Focus Partners Wealth
FFA

Focus Partners Wealth’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-105,206
Closed -$10.7M – 1927
2024
Q3 		$10.7M Buy
+105,206
New +$2.08M 0.03% 396

Other funds holding FFA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Focus Partners Wealth's FFA Position: Q4 2024 in Review

Focus Partners Wealth sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2024, closing a stake of 105,206 shares — an estimated $10.7M sold.

Focus Partners Wealth first reported a position in FFA in Q3 2024 and held it in 1 quarter. The position peaked at $10.7M in Q3 2024. 65 funds tracked by Wall St. Rank hold FFA as of Q4 2024.

  • Focus Partners Wealth reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 105,206 First Trust Enhanced Equity Income Fund shares in Q4 2024, an estimated $10.7M.
  • Focus Partners Wealth first reported a position in First Trust Enhanced Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's First Trust Enhanced Equity Income Fund position peaked at $10.7M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.