Institute for Wealth Management’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Institute for Wealth 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 Q2	$196K	Buy	+8,754	New	+$194K	0.02%	523
2022 Q4	–	Sell	-10,176	Closed	-$149K	–	460
2022 Q3	$149K	Hold	10,176	–	–	0.03%	431
2022 Q2	$166K	Sell	10,176 -80	-0.8%	-$1.44K	0.03%	498
2022 Q1	$208K	Hold	10,256	–	–	0.03%	505
2021 Q4	$218K	Sell	10,256 -825	-7%	-$17.3K	0.04%	455
2021 Q3	$218K	Hold	11,081	–	–	0.04%	447
2021 Q2	$225K	Sell	11,081 -27	-0.2%	-$532	0.04%	439
2021 Q1	$208K	Sell	11,108 -81	-0.7%	-$1.45K	0.04%	441
2020 Q4	$197K	Sell	11,189 -80	-0.7%	-$1.28K	0.04%	431
2020 Q3	$171K	Hold	11,269	–	–	0.04%	402
2020 Q2	$164K	Sell	11,269 -100	-0.9%	-$1.37K	0.04%	406
2020 Q1	$143K	Sell	11,369 -700	-6%	-$10.9K	0.04%	380
2019 Q4	$208K	Hold	12,069	–	–	0.05%	416
2019 Q3	$191K	Hold	12,069	–	–	0.05%	397
2019 Q2	$193K	Hold	12,069	–	–	0.04%	441
2019 Q1	$181K	Buy	+12,069	New	+$175K	0.04%	421
2018 Q4	–	Sell	-12,993	Closed	-$211K	–	290
2018 Q3	$211K	Buy	12,993 +100	+0.8%	+$1.62K	0.07%	200
2018 Q2	$209K	Hold	12,893	–	–	0.07%	208
2018 Q1	$209K	Hold	12,893	–	–	0.06%	249
2017 Q4	$208K	Buy	+12,893	New	+$201K	0.05%	353
2017 Q3	–	Sell	-12,865	Closed	-$188K	–	293
2017 Q2	$188K	Buy	+12,865	New	+$189K	0.05%	383

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

Institute for Wealth Management's FFA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q2 2026: 8,754 shares worth $196K. The stake represents 0.02% of the portfolio and ranks #523 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FFA as recently as Q3 2022.

Institute for Wealth Management first reported a position in FFA in Q2 2017 and has held it in 21 quarters since. The position peaked at $225K in Q2 2021. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Institute for Wealth Management held 8,754 shares of First Trust Enhanced Equity Income Fund worth $196K as of Q2 2026.
First Trust Enhanced Equity Income Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust Enhanced Equity Income Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #523 holding.
Institute for Wealth Management first reported a position in First Trust Enhanced Equity Income Fund in Q2 2017 and has held it in 21 quarters since.
Institute for Wealth Management's First Trust Enhanced Equity Income Fund position peaked at $225K in Q2 2021.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.