9258 Wealth Management, LLC First Trust Enhanced Equity Income Fund Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in First Trust Enhanced Equity Income Fund stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 47,330 shares of FFA stock, worth $946,600. This represents 0.15% of its overall portfolio holdings.
Number of Shares
47,330
Previous 47,292
0.08%
Holding current value
$946,600
Previous $893,000
5.49%
% of portfolio
0.15%
Previous 0.14%
Shares
23 transactions
Others Institutions Holding FFA
# of Institutions
65Shares Held
6.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.51MShares$30.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA612KShares$12.2 Million0.0% of portfolio
-
Exeter Financial, LLC530KShares$10.6 Million4.86% of portfolio
-
Guggenheim Capital LLC Chicago, IL365KShares$7.29 Million0.05% of portfolio
-
Ubs Group Ag280KShares$5.6 Million0.0% of portfolio
About FIRST TRUST ENHANCED EQUITY INCOME FUND
- Ticker FFA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust Enhanced Equity Income Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Chartwell Investment Partners, L.P. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across the diversified sectors. It invests...