LYV
FFA

Live Your Vision’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Live Your Vision’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
2016
Q4 		– Sell
-415
Closed -$6K – 303
2016
Q3 		$6K Buy
+415
New +$5.59K ﹤0.01% 203

Other funds holding FFA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Live Your Vision's FFA Position: Q4 2016 in Review

Live Your Vision sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2016, closing a stake of 415 shares — an estimated $6K sold.

Live Your Vision first reported a position in FFA in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 50 funds tracked by Wall St. Rank hold FFA as of Q4 2016.

  • Live Your Vision reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2016 after selling out during the quarter.
  • Live Your Vision sold 415 First Trust Enhanced Equity Income Fund shares in Q4 2016, an estimated $6K.
  • Live Your Vision first reported a position in First Trust Enhanced Equity Income Fund in Q3 2016 and held it in 1 quarter.
  • Live Your Vision's First Trust Enhanced Equity Income Fund position peaked at $6K in Q3 2016.
  • 50 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2016.

Based on Live Your Vision's 13F filing for Q4 2016, filed 9 Feb 2017.