SevenBridge Financial Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-464	Closed	-$7K	–	293
2019 Q2	$7K	Hold	464	–	–	﹤0.01%	484
2019 Q1	$7K	Hold	464	–	–	﹤0.01%	446
2018 Q4	$6K	Hold	464	–	–	﹤0.01%	421
2018 Q3	$7K	Hold	464	–	–	﹤0.01%	452
2018 Q2	$7K	Hold	464	–	–	﹤0.01%	460
2018 Q1	$7K	Hold	464	–	–	﹤0.01%	465
2017 Q4	$8K	Buy	+464	New	+$7.23K	﹤0.01%	455
2017 Q3	–	Sell	-464	Closed	-$7K	–	629
2017 Q2	$7K	Hold	464	–	–	﹤0.01%	488
2017 Q1	$7K	Hold	464	–	–	﹤0.01%	469
2016 Q4	$6K	Buy	+464	New	+$6.22K	﹤0.01%	495
2016 Q3	–	Sell	-464	Closed	-$6K	–	639
2016 Q2	$6K	Buy	+464	New	+$6K	﹤0.01%	566

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SevenBridge Financial Group's FFA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2019, closing a stake of 464 shares — an estimated $7K sold.

SevenBridge Financial Group first reported a position in FFA in Q2 2016 and held it in 11 quarters. The position peaked at $8K in Q4 2017. 44 funds tracked by Wall St. Rank hold FFA as of Q3 2019.

SevenBridge Financial Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 464 First Trust Enhanced Equity Income Fund shares in Q3 2019, an estimated $7K.
SevenBridge Financial Group first reported a position in First Trust Enhanced Equity Income Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's First Trust Enhanced Equity Income Fund position peaked at $8K in Q4 2017.
44 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.