CPA
FFA

Clear Point Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Clear Point Advisors’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 		– Sell
-26,385
Closed -$1.58M – 103
2026
Q1 		$1.58M Buy
+26,385
New +$570K 1.22% 20

Other funds holding FFA

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

Clear Point Advisors's FFA Position: Q2 2026 in Review

Clear Point Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2026, closing a stake of 26,385 shares — an estimated $1.58M sold.

Clear Point Advisors first reported a position in FFA in Q1 2026 and held it in 1 quarter. The position peaked at $1.58M in Q1 2026. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • Clear Point Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2026 after selling out during the quarter.
  • Clear Point Advisors sold 26,385 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $1.58M.
  • Clear Point Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q1 2026 and held it in 1 quarter.
  • Clear Point Advisors's First Trust Enhanced Equity Income Fund position peaked at $1.58M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.