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Axiom Investment Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Axiom Investment Management’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 		$144K Buy
6,438
+643
+11% +$14.3K 0.1% 136
2026
Q1 		$118K Buy
+5,795
New +$125K 0.09% 134

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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

Axiom Investment Management's FFA Position: Q2 2026 in Review

Axiom Investment Management increased its First Trust Enhanced Equity Income Fund (FFA) stake by 11% in Q2 2026, buying an estimated $14.3K and bringing the position to 6,438 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #136.

Axiom Investment Management first reported a position in FFA in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • Axiom Investment Management held 6,438 shares of First Trust Enhanced Equity Income Fund worth $144K as of Q2 2026.
  • Axiom Investment Management bought 643 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $14.3K.
  • First Trust Enhanced Equity Income Fund made up 0.1% of Axiom Investment Management's portfolio in Q2 2026, its #136 holding.
  • Axiom Investment Management first reported a position in First Trust Enhanced Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.