Allied Private Wealth’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Allied Private Wealth’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 Q2	$25.5K	Buy	+1,132	New	+$25.1K	0.02%	350

Other funds holding FFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Allied Private Wealth's FFA Position: Q2 2026 in Review

Allied Private Wealth opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q2 2026: 1,132 shares worth $25.5K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings.

72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Allied Private Wealth held 1,132 shares of First Trust Enhanced Equity Income Fund worth $25.5K as of Q2 2026.
First Trust Enhanced Equity Income Fund was a new Allied Private Wealth position in Q2 2026.
First Trust Enhanced Equity Income Fund made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #350 holding.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.