Certified Advisory Corp’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Certified Advisory Corp’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	-10,164	Closed	-$224K	–	322
2025 Q4	$224K	Sell	10,164 -215	-2%	-$4.65K	0.02%	303
2025 Q3	$223K	Sell	10,379 -404	-4%	-$8.5K	0.02%	297
2025 Q2	$221K	Buy	10,783 +66	+0.6%	+$1.27K	0.02%	289
2025 Q1	$207K	Buy	10,717 +68	+0.6%	+$1.38K	0.02%	287
2024 Q4	$221K	Buy	10,649 +63	+0.6%	+$1.29K	0.02%	277
2024 Q3	$215K	Buy	10,586 +573	+6%	+$11.3K	0.02%	283
2024 Q2	$199K	Sell	10,013 -465	-4%	-$8.77K	0.03%	279
2024 Q1	$198K	Buy	10,478 +59	+0.6%	+$1.09K	0.03%	259
2023 Q4	$190K	Buy	+10,419	New	+$180K	0.03%	256
2021 Q2	–	Sell	-814	Closed	-$15K	–	383
2021 Q1	$15K	Buy	+814	New	+$14.5K	﹤0.01%	542
2020 Q2	$12K	Hold	814	–	–	﹤0.01%	520
2020 Q1	$10K	Hold	814	–	–	﹤0.01%	530
2019 Q4	$14K	Hold	814	–	–	﹤0.01%	539
2019 Q3	$13K	Hold	814	–	–	﹤0.01%	544
2019 Q2	$13K	Hold	814	–	–	﹤0.01%	543
2019 Q1	$12K	Hold	814	–	–	0.01%	526
2018 Q4	$11K	Hold	814	–	–	0.01%	524
2018 Q3	$13K	Hold	814	–	–	0.01%	527
2018 Q2	$13K	Hold	814	–	–	0.01%	500
2018 Q1	$12K	Hold	814	–	–	0.01%	483
2017 Q4	$13K	Buy	+814	New	+$12.7K	0.01%	431

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Certified Advisory Corp's FFA Position: Q1 2026 in Review

Certified Advisory Corp sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2026, closing a stake of 10,164 shares — an estimated $224K sold.

Certified Advisory Corp first reported a position in FFA in Q4 2017 and held it in 21 quarters. The position peaked at $224K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

Certified Advisory Corp reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 10,164 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $224K.
Certified Advisory Corp first reported a position in First Trust Enhanced Equity Income Fund in Q4 2017 and held it in 21 quarters.
Certified Advisory Corp's First Trust Enhanced Equity Income Fund position peaked at $224K in Q4 2025.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.