CA
FFA

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

Clearstead 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
2025
Q3 		– Sell
-450
Closed -$9.22K – 3144
2025
Q2 		$9.22K Hold
450
– – ﹤0.01% 1914
2025
Q1 		$8.69K Hold
450
– – ﹤0.01% 1639
2024
Q4 		$9.32K Hold
450
– – ﹤0.01% 1590
2024
Q3 		$9.15K Hold
450
– – ﹤0.01% 1600
2024
Q2 		$8.96K Buy
+450
New +$8.49K ﹤0.01% 1563
2022
Q2 		– Sell
-1,600
Closed -$32K – 1325
2022
Q1 		$32K Hold
1,600
– – ﹤0.01% 765
2021
Q4 		$34K Buy
+1,600
New +$33.6K ﹤0.01% 723

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Clearstead Advisors's FFA Position: Q3 2025 in Review

Clearstead Advisors sold out of First Trust Enhanced Equity Income Fund (FFA) in Q3 2025, closing a stake of 450 shares — an estimated $9.22K sold.

Clearstead Advisors first reported a position in FFA in Q4 2021 and held it in 7 quarters. The position peaked at $34K in Q4 2021. 60 funds tracked by Wall St. Rank hold FFA as of Q3 2025.

  • Clearstead Advisors reported no remaining First Trust Enhanced Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 450 First Trust Enhanced Equity Income Fund shares in Q3 2025, an estimated $9.22K.
  • Clearstead Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2021 and held it in 7 quarters.
  • Clearstead Advisors's First Trust Enhanced Equity Income Fund position peaked at $34K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.