PWA
FFA

Phoenix Wealth Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Phoenix Wealth Advisors’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 		– Sell
-400
Closed -$8K – 202
2021
Q3 		$8K Hold
400
– – 0.01% 314
2021
Q2 		$8K Hold
400
– – 0.01% 305
2021
Q1 		$7K Hold
400
– – 0.01% 306
2020
Q4 		$7K Buy
+400
New +$6.43K 0.01% 304

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

Phoenix Wealth Advisors's FFA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2021, closing a stake of 400 shares — an estimated $8K sold.

Phoenix Wealth Advisors first reported a position in FFA in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 56 funds tracked by Wall St. Rank hold FFA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 400 First Trust Enhanced Equity Income Fund shares in Q4 2021, an estimated $8K.
  • Phoenix Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $8K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.