Blue Bell Private Wealth Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Blue Bell Private Wealth 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	$143K	Buy	6,394 +5,043	+373%	+$112K	0.02%	315
2026 Q1	$27.6K	Buy	1,351 +201	+17%	+$4.34K	﹤0.01%	481
2025 Q4	$25.3K	Buy	+1,150	New	+$24.9K	﹤0.01%	468
2020 Q4	–	Sell	-100	Closed	-$2K	–	151
2020 Q3	$2K	Buy	+100	New	+$1.51K	﹤0.01%	158
2018 Q4	–	Sell	-1,820	Closed	-$29K	–	212
2018 Q3	$29K	Sell	1,820 -4,219	-70%	-$68.5K	0.01%	134
2018 Q2	$95K	Sell	6,039 -8,899	-60%	-$137K	0.04%	89
2018 Q1	$220K	Sell	14,938 -7,113	-32%	-$111K	0.1%	66
2017 Q4	$357K	Sell	22,051 -28,669	-57%	-$447K	0.16%	58
2017 Q3	$763K	Sell	50,720 -14,344	-22%	-$214K	0.36%	31
2017 Q2	$953K	Sell	65,064 -2,539	-4%	-$37.3K	0.47%	29
2017 Q1	$976K	Buy	67,603 +740	+1%	+$10.4K	0.53%	29
2016 Q4	$904K	Sell	66,863 -3,977	-6%	-$53.3K	0.55%	29
2016 Q3	$947K	Sell	70,840 -951	-1%	-$12.8K	0.55%	30
2016 Q2	$942K	Sell	71,791 -1,562	-2%	-$20.2K	0.61%	26
2016 Q1	$935K	Buy	73,353 +46,269	+171%	+$568K	0.64%	26
2015 Q4	$358K	Buy	+27,084	New	+$362K	0.24%	71
2014 Q2	–	Sell	-6,405	Closed	-$85K	–	414
2014 Q1	$85K	Hold	6,405	–	–	0.06%	152
2013 Q4	$85K	Buy	+6,405	New	+$83.1K	0.07%	144

Other funds holding FFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Blue Bell Private Wealth Management's FFA Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its First Trust Enhanced Equity Income Fund (FFA) stake by 373% in Q2 2026, buying an estimated $112K and bringing the position to 6,394 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #315.

Blue Bell Private Wealth Management first reported a position in FFA in Q4 2013 and has held it in 18 quarters since. The position peaked at $976K in Q1 2017. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Blue Bell Private Wealth Management held 6,394 shares of First Trust Enhanced Equity Income Fund worth $143K as of Q2 2026.
Blue Bell Private Wealth Management bought 5,043 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $112K.
First Trust Enhanced Equity Income Fund made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #315 holding.
Blue Bell Private Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q4 2013 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $976K in Q1 2017.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.