PAG
FFA

Private Advisor Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-2,758
Closed -$40K – 2204
2020
Q2 		$40K Buy
+2,758
New +$37.8K ﹤0.01% 2214
2017
Q3 		– Sell
-17,500
Closed -$260K – 1485
2017
Q2 		$260K Buy
+17,500
New +$257K 0.01% 1143

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Private Advisor Group's FFA Position: Q3 2020 in Review

Private Advisor Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2020, closing a stake of 2,758 shares — an estimated $40K sold.

Private Advisor Group first reported a position in FFA in Q2 2017 and held it in 2 quarters. The position peaked at $260K in Q2 2017. 48 funds tracked by Wall St. Rank hold FFA as of Q3 2020.

  • Private Advisor Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 2,758 First Trust Enhanced Equity Income Fund shares in Q3 2020, an estimated $40K.
  • Private Advisor Group first reported a position in First Trust Enhanced Equity Income Fund in Q2 2017 and held it in 2 quarters.
  • Private Advisor Group's First Trust Enhanced Equity Income Fund position peaked at $260K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.