NFG
FFA

Next Financial Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Next Financial Group’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
2021
Q4 		$132K Sell
6,206
-272
-4% -$5.7K 0.01% 1050
2021
Q3 		$128K Buy
6,478
+448
+7% +$9.33K 0.01% 1015
2021
Q2 		$123K Buy
6,030
+1,846
+44% +$36.4K 0.01% 1021
2021
Q1 		$78K Buy
+4,184
New +$74.7K 0.01% 1111

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Next Financial Group's FFA Position: Q4 2021 in Review

Next Financial Group reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 4.2% in Q4 2021, selling an estimated $5.7K and leaving 6,206 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #1050.

Next Financial Group first reported a position in FFA in Q1 2021 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold FFA as of Q4 2021.

  • Next Financial Group held 6,206 shares of First Trust Enhanced Equity Income Fund worth $132K as of Q4 2021.
  • Next Financial Group sold 272 First Trust Enhanced Equity Income Fund shares in Q4 2021, an estimated $5.7K.
  • First Trust Enhanced Equity Income Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1050 holding.
  • Next Financial Group first reported a position in First Trust Enhanced Equity Income Fund in Q1 2021 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.