FourThought Financial’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

FourThought Financial’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 Q3	$12K	Hold	784	–	–	﹤0.01%	992
2022 Q2	$13K	Hold	784	–	–	﹤0.01%	959
2022 Q1	$16K	Hold	784	–	–	﹤0.01%	953
2021 Q4	$17K	Hold	784	–	–	﹤0.01%	959
2021 Q3	$15K	Hold	784	–	–	﹤0.01%	1007
2021 Q2	$15K	Hold	784	–	–	﹤0.01%	1003
2021 Q1	$14K	Hold	784	–	–	﹤0.01%	979
2020 Q4	$13K	Buy	+784	New	+$12.6K	﹤0.01%	968

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FourThought Financial's FFA Position: Q3 2022 in Review

FourThought Financial held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q3 2022 at 784 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

FourThought Financial first reported a position in FFA in Q4 2020 and has held it in 8 quarters since. The position peaked at $17K in Q4 2021. 56 funds tracked by Wall St. Rank hold FFA as of Q3 2022.

FourThought Financial held 784 shares of First Trust Enhanced Equity Income Fund worth $12K as of Q3 2022.
FourThought Financial left its First Trust Enhanced Equity Income Fund share count unchanged in Q3 2022.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #992 holding.
FourThought Financial first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's First Trust Enhanced Equity Income Fund position peaked at $17K in Q4 2021.
56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.