FCA
FFA

FinTrust Capital Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$22.4K Hold
1,101
– – ﹤0.01% 779
2024
Q2 		$21.9K Sell
1,101
-1
-0.1% -$19 ﹤0.01% 748
2024
Q1 		$20.8K Buy
1,102
+18
+2% +$333 ﹤0.01% 723
2023
Q4 		$19.8K Buy
1,084
+19
+2% +$328 ﹤0.01% 698
2023
Q3 		$18.4K Buy
1,065
+58
+6% +$1.03K ﹤0.01% 674
2023
Q2 		$15.9K Hold
1,007
– – ﹤0.01% 694
2023
Q1 		$15.9K Hold
1,007
– – ﹤0.01% 691
2022
Q4 		$15.9K Buy
1,007
+20
+2% +$314 ﹤0.01% 688
2022
Q3 		$15K Buy
987
+20
+2% +$337 ﹤0.01% 778
2022
Q2 		$16K Buy
967
+18
+2% +$325 ﹤0.01% 770
2022
Q1 		$19K Buy
949
+15
+2% +$304 ﹤0.01% 776
2021
Q4 		$20K Buy
934
+13
+1% +$273 ﹤0.01% 745
2021
Q3 		$18K Buy
921
+14
+2% +$292 ﹤0.01% 762
2021
Q2 		$18K Buy
907
+14
+2% +$276 ﹤0.01% 782
2021
Q1 		$17K Buy
893
+15
+2% +$268 ﹤0.01% 754
2020
Q4 		$15K Buy
878
+14
+2% +$225 ﹤0.01% 737
2020
Q3 		$13 Buy
864
+16
+2% +$242 ﹤0.01% 735
2020
Q2 		$12K Buy
848
+17
+2% +$233 ﹤0.01% 695
2020
Q1 		$10K Buy
831
+19
+2% +$296 ﹤0.01% 750
2019
Q4 		$14K Buy
812
+13
+2% +$213 0.01% 690
2019
Q3 		$13K Buy
799
+14
+2% +$223 ﹤0.01% 712
2019
Q2 		$13K Buy
785
+15
+2% +$229 0.01% 678
2019
Q1 		$12K Sell
770
-361
-32% -$5.22K 0.01% 727
2018
Q4 		$15K Buy
+1,131
New +$16.4K 0.01% 668

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

FinTrust Capital Advisors's FFA Position: Q3 2024 in Review

FinTrust Capital Advisors held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q3 2024 at 1,101 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

FinTrust Capital Advisors first reported a position in FFA in Q4 2018 and has held it in 24 quarters since. 64 funds tracked by Wall St. Rank hold FFA as of Q3 2024.

  • FinTrust Capital Advisors held 1,101 shares of First Trust Enhanced Equity Income Fund worth $22.4K as of Q3 2024.
  • FinTrust Capital Advisors left its First Trust Enhanced Equity Income Fund share count unchanged in Q3 2024.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #779 holding.
  • FinTrust Capital Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2018 and has held it in 24 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.