FP
FFA

Fiduciary Planning’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-836
Closed -$16K – 131
2021
Q1 		$16K Buy
836
+14
+2% +$250 0.02% 123
2020
Q4 		$14K Buy
822
+13
+2% +$209 0.02% 129
2020
Q3 		$12K Buy
+809
New +$12.2K 0.02% 102

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning's FFA Position: Q2 2021 in Review

Fiduciary Planning sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2021, closing a stake of 836 shares — an estimated $16K sold.

Fiduciary Planning first reported a position in FFA in Q3 2020 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 52 funds tracked by Wall St. Rank hold FFA as of Q2 2021.

  • Fiduciary Planning reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 836 First Trust Enhanced Equity Income Fund shares in Q2 2021, an estimated $16K.
  • Fiduciary Planning first reported a position in First Trust Enhanced Equity Income Fund in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's First Trust Enhanced Equity Income Fund position peaked at $16K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.