SAM
FFA

S.A. Mason’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

S.A. Mason’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
-406
Closed -$7K – 416
2019
Q4 		$7K Buy
+406
New +$6.65K 0.01% 370

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

S.A. Mason's FFA Position: Q1 2020 in Review

S.A. Mason sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2020, closing a stake of 406 shares — an estimated $7K sold.

S.A. Mason first reported a position in FFA in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 38 funds tracked by Wall St. Rank hold FFA as of Q1 2020.

  • S.A. Mason reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 406 First Trust Enhanced Equity Income Fund shares in Q1 2020, an estimated $7K.
  • S.A. Mason first reported a position in First Trust Enhanced Equity Income Fund in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's First Trust Enhanced Equity Income Fund position peaked at $7K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.