MCC
FFA

Money Concepts Capital’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,300
Closed -$20.5K – 1302
2022
Q4 		$20.5K Buy
+1,300
New +$20.4K ﹤0.01% 1667
2022
Q2 		– Sell
-600
Closed -$12K – 1827
2022
Q1 		$12K Buy
+600
New +$12.2K ﹤0.01% 1836

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Money Concepts Capital's FFA Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2023, closing a stake of 1,300 shares — an estimated $20.5K sold.

Money Concepts Capital first reported a position in FFA in Q1 2022 and held it in 2 quarters. The position peaked at $20.5K in Q4 2022. 61 funds tracked by Wall St. Rank hold FFA as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,300 First Trust Enhanced Equity Income Fund shares in Q1 2023, an estimated $20.5K.
  • Money Concepts Capital first reported a position in First Trust Enhanced Equity Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Enhanced Equity Income Fund position peaked at $20.5K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.