Institute For Wealth Management, Llc. First Trust Enhanced Equity Income Fund Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$16.0 - $20.27 $1,280 - $1,621	-80 Reduced 0.78%	10,176 $166,000
Q4 2021 Jan 21, 2022	SELL	$19.68 - $21.95 $16,236 - $18,108	-825 Reduced 7.45%	10,256 $218,000
Q2 2021 Jul 21, 2021	SELL	$18.71 - $20.52 $505 - $554	-27 Reduced 0.24%	11,081 $225,000
Q1 2021 May 04, 2021	SELL	$16.8 - $18.86 $1,360 - $1,527	-81 Reduced 0.72%	11,108 $208,000
Q4 2020 Feb 01, 2021	SELL	$14.38 - $17.62 $1,150 - $1,409	-80 Reduced 0.71%	11,189 $197,000
Q2 2020 Jul 30, 2020	SELL	$11.58 - $15.05 $1,158 - $1,505	-100 Reduced 0.88%	11,269 $164,000
Q1 2020 Apr 29, 2020	SELL	$9.85 - $17.7 $6,895 - $12,390	-700 Reduced 5.8%	11,369 $143,000
Q4 2019 Feb 27, 2020	BUY	$15.45 - $17.25 $183,252 - $204,602	11,861 Added 5702.4%	12,069 $208,000
Q4 2019 Jan 27, 2020	SELL	$15.45 - $17.25 $183,252 - $204,602	-11,861 Reduced 98.28%	208 $208,000
Q1 2019 May 15, 2019	BUY	$12.86 - $15.39 $155,207 - $185,741	12,069 New	12,069 $181,000
Q4 2018 Feb 08, 2019	SELL	$12.1 - $16.03 $157,215 - $208,277	-12,993 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$15.61 - $16.63 $1,561 - $1,663	100 Added 0.78%	12,993 $211,000
Q4 2017 Feb 12, 2018	BUY	$15.05 - $16.38 $194,039 - $211,187	12,893 New	12,893 $208,000
Q3 2017 Nov 14, 2017	SELL	$14.51 - $15.2 $186,671 - $195,548	-12,865 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	12,865	12,865 $188,000

Others Institutions Holding FFA

# of Institutions

66

Shares Held

5.93M

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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