed	–	–	3909
2019 Q2	$0	Buy	+1	New	+$15	﹤0.01%	3868
2019 Q1	–	Sell	-1	Closed	–	–	3776
2018 Q4	$0	Buy	+1	New	+$15	﹤0.01%	3693

Other funds holding FFA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Fidelity Investments's FFA Position: Q4 2022 in Review

Fidelity Investments sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2022, closing a stake of 2 shares.

Fidelity Investments first reported a position in FFA in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 60 funds tracked by Wall St. Rank hold FFA as of Q4 2022.

Fidelity Investments reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2022 after selling out during the quarter.
Fidelity Investments sold 2 First Trust Enhanced Equity Income Fund shares in Q4 2022.
Fidelity Investments first reported a position in First Trust Enhanced Equity Income Fund in Q4 2018 and held it in 3 quarters.
Fidelity Investments's First Trust Enhanced Equity Income Fund position peaked at $0 in Q3 2022.
60 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.