BIAS
FFA

Beacon Investment Advisory Services’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Beacon Investment Advisory Services’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 		$20.1K Hold
900
– – ﹤0.01% 546
2026
Q1 		$18.4K Buy
+900
New +$19.4K ﹤0.01% 559

Other funds holding FFA

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EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 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 $319M AUM 3.9% 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

Beacon Investment Advisory Services's FFA Position: Q2 2026 in Review

Beacon Investment Advisory Services held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q2 2026 at 900 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Beacon Investment Advisory Services 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.

  • Beacon Investment Advisory Services held 900 shares of First Trust Enhanced Equity Income Fund worth $20.1K as of Q2 2026.
  • Beacon Investment Advisory Services left its First Trust Enhanced Equity Income Fund share count unchanged in Q2 2026.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #546 holding.
  • Beacon Investment Advisory Services 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 Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.