AssetMark Inc’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

AssetMark Inc’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 Q3	$28.8K	Buy	+1,295	New	+$29.6K	﹤0.01%	2113

Other funds holding FFA

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AssetMark Inc's FFA Position: Q3 2026 in Review

AssetMark Inc opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q3 2026: 1,295 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #2113 among its holdings.

12 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

AssetMark Inc held 1,295 shares of First Trust Enhanced Equity Income Fund worth $28.8K as of Q3 2026.
First Trust Enhanced Equity Income Fund was a new AssetMark Inc position in Q3 2026.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2113 holding.
12 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.