PFS
FFA

Prospera Financial Services’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-4,203
Closed -$69K – 1088
2022
Q2 		$69K Buy
4,203
+3,028
+258% +$54.6K ﹤0.01% 968
2022
Q1 		$24K Buy
+1,175
New +$23.8K ﹤0.01% 1661

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Prospera Financial Services's FFA Position: Q3 2022 in Review

Prospera Financial Services sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2022, closing a stake of 4,203 shares — an estimated $69K sold.

Prospera Financial Services first reported a position in FFA in Q1 2022 and held it in 2 quarters. The position peaked at $69K in Q2 2022. 56 funds tracked by Wall St. Rank hold FFA as of Q3 2022.

  • Prospera Financial Services reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 4,203 First Trust Enhanced Equity Income Fund shares in Q3 2022, an estimated $69K.
  • Prospera Financial Services first reported a position in First Trust Enhanced Equity Income Fund in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's First Trust Enhanced Equity Income Fund position peaked at $69K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.