Envestnet Asset Management
FFA

Envestnet Asset Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Envestnet Asset Management’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 		$2.33M Buy
114,108
+32,509
+40% +$702K ﹤0.01% 2897
2025
Q4 		$1.8M Sell
81,599
-5,671
-6% -$123K ﹤0.01% 2908
2025
Q3 		$1.88M Buy
87,270
+7,571
+9% +$159K ﹤0.01% 2917
2025
Q2 		$1.63M Buy
79,699
+11,510
+17% +$221K ﹤0.01% 2967
2025
Q1 		$1.32M Buy
68,189
+265
+0.4% +$5.39K ﹤0.01% 3011
2024
Q4 		$1.41M Buy
67,924
+3,752
+6% +$77.1K ﹤0.01% 2928
2024
Q3 		$1.31M Buy
64,172
+376
+0.6% +$7.45K ﹤0.01% 2949
2024
Q2 		$1.27M Buy
63,796
+2,643
+4% +$49.9K ﹤0.01% 2875
2024
Q1 		$1.16M Buy
61,153
+391
+0.6% +$7.23K ﹤0.01% 2933
2023
Q4 		$1.11M Sell
60,762
-2,911
-5% -$50.3K ﹤0.01% 2867
2023
Q3 		$1.1M Sell
63,673
-318
-0.5% -$5.66K ﹤0.01% 2748
2023
Q2 		$1.12M Sell
63,991
-523
-0.8% -$8.84K ﹤0.01% 2667
2023
Q1 		$1.07M Buy
64,514
+10,462
+19% +$173K ﹤0.01% 2632
2022
Q4 		$852K Sell
54,052
-100,508
-65% -$1.58M ﹤0.01% 2765
2022
Q3 		$2.27M Buy
154,560
+29,179
+23% +$492K ﹤0.01% 2007
2022
Q2 		$2.05M Sell
125,381
-16,964
-12% -$306K ﹤0.01% 2095
2022
Q1 		$2.88M Buy
142,345
+41,037
+41% +$831K ﹤0.01% 1978
2021
Q4 		$2.16M Buy
101,308
+3,461
+4% +$72.6K ﹤0.01% 2118
2021
Q3 		$1.93M Buy
97,847
+43,523
+80% +$906K ﹤0.01% 2110
2021
Q2 		$1.1M Buy
+54,324
New +$1.07M ﹤0.01% 2448
2016
Q1 		– Sell
-4,722
Closed -$62K – 3104
2015
Q4 		$62K Buy
4,722
+202
+4% +$2.7K ﹤0.01% 2577
2015
Q3 		$56K Buy
+4,520
New +$61.8K ﹤0.01% 2597
2015
Q1 		– Sell
-1,264
Closed -$18K – 2154
2014
Q4 		$18K Buy
1,264
+158
+14% +$2.28K ﹤0.01% 1783
2014
Q3 		$16K Buy
+1,106
New +$16K ﹤0.01% 1958

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management's FFA Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust Enhanced Equity Income Fund (FFA) stake by 40% in Q1 2026, buying an estimated $702K and bringing the position to 114,108 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Envestnet Asset Management first reported a position in FFA in Q3 2014 and has held it in 24 quarters since. The position peaked at $2.88M in Q1 2022. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Envestnet Asset Management held 114,108 shares of First Trust Enhanced Equity Income Fund worth $2.33M as of Q1 2026.
  • Envestnet Asset Management bought 32,509 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $702K.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2897 holding.
  • Envestnet Asset Management first reported a position in First Trust Enhanced Equity Income Fund in Q3 2014 and has held it in 24 quarters since.
  • Envestnet Asset Management's First Trust Enhanced Equity Income Fund position peaked at $2.88M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.