Wealthcare Advisory Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Wealthcare Advisory 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
2021 Q4	–	Sell	-15,075	Closed	-$297K	–	590
2021 Q3	$297K	Hold	15,075	–	–	0.02%	418
2021 Q2	$306K	Hold	15,075	–	–	0.02%	424
2021 Q1	$282K	Hold	15,075	–	–	0.02%	407
2020 Q4	$266K	Buy	+15,075	New	+$242K	0.02%	344
2020 Q2	–	Sell	-2,075	Closed	-$26K	–	666
2020 Q1	$26K	Hold	2,075	–	–	﹤0.01%	658
2019 Q4	$36K	Hold	2,075	–	–	﹤0.01%	621
2019 Q3	$33K	Hold	2,075	–	–	﹤0.01%	624
2019 Q2	$33K	Hold	2,075	–	–	0.01%	600
2019 Q1	$31K	Hold	2,075	–	–	0.01%	561
2018 Q4	$27K	Hold	2,075	–	–	0.01%	565
2018 Q3	$33K	Hold	2,075	–	–	0.01%	558
2018 Q2	$33K	Hold	2,075	–	–	0.01%	550
2018 Q1	$31K	Hold	2,075	–	–	0.01%	489
2017 Q4	$34K	Hold	2,075	–	–	0.01%	437
2017 Q3	$31K	Buy	+2,075	New	+$31K	0.01%	365

Other funds holding FFA

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthcare Advisory Partners's FFA Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2021, closing a stake of 15,075 shares — an estimated $297K sold.

Wealthcare Advisory Partners first reported a position in FFA in Q3 2017 and held it in 15 quarters. The position peaked at $306K in Q2 2021. 56 funds tracked by Wall St. Rank hold FFA as of Q4 2021.

Wealthcare Advisory Partners reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 15,075 First Trust Enhanced Equity Income Fund shares in Q4 2021, an estimated $297K.
Wealthcare Advisory Partners first reported a position in First Trust Enhanced Equity Income Fund in Q3 2017 and held it in 15 quarters.
Wealthcare Advisory Partners's First Trust Enhanced Equity Income Fund position peaked at $306K in Q2 2021.
56 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.