SWM
FFA

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

Spire 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
2024
Q2 		– Sell
-27,992
Closed -$529K – 2275
2024
Q1 		$529K Hold
27,992
– – 0.01% 501
2023
Q4 		$512K Hold
27,992
– – 0.02% 506
2023
Q3 		$483K Buy
27,992
+52
+0.2% +$925 0.02% 482
2023
Q2 		$490K Buy
27,940
+50
+0.2% +$845 0.02% 492
2023
Q1 		$461K Buy
27,890
+25,184
+931% +$416K 0.02% 513
2022
Q4 		$43K Buy
2,706
+54
+2% +$847 ﹤0.01% 1037
2022
Q3 		$39K Sell
2,652
-25,061
-90% -$422K ﹤0.01% 1042
2022
Q2 		$453K Sell
27,713
-27,049
-49% -$488K 0.02% 505
2022
Q1 		$1.11M Buy
54,762
+743
+1% +$15.1K 0.03% 365
2021
Q4 		$1.15M Buy
54,019
+690
+1% +$14.5K 0.03% 434
2021
Q3 		$1.05M Buy
53,329
+203
+0.4% +$4.23K 0.03% 399
2021
Q2 		$1.08M Buy
53,126
+708
+1% +$14K 0.03% 408
2021
Q1 		$980K Buy
+52,418
New +$936K 0.03% 449

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Spire Wealth Management's FFA Position: Q2 2024 in Review

Spire Wealth Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2024, closing a stake of 27,992 shares — an estimated $529K sold.

Spire Wealth Management first reported a position in FFA in Q1 2021 and held it in 13 quarters. The position peaked at $1.15M in Q4 2021. 62 funds tracked by Wall St. Rank hold FFA as of Q2 2024.

  • Spire Wealth Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 27,992 First Trust Enhanced Equity Income Fund shares in Q2 2024, an estimated $529K.
  • Spire Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $1.15M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.