Advisornet Financial’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Advisornet Financial’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
2026 Q1	$13.4K	Buy	656 +12	+2%	+$259	﹤0.01%	1452
2025 Q4	$14.2K	Buy	644 +11	+2%	+$238	﹤0.01%	1437
2025 Q3	$13.6K	Buy	633 +12	+2%	+$252	﹤0.01%	1427
2025 Q2	$12.7K	Buy	621 +10	+2%	+$192	﹤0.01%	1413
2025 Q1	$11.8K	Buy	611 +11	+2%	+$224	﹤0.01%	1359
2024 Q4	$12.4K	Hold	600	–	–	﹤0.01%	1270
2024 Q3	$12.2K	Hold	600	–	–	﹤0.01%	1360
2024 Q2	$12K	Hold	600	–	–	﹤0.01%	1252
2024 Q1	$11.3K	Hold	600	–	–	﹤0.01%	1249
2023 Q4	$11K	Hold	600	–	–	﹤0.01%	1284
2023 Q3	$10.4K	Hold	600	–	–	﹤0.01%	1235
2023 Q2	$10.5K	Hold	600	–	–	﹤0.01%	1309
2023 Q1	$9.91K	Hold	600	–	–	﹤0.01%	1302
2022 Q4	$9.46K	Hold	600	–	–	﹤0.01%	1313
2022 Q3	$9K	Buy	+600	New	+$10.1K	﹤0.01%	1367
2020 Q1	–	Sell	-2,550	Closed	-$44K	–	1824
2019 Q4	$44K	Buy	+2,550	New	+$41.8K	﹤0.01%	937

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's FFA Position: Q1 2026 in Review

Advisornet Financial increased its First Trust Enhanced Equity Income Fund (FFA) stake by 1.9% in Q1 2026, buying an estimated $259 and bringing the position to 656 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Advisornet Financial first reported a position in FFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $44K in Q4 2019. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

Advisornet Financial held 656 shares of First Trust Enhanced Equity Income Fund worth $13.4K as of Q1 2026.
Advisornet Financial bought 12 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $259.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1452 holding.
Advisornet Financial first reported a position in First Trust Enhanced Equity Income Fund in Q4 2019 and has held it in 16 quarters since.
Advisornet Financial's First Trust Enhanced Equity Income Fund position peaked at $44K in Q4 2019.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.