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 Q1	$1.58M	Buy	+26,385	New	+$570K	1.22%	20

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

Clear Point Advisors's FFA Position: Q1 2026 in Review

Clear Point Advisors opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q1 2026: 26,385 shares worth $1.58M. The stake represents 1.22% of the portfolio and ranks #20 among its holdings.

65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

Clear Point Advisors held 26,385 shares of First Trust Enhanced Equity Income Fund worth $1.58M as of Q1 2026.
First Trust Enhanced Equity Income Fund was a new Clear Point Advisors position in Q1 2026.
First Trust Enhanced Equity Income Fund made up 1.22% of Clear Point Advisors's portfolio in Q1 2026, its #20 holding.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.