TFGT
FFA

TS Financial Group (TSFG)’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

TS Financial Group (TSFG)’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
2019
Q4 		– Sell
-523
Closed -$8K – 835
2019
Q3 		$8K Buy
+523
New +$8.33K 0.01% 446

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
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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

TS Financial Group (TSFG)'s FFA Position: Q4 2019 in Review

TS Financial Group (TSFG) sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2019, closing a stake of 523 shares — an estimated $8K sold.

TS Financial Group (TSFG) first reported a position in FFA in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 44 funds tracked by Wall St. Rank hold FFA as of Q4 2019.

  • TS Financial Group (TSFG) reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 523 First Trust Enhanced Equity Income Fund shares in Q4 2019, an estimated $8K.
  • TS Financial Group (TSFG) first reported a position in First Trust Enhanced Equity Income Fund in Q3 2019 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s First Trust Enhanced Equity Income Fund position peaked at $8K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2019.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2019, filed 27 Jan 2020.