LWAC
FFA

Laurel Wealth Advisors (California)’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-10,536
Closed -$213K – 687
2022
Q1 		$213K Buy
10,536
+298
+3% +$6.04K 0.02% 700
2021
Q4 		$218K Hold
10,238
– – 0.02% 736
2021
Q3 		$202K Sell
10,238
-470
-4% -$9.79K 0.04% 439
2021
Q2 		$218K Hold
10,708
– – 0.03% 473
2021
Q1 		$200K Sell
10,708
-4,500
-30% -$80.4K 0.03% 450
2020
Q4 		$268K Sell
15,208
-115
-0.8% -$1.85K 0.04% 360
2020
Q3 		$232K Hold
15,323
– – 0.04% 361
2020
Q2 		$223K Buy
+15,323
New +$210K 0.04% 354
2020
Q1 		– Sell
-11,608
Closed -$200K – 383
2019
Q4 		$200K Sell
11,608
-5,500
-32% -$90.1K 0.03% 439
2019
Q3 		$271K Buy
+17,108
New +$272K 0.05% 368
2019
Q2 		– Sell
-11,608
Closed -$174K – 408
2019
Q1 		$174K Buy
+11,608
New +$168K 0.04% 374

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FFA Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2022, closing a stake of 10,536 shares — an estimated $213K sold.

Laurel Wealth Advisors (California) first reported a position in FFA in Q1 2019 and held it in 11 quarters. The position peaked at $271K in Q3 2019. 53 funds tracked by Wall St. Rank hold FFA as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 10,536 First Trust Enhanced Equity Income Fund shares in Q2 2022, an estimated $213K.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Enhanced Equity Income Fund in Q1 2019 and held it in 11 quarters.
  • Laurel Wealth Advisors (California)'s First Trust Enhanced Equity Income Fund position peaked at $271K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.