Highline Wealth Partners
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Highline Wealth Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Highline Wealth 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
Q3 		$2.96K Hold
133
– – ﹤0.01% 1074
2026
Q2 		$2.97K Buy
+133
New +$2.95K ﹤0.01% 1044

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North Star Investment Management
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Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Heritage Wealth Management (Ohio)
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Highline Wealth Partners's FFA Position: Q3 2026 in Review

Highline Wealth Partners held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q3 2026 at 133 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Highline Wealth Partners first reported a position in FFA in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.97K in Q2 2026. 30 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

  • Highline Wealth Partners held 133 shares of First Trust Enhanced Equity Income Fund worth $2.96K as of Q3 2026.
  • Highline Wealth Partners left its First Trust Enhanced Equity Income Fund share count unchanged in Q3 2026.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1074 holding.
  • Highline Wealth Partners first reported a position in First Trust Enhanced Equity Income Fund in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's First Trust Enhanced Equity Income Fund position peaked at $2.97K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.