WA
FFA

WFG Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-245
Closed -$4K – 1870
2014
Q4 		$4K Hold
245
– – ﹤0.01% 1697
2014
Q3 		$4K Hold
245
– – ﹤0.01% 1711
2014
Q2 		$4K Hold
245
– – ﹤0.01% 1696
2014
Q1 		$3K Hold
245
– – ﹤0.01% 1731
2013
Q4 		$3K Buy
+245
New +$3.18K ﹤0.01% 1867

Other funds holding FFA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFG Advisors's FFA Position: Q1 2015 in Review

WFG Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2015, closing a stake of 245 shares — an estimated $4K sold.

WFG Advisors first reported a position in FFA in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2014. 35 funds tracked by Wall St. Rank hold FFA as of Q1 2015.

  • WFG Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 245 First Trust Enhanced Equity Income Fund shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's First Trust Enhanced Equity Income Fund position peaked at $4K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.