TWM
FFA

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

Tradition 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
Q2 		– Sell
-1,242
Closed -$25K – 1100
2022
Q1 		$25K Buy
+1,242
New +$25.2K ﹤0.01% 664

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tradition Wealth Management's FFA Position: Q2 2022 in Review

Tradition Wealth Management sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2022, closing a stake of 1,242 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in FFA in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 53 funds tracked by Wall St. Rank hold FFA as of Q2 2022.

  • Tradition Wealth Management reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 1,242 First Trust Enhanced Equity Income Fund shares in Q2 2022, an estimated $25K.
  • Tradition Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q1 2022 and held it in 1 quarter.
  • Tradition Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $25K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.