IA
FFA

IFP Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

IFP Advisors’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
2023
Q4 		– Sell
-968
Closed -$16.7K – 3143
2023
Q3 		$16.7K Hold
968
– – ﹤0.01% 2026
2023
Q2 		$17K Hold
968
– – ﹤0.01% 2091
2023
Q1 		$15K Sell
968
-2,269
-70% -$37.4K ﹤0.01% 2132
2022
Q4 		$50K Sell
3,237
-1,094
-25% -$17.2K ﹤0.01% 2250
2022
Q3 		$67K Hold
4,331
– – ﹤0.01% 2153
2022
Q2 		$67K Hold
4,331
– – ﹤0.01% 1952
2022
Q1 		$67K Buy
+4,331
New +$87.7K ﹤0.01% 1952
2019
Q1 		$72K Sell
4,690
-3,975
-46% -$57.5K 0.01% 818
2018
Q4 		$113K Buy
8,665
+1,542
+22% +$22.4K 0.01% 1133
2018
Q3 		$114K Buy
7,123
+4,000
+128% +$65K ﹤0.01% 1391
2018
Q2 		$49K Buy
3,123
+2,365
+312% +$36.4K ﹤0.01% 1924
2018
Q1 		$12K Hold
758
– – ﹤0.01% 2668
2017
Q4 		$12K Sell
758
-400
-35% -$6.24K ﹤0.01% 2705
2017
Q3 		$17K Hold
1,158
– – ﹤0.01% 2700
2017
Q2 		$17K Hold
1,158
– – ﹤0.01% 2667
2017
Q1 		$17K Hold
1,158
– – ﹤0.01% 2599
2016
Q4 		$16K Hold
1,158
– – ﹤0.01% 2608
2016
Q3 		$15K Sell
1,158
-2,855
-71% -$38.4K ﹤0.01% 2583
2016
Q2 		$53K Sell
4,013
-677
-14% -$8.76K ﹤0.01% 1727
2016
Q1 		$72K Buy
4,690
+2,964
+172% +$36.4K 0.01% 817
2015
Q4 		$23K Buy
+1,726
New +$23.1K ﹤0.01% 2076

Other funds holding FFA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

IFP Advisors's FFA Position: Q4 2023 in Review

IFP Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2023, closing a stake of 968 shares — an estimated $16.7K sold.

IFP Advisors first reported a position in FFA in Q4 2015 and held it in 21 quarters. The position peaked at $114K in Q3 2018. 54 funds tracked by Wall St. Rank hold FFA as of Q4 2023.

  • IFP Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 968 First Trust Enhanced Equity Income Fund shares in Q4 2023, an estimated $16.7K.
  • IFP Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's First Trust Enhanced Equity Income Fund position peaked at $114K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.