IFWM
FFA

Institute for Wealth Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Institute for Wealth Management’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
Q4 		– Sell
-10,176
Closed -$149K – 460
2022
Q3 		$149K Hold
10,176
– – 0.03% 431
2022
Q2 		$166K Sell
10,176
-80
-0.8% -$1.44K 0.03% 498
2022
Q1 		$208K Hold
10,256
– – 0.03% 505
2021
Q4 		$218K Sell
10,256
-825
-7% -$17.3K 0.04% 455
2021
Q3 		$218K Hold
11,081
– – 0.04% 447
2021
Q2 		$225K Sell
11,081
-27
-0.2% -$532 0.04% 439
2021
Q1 		$208K Sell
11,108
-81
-0.7% -$1.45K 0.04% 441
2020
Q4 		$197K Sell
11,189
-80
-0.7% -$1.28K 0.04% 431
2020
Q3 		$171K Hold
11,269
– – 0.04% 402
2020
Q2 		$164K Sell
11,269
-100
-0.9% -$1.37K 0.04% 406
2020
Q1 		$143K Sell
11,369
-700
-6% -$10.9K 0.04% 380
2019
Q4 		$208K Hold
12,069
– – 0.05% 416
2019
Q3 		$191K Hold
12,069
– – 0.05% 397
2019
Q2 		$193K Hold
12,069
– – 0.04% 441
2019
Q1 		$181K Buy
+12,069
New +$175K 0.04% 421
2018
Q4 		– Sell
-12,993
Closed -$211K – 290
2018
Q3 		$211K Buy
12,993
+100
+0.8% +$1.62K 0.07% 200
2018
Q2 		$209K Hold
12,893
– – 0.07% 208
2018
Q1 		$209K Hold
12,893
– – 0.06% 249
2017
Q4 		$208K Buy
+12,893
New +$201K 0.05% 353
2017
Q3 		– Sell
-12,865
Closed -$188K – 293
2017
Q2 		$188K Buy
+12,865
New +$189K 0.05% 383

Other funds holding FFA

Morgan Stanley
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
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Institute for Wealth Management's FFA Position: Q4 2022 in Review

Institute for Wealth Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2022, closing a stake of 10,176 shares — an estimated $149K sold.

Institute for Wealth Management first reported a position in FFA in Q2 2017 and held it in 20 quarters. The position peaked at $225K in Q2 2021. 60 funds tracked by Wall St. Rank hold FFA as of Q4 2022.

  • Institute for Wealth Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 10,176 First Trust Enhanced Equity Income Fund shares in Q4 2022, an estimated $149K.
  • Institute for Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q2 2017 and held it in 20 quarters.
  • Institute for Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $225K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.