Smart Money Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Smart Money 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
2020 Q1	–	Sell	-166,699	Closed	-$2.88M	–	85
2019 Q4	$2.88M	Sell	166,699 -3,660	-2%	-$59.9K	1.68%	14
2019 Q3	$2.7M	Sell	170,359 -3,737	-2%	-$59.5K	2.16%	10
2019 Q2	$2.78M	Buy	174,096 +3,156	+2%	+$48.1K	2.3%	12
2019 Q1	$2.57M	Buy	170,940 +7,973	+5%	+$115K	2.24%	12
2018 Q4	$2.11M	Sell	162,967 -16,851	-9%	-$245K	2.18%	13
2018 Q3	$2.88M	Sell	179,818 -1,286	-0.7%	-$20.9K	2.61%	13
2018 Q2	$2.85M	Buy	181,104 +20,275	+13%	+$312K	2.56%	13
2018 Q1	$2.38M	Buy	+160,829	New	+$2.51M	2.42%	17

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

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

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

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

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 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

Smart Money Group's FFA Position: Q1 2020 in Review

Smart Money Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2020, closing a stake of 166,699 shares — an estimated $2.88M sold.

Smart Money Group first reported a position in FFA in Q1 2018 and held it in 8 quarters. The position peaked at $2.88M in Q3 2018. 38 funds tracked by Wall St. Rank hold FFA as of Q1 2020.

Smart Money Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 166,699 First Trust Enhanced Equity Income Fund shares in Q1 2020, an estimated $2.88M.
Smart Money Group first reported a position in First Trust Enhanced Equity Income Fund in Q1 2018 and held it in 8 quarters.
Smart Money Group's First Trust Enhanced Equity Income Fund position peaked at $2.88M in Q3 2018.
38 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.