BEI
FFA

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

Benjamin Edwards 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
Q1 		$352K Buy
17,260
+57
+0.3% +$1.23K ﹤0.01% 1110
2025
Q4 		$379K Buy
17,203
+1,186
+7% +$25.6K ﹤0.01% 1035
2025
Q3 		$345K Buy
16,017
+3,504
+28% +$73.7K ﹤0.01% 1057
2025
Q2 		$256K Buy
12,513
+34
+0.3% +$653 ﹤0.01% 1040
2025
Q1 		$241K Buy
12,479
+1,962
+19% +$39.9K ﹤0.01% 996
2024
Q4 		$218K Sell
10,517
-1,400
-12% -$28.8K ﹤0.01% 1057
2024
Q3 		$242K Buy
+11,917
New +$236K ﹤0.01% 1016

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

Benjamin Edwards Inc's FFA Position: Q1 2026 in Review

Benjamin Edwards Inc increased its First Trust Enhanced Equity Income Fund (FFA) stake by 0.33% in Q1 2026, buying an estimated $1.23K and bringing the position to 17,260 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Benjamin Edwards Inc first reported a position in FFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $379K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Benjamin Edwards Inc held 17,260 shares of First Trust Enhanced Equity Income Fund worth $352K as of Q1 2026.
  • Benjamin Edwards Inc bought 57 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $1.23K.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1110 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Enhanced Equity Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's First Trust Enhanced Equity Income Fund position peaked at $379K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.