HWMO
FFA
Heritage Wealth Management (Ohio)’s First Trust Enhanced Equity Income Fund FFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
51,042
-4,500
| -8% | -$92.2K | 0.34% | 76 |
|
2025
Q1 | $1.07M | Sell |
55,542
-1,500
| -3% | -$29K | 0.37% | 70 |
|
2024
Q4 | $1.18M | Hold |
57,042
| – | – | 0.39% | 66 |
|
2024
Q3 | $1.16M | Hold |
57,042
| – | – | 0.38% | 71 |
|
2024
Q2 | $1.14M | Buy |
+57,042
| New | +$1.14M | 0.38% | 70 |
|