SBL
FFA

Sargent Bickham Lagudis’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-5,850
Closed -$75K – 733
2016
Q1 		$75K Buy
+5,850
New +$71.9K 0.01% 303

Other funds holding FFA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sargent Bickham Lagudis's FFA Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2016, closing a stake of 5,850 shares — an estimated $75K sold.

Sargent Bickham Lagudis first reported a position in FFA in Q1 2016 and held it in 1 quarter. The position peaked at $75K in Q1 2016. 47 funds tracked by Wall St. Rank hold FFA as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 5,850 First Trust Enhanced Equity Income Fund shares in Q2 2016, an estimated $75K.
  • Sargent Bickham Lagudis first reported a position in First Trust Enhanced Equity Income Fund in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's First Trust Enhanced Equity Income Fund position peaked at $75K in Q1 2016.
  • 47 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.