RIA
FFA

Realta Investment Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-66
Closed -$1K – 668
2019
Q4 		$1K Hold
66
– – ﹤0.01% 1532
2019
Q3 		$1K Hold
66
– – ﹤0.01% 1544
2019
Q2 		$1K Buy
+66
New +$1.01K ﹤0.01% 1621

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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

Realta Investment Advisors's FFA Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2020, closing a stake of 66 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in FFA in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 38 funds tracked by Wall St. Rank hold FFA as of Q1 2020.

  • Realta Investment Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 66 First Trust Enhanced Equity Income Fund shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's First Trust Enhanced Equity Income Fund position peaked at $1K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.