GPS Wealth Strategies Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

GPS Wealth Strategies Group’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 Q1	–	Sell	-702	Closed	-$12.8K	–	1267
2023 Q4	$12.8K	Buy	702 +12	+2%	+$207	﹤0.01%	784
2023 Q3	$11.9K	Buy	690 +13	+2%	+$231	﹤0.01%	807
2023 Q2	$11.9K	Buy	677 +11	+2%	+$186	﹤0.01%	817
2023 Q1	$11K	Buy	+666	New	+$11K	﹤0.01%	816
2022 Q4	–	Sell	-640	Closed	-$9K	–	454
2022 Q3	$9K	Hold	640	–	–	﹤0.01%	782
2022 Q2	$10K	Hold	640	–	–	﹤0.01%	756
2022 Q1	$13K	Hold	640	–	–	﹤0.01%	671
2021 Q4	$14K	Hold	640	–	–	﹤0.01%	664
2021 Q3	$13K	Hold	640	–	–	﹤0.01%	657
2021 Q2	$13K	Hold	640	–	–	﹤0.01%	684
2021 Q1	$11K	Buy	+640	New	+$11.4K	﹤0.01%	657

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

GPS Wealth Strategies Group's FFA Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2024, closing a stake of 702 shares — an estimated $12.8K sold.

GPS Wealth Strategies Group first reported a position in FFA in Q1 2021 and held it in 11 quarters. The position peaked at $14K in Q4 2021. 55 funds tracked by Wall St. Rank hold FFA as of Q1 2024.

GPS Wealth Strategies Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 702 First Trust Enhanced Equity Income Fund shares in Q1 2024, an estimated $12.8K.
GPS Wealth Strategies Group first reported a position in First Trust Enhanced Equity Income Fund in Q1 2021 and held it in 11 quarters.
GPS Wealth Strategies Group's First Trust Enhanced Equity Income Fund position peaked at $14K in Q4 2021.
55 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.