Global Retirement Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Global Retirement Partners’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	$736K	Buy	+32,919	New	+$730K	0.01%	863
2025 Q4	$535K	Buy	24,318 +23,398	+2,543%	+$506K	0.01%	928
2025 Q3	$19.8K	Hold	920	–	–	﹤0.01%	2404
2025 Q2	$18.8K	Buy	+920	New	+$17.7K	﹤0.01%	2322
2024 Q4	$17.1K	Hold	825	–	–	﹤0.01%	2175
2024 Q3	$16.8K	Hold	825	–	–	﹤0.01%	2072
2024 Q2	$16.4K	Hold	825	–	–	﹤0.01%	2085
2024 Q1	$15.6K	Hold	825	–	–	﹤0.01%	1916
2023 Q4	$14.8K	Hold	825	–	–	﹤0.01%	1898
2023 Q3	$13.9K	Hold	825	–	–	﹤0.01%	1815
2023 Q2	$14.5K	Hold	825	–	–	﹤0.01%	1816
2023 Q1	$13.7K	Buy	+825	New	+$13.6K	﹤0.01%	1799

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

Global Retirement Partners's FFA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q2 2026: 32,919 shares worth $736K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FFA as recently as Q4 2025.

Global Retirement Partners first reported a position in FFA in Q1 2023 and has held it in 12 quarters since. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Global Retirement Partners held 32,919 shares of First Trust Enhanced Equity Income Fund worth $736K as of Q2 2026.
First Trust Enhanced Equity Income Fund was a new Global Retirement Partners position in Q2 2026.
First Trust Enhanced Equity Income Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #863 holding.
Global Retirement Partners first reported a position in First Trust Enhanced Equity Income Fund in Q1 2023 and has held it in 12 quarters since.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.