WI
FFA

Wintrust Investments’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Wintrust Investments’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
2024
Q4 		$25K Buy
1,244
+80
+7% +$1.64K 0.02% 357
2024
Q3 		$23K Buy
+1,164
New +$23.1K 0.02% 455

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wintrust Investments's FFA Position: Q4 2024 in Review

Wintrust Investments increased its First Trust Enhanced Equity Income Fund (FFA) stake by 6.9% in Q4 2024, buying an estimated $1.64K and bringing the position to 1,244 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #357.

Wintrust Investments first reported a position in FFA in Q3 2024 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold FFA as of Q4 2024.

  • Wintrust Investments held 1,244 shares of First Trust Enhanced Equity Income Fund worth $25K as of Q4 2024.
  • Wintrust Investments bought 80 First Trust Enhanced Equity Income Fund shares in Q4 2024, an estimated $1.64K.
  • First Trust Enhanced Equity Income Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #357 holding.
  • Wintrust Investments first reported a position in First Trust Enhanced Equity Income Fund in Q3 2024 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.