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First Trust Enhanced Equity Income Fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of First Trust Enhanced Equity Income Fund (FFA) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in First Trust Enhanced Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust Enhanced Equity Income Fund held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Enhanced Equity Income Fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 57k 20.34
2024-06-30 $1.1M 57k 19.91

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

Top funds holding First Trust Enhanced Equity Income Fund

Morgan Stanley
Wells Fargo & Company
Exeter Financial
Guggenheim Capital, LLC Managers
Invesco
Royal Bank of Canada
Karpus Investment Management
International Assets Investment Management
North Star Investment Management
Raymond James & Associates
LPL Financial
Advisors Asset Management
Shaker Financial Services
Edmonds Duncan Registered Investment Advisors
Integrated Wealth Concepts

View all funds holding First Trust Enhanced Equity Income Fund