AFG
FFA

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

Atomi Financial Group’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 		– Sell
-31,217
Closed -$687K – 1246
2025
Q4 		$687K Buy
31,217
+1,293
+4% +$27.9K 0.02% 551
2025
Q3 		$644K Buy
29,924
+1,176
+4% +$24.7K 0.02% 541
2025
Q2 		$589K Buy
28,748
+1,963
+7% +$37.7K 0.02% 519
2025
Q1 		$517K Buy
26,785
+4,129
+18% +$83.9K 0.02% 523
2024
Q4 		$469K Buy
22,656
+1,366
+6% +$28.1K 0.02% 509
2024
Q3 		$433K Buy
21,290
+2,069
+11% +$41K 0.03% 516
2024
Q2 		$383K Buy
+19,221
New +$363K 0.03% 485

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's FFA Position: Q1 2026 in Review

Atomi Financial Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2026, closing a stake of 31,217 shares — an estimated $687K sold.

Atomi Financial Group first reported a position in FFA in Q2 2024 and held it in 7 quarters. The position peaked at $687K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Atomi Financial Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 31,217 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $687K.
  • Atomi Financial Group first reported a position in First Trust Enhanced Equity Income Fund in Q2 2024 and held it in 7 quarters.
  • Atomi Financial Group's First Trust Enhanced Equity Income Fund position peaked at $687K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.