PTC
FFA

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

Private Trust Company’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
2025
Q2 		– Sell
-2,855
Closed -$55.2K – 2499
2025
Q1 		$55.2K Buy
+2,855
New +$58K 0.01% 1156

Other funds holding FFA

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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Private Trust Company's FFA Position: Q2 2025 in Review

Private Trust Company sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2025, closing a stake of 2,855 shares — an estimated $55.2K sold.

Private Trust Company first reported a position in FFA in Q1 2025 and held it in 1 quarter. The position peaked at $55.2K in Q1 2025. 59 funds tracked by Wall St. Rank hold FFA as of Q2 2025.

  • Private Trust Company reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Private Trust Company sold 2,855 First Trust Enhanced Equity Income Fund shares in Q2 2025, an estimated $55.2K.
  • Private Trust Company first reported a position in First Trust Enhanced Equity Income Fund in Q1 2025 and held it in 1 quarter.
  • Private Trust Company's First Trust Enhanced Equity Income Fund position peaked at $55.2K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.