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

Total Clarity 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
2022 Q3	–	Sell	-6,909	Closed	-$113K	–	466
2022 Q2	$113K	Buy	+6,909	New	+$125K	0.06%	301
2022 Q1	–	Sell	-6,806	Closed	-$145K	–	435
2021 Q4	$145K	Hold	6,806	–	–	0.07%	261
2021 Q3	$134K	Buy	+6,806	New	+$142K	0.06%	267
2021 Q2	–	Sell	-7,166	Closed	-$134K	–	362
2021 Q1	$134K	Buy	+7,166	New	+$128K	0.08%	215
2020 Q1	–	Sell	-6,806	Closed	-$117K	–	249
2019 Q4	$117K	Buy	+6,806	New	+$111K	0.09%	167

Other funds holding FFA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Total Clarity Wealth Management's FFA Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2022, closing a stake of 6,909 shares — an estimated $113K sold.

Total Clarity Wealth Management first reported a position in FFA in Q4 2019 and held it in 5 quarters. The position peaked at $145K in Q4 2021. 56 funds tracked by Wall St. Rank hold FFA as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 6,909 First Trust Enhanced Equity Income Fund shares in Q3 2022, an estimated $113K.
Total Clarity Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $145K in Q4 2021.
56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.