Harbour Investments’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Harbour Investments’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	$90.9K	Buy	4,456 +600	+16%	+$13K	﹤0.01%	2007
2025 Q4	$84.9K	Buy	3,856 +364	+10%	+$7.87K	﹤0.01%	1722
2025 Q3	$75.1K	Hold	3,492	–	–	﹤0.01%	1701
2025 Q2	$71.5K	Hold	3,492	–	–	﹤0.01%	1646
2025 Q1	$67.5K	Hold	3,492	–	–	﹤0.01%	1628
2024 Q4	$72.3K	Hold	3,492	–	–	﹤0.01%	1532
2024 Q3	$71K	Hold	3,492	–	–	﹤0.01%	1496
2024 Q2	$69.6K	Hold	3,492	–	–	﹤0.01%	1405
2024 Q1	$66K	Buy	+3,492	New	+$64.6K	﹤0.01%	1393
2023 Q2	–	Sell	-500	Closed	-$8.26K	–	3053
2023 Q1	$8.26K	Hold	500	–	–	﹤0.01%	2102
2022 Q4	$7.88K	Hold	500	–	–	﹤0.01%	2051
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	2017
2022 Q2	$8K	Buy	+500	New	+$9.02K	﹤0.01%	2017
2021 Q4	$11K	Sell	500 -200	-29%	-$4.19K	﹤0.01%	1881
2021 Q3	$14K	Hold	700	–	–	﹤0.01%	2484
2021 Q2	$14K	Hold	700	–	–	﹤0.01%	2537
2021 Q1	$13K	Buy	+700	New	+$12.5K	﹤0.01%	2450

Other funds holding FFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's FFA Position: Q1 2026 in Review

Harbour Investments increased its First Trust Enhanced Equity Income Fund (FFA) stake by 16% in Q1 2026, buying an estimated $13K and bringing the position to 4,456 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Harbour Investments first reported a position in FFA in Q1 2021 and has held it in 17 quarters since. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

Harbour Investments held 4,456 shares of First Trust Enhanced Equity Income Fund worth $90.9K as of Q1 2026.
Harbour Investments bought 600 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $13K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2007 holding.
Harbour Investments first reported a position in First Trust Enhanced Equity Income Fund in Q1 2021 and has held it in 17 quarters since.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.