IWC
FFA

Integrated Wealth Concepts’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Integrated Wealth Concepts’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 		$1.68M Buy
75,194
+1,765
+2% +$39.1K 0.01% 1044
2026
Q1 		$1.5M Buy
73,429
+3,288
+5% +$71K 0.01% 894
2025
Q4 		$1.54M Sell
70,141
-8,175
-10% -$177K 0.02% 601
2025
Q3 		$1.69M Sell
78,316
-569
-0.7% -$12K 0.02% 742
2025
Q2 		$1.62M Sell
78,885
-67,702
-46% -$1.3M 0.02% 700
2025
Q1 		$2.83M Buy
146,587
+74,754
+104% +$1.52M 0.03% 485
2024
Q4 		$1.49M Sell
71,833
-1,474
-2% -$30.3K 0.02% 656
2024
Q3 		$1.49M Buy
73,307
+1,422
+2% +$28.2K 0.02% 647
2024
Q2 		$1.43M Sell
71,885
-466
-0.6% -$8.79K 0.02% 613
2024
Q1 		$1.37M Sell
72,351
-4,934
-6% -$91.2K 0.02% 638
2023
Q4 		$1.41M Sell
77,285
-14,182
-16% -$245K 0.02% 599
2023
Q3 		$1.58M Sell
91,467
-7,367
-7% -$131K 0.03% 529
2023
Q2 		$1.73M Sell
98,834
-10,411
-10% -$176K 0.03% 517
2023
Q1 		$1.8M Buy
+109,245
New +$1.8M 0.04% 448

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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

Integrated Wealth Concepts's FFA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Enhanced Equity Income Fund (FFA) stake by 2.4% in Q2 2026, buying an estimated $39.1K and bringing the position to 75,194 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1044.

Integrated Wealth Concepts first reported a position in FFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.83M in Q1 2025. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • Integrated Wealth Concepts held 75,194 shares of First Trust Enhanced Equity Income Fund worth $1.68M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,765 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $39.1K.
  • First Trust Enhanced Equity Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1044 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Enhanced Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's First Trust Enhanced Equity Income Fund position peaked at $2.83M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.