GRP
FFA

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
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
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
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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Global Retirement Partners's FFA Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Enhanced Equity Income Fund (FFA) stake by 2,543% in Q4 2025, buying an estimated $506K and bringing the position to 24,318 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #928.

Global Retirement Partners first reported a position in FFA in Q1 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold FFA as of Q4 2025.

  • Global Retirement Partners held 24,318 shares of First Trust Enhanced Equity Income Fund worth $535K as of Q4 2025.
  • Global Retirement Partners bought 23,398 First Trust Enhanced Equity Income Fund shares in Q4 2025, an estimated $506K.
  • First Trust Enhanced Equity Income Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #928 holding.
  • Global Retirement Partners first reported a position in First Trust Enhanced Equity Income Fund in Q1 2023 and has held it in 11 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.