IH
FFA

IFC Holdings’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

IFC Holdings’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
2017
Q4 		– Sell
-10,353
Closed -$155K – 505
2017
Q3 		$155K Hold
10,353
– – 0.01% 491
2017
Q2 		$151K Hold
10,353
– – 0.01% 475
2017
Q1 		$150K Hold
10,353
– – 0.01% 447
2016
Q4 		$141K Hold
10,353
– – 0.01% 401
2016
Q3 		$139K Hold
10,353
– – 0.01% 385
2016
Q2 		$136K Hold
10,353
– – 0.02% 372
2016
Q1 		$133K Hold
10,353
– – 0.02% 367
2015
Q4 		$138K Sell
10,353
-3,104
-23% -$41.5K 0.02% 351
2015
Q3 		$173K Buy
13,457
+2,494
+23% +$34.1K 0.03% 345
2015
Q2 		$159K Sell
10,963
-4,492
-29% -$67K 0.02% 365
2015
Q1 		$221K Buy
+15,455
New +$223K 0.03% 333

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Holdings's FFA Position: Q4 2017 in Review

IFC Holdings sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2017, closing a stake of 10,353 shares — an estimated $155K sold.

IFC Holdings first reported a position in FFA in Q1 2015 and held it in 11 quarters. The position peaked at $221K in Q1 2015. 48 funds tracked by Wall St. Rank hold FFA as of Q4 2017.

  • IFC Holdings reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 10,353 First Trust Enhanced Equity Income Fund shares in Q4 2017, an estimated $155K.
  • IFC Holdings first reported a position in First Trust Enhanced Equity Income Fund in Q1 2015 and held it in 11 quarters.
  • IFC Holdings's First Trust Enhanced Equity Income Fund position peaked at $221K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.