SWP
FFA

Stratos Wealth Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-850
Closed -$14K – 1379
2018
Q3 		$14K Buy
+850
New +$13.8K ﹤0.01% 2025
2018
Q2 		– Sell
-850
Closed -$13K – 1507
2018
Q1 		$13K Hold
850
– – ﹤0.01% 2190
2017
Q4 		$14K Buy
+850
New +$13.3K ﹤0.01% 2023

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stratos Wealth Partners's FFA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2018, closing a stake of 850 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in FFA in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 47 funds tracked by Wall St. Rank hold FFA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 850 First Trust Enhanced Equity Income Fund shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in First Trust Enhanced Equity Income Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's First Trust Enhanced Equity Income Fund position peaked at $14K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.