Creative Planning’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Creative Planning’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	$1.75M	Sell	78,215 -1,513	-2%	-$33.6K	﹤0.01%	2198
2026 Q1	$1.63M	Sell	79,728 -45	-0.1%	-$972	﹤0.01%	2072
2025 Q4	$1.76M	Buy	79,773 +378	+0.5%	+$8.17K	﹤0.01%	1829
2025 Q3	$1.71M	Buy	79,395 +1,935	+2%	+$40.7K	﹤0.01%	1663
2025 Q2	$1.59M	Buy	77,460 +1,366	+2%	+$26.2K	﹤0.01%	1495
2025 Q1	$1.47M	Sell	76,094 -4,266	-5%	-$86.7K	﹤0.01%	1414
2024 Q4	$1.66M	Buy	+80,360	New	+$1.65M	﹤0.01%	1258
2017 Q3	–	Sell	-500	Closed	-$7K	–	2491
2017 Q2	$7K	Sell	500 -1,000	-67%	-$14.7K	﹤0.01%	3817
2017 Q1	$22K	Buy	1,500 +1,000	+200%	+$14.1K	﹤0.01%	3058
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	3756
2016 Q3	$7K	Sell	500 -1,000	-67%	-$13.5K	﹤0.01%	3719
2016 Q2	$20K	Hold	1,500	–	–	﹤0.01%	2796
2016 Q1	$19K	Buy	1,500 +1,000	+200%	+$12.3K	﹤0.01%	2785
2015 Q4	$7K	Buy	+500	New	+$6.68K	﹤0.01%	3502

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

Creative Planning's FFA Position: Q2 2026 in Review

Creative Planning reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 1.9% in Q2 2026, selling an estimated $33.6K and leaving 78,215 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Creative Planning first reported a position in FFA in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2025. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Creative Planning held 78,215 shares of First Trust Enhanced Equity Income Fund worth $1.75M as of Q2 2026.
Creative Planning sold 1,513 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $33.6K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2198 holding.
Creative Planning first reported a position in First Trust Enhanced Equity Income Fund in Q4 2015 and has held it in 14 quarters since.
Creative Planning's First Trust Enhanced Equity Income Fund position peaked at $1.76M in Q4 2025.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.