FPFS
ECF

First Personal Financial Services’s Ellsworth Growth & Income Fund ECF Stock Holding History

First Personal Financial Services’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-33
Closed – – 346
2021
Q4 		$0 Buy
+33
New +$434 ﹤0.01% 347

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SCM
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RJFSA
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WAM
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ACP
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PPA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Personal Financial Services's ECF Position: Q1 2022 in Review

First Personal Financial Services sold out of Ellsworth Growth & Income Fund (ECF) in Q1 2022, closing a stake of 33 shares.

First Personal Financial Services first reported a position in ECF in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 52 funds tracked by Wall St. Rank hold ECF as of Q1 2022.

  • First Personal Financial Services reported no remaining Ellsworth Growth & Income Fund position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 33 Ellsworth Growth & Income Fund shares in Q1 2022.
  • First Personal Financial Services first reported a position in Ellsworth Growth & Income Fund in Q4 2021 and held it in 1 quarter.
  • First Personal Financial Services's Ellsworth Growth & Income Fund position peaked at $0 in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Ellsworth Growth & Income Fund as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.