SWM
FFA

SeaCrest Wealth Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

SeaCrest Wealth Management’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
2019
Q1 		– Sell
-3,715
Closed -$48K – 2164
2018
Q4 		$48K Hold
3,715
– – 0.01% 904
2018
Q3 		$59K Hold
3,715
– – 0.01% 930
2018
Q2 		$58K Hold
3,715
– – 0.01% 919
2018
Q1 		$55K Hold
3,715
– – 0.01% 912
2017
Q4 		$60K Buy
+3,715
New +$57.9K 0.01% 889

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's FFA Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2019, closing a stake of 3,715 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in FFA in Q4 2017 and held it in 5 quarters. The position peaked at $60K in Q4 2017. 44 funds tracked by Wall St. Rank hold FFA as of Q1 2019.

  • SeaCrest Wealth Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,715 First Trust Enhanced Equity Income Fund shares in Q1 2019, an estimated $48K.
  • SeaCrest Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q4 2017 and held it in 5 quarters.
  • SeaCrest Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $60K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.