Geneos Wealth Management Inc. First Trust Enhanced Equity Income Fund Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	BUY	$18.71 - $20.52 $3,742 - $4,104	200 Added 17.94%	1,315 $27,000
Q2 2019 Sep 07, 2021	SELL	$14.6 - $15.99 $17,855 - $19,555	-1,223 Reduced 52.31%	1,115 $17,000
Q1 2019 Sep 07, 2021	SELL	$12.86 - $15.39 $1,556 - $1,862	-121 Reduced 4.92%	2,338 $35,000
Q4 2018 Sep 07, 2021	BUY	$12.1 - $16.03 $2,867 - $3,799	237 Added 10.67%	2,459 $31,000
Q3 2018 Sep 07, 2021	BUY	$15.61 - $16.63 $14,548 - $15,499	932 Added 72.25%	2,222 $35,000
Q2 2018 Sep 07, 2021	BUY	$14.54 - $16.61 $6,906 - $7,889	475 Added 58.28%	1,290 $20,000
Q4 2017 Sep 07, 2021	BUY	$15.05 - $16.38 $3,010 - $3,276	200 Added 32.52%	815 $13,000
Q2 2016 Sep 07, 2021	BUY	N/A	100 Added 19.42%	615 $8,000
Q1 2016 Sep 07, 2021	BUY	N/A	515	515 $6,000

Others Institutions Holding FFA

# of Institutions

68

Shares Held

6.1M

Call Options Held

0

Put Options Held

0

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...

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