Kestra Advisory Services’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Kestra Advisory Services’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	$399K	Buy	17,924 +3,863	+27%	+$88.4K	﹤0.01%	2707
2026 Q2	$314K	Buy	14,061 +621	+5%	+$13.8K	﹤0.01%	2720
2026 Q1	$274K	Buy	13,440 +3,083	+30%	+$66.6K	﹤0.01%	2708
2025 Q4	$228K	Buy	+10,357	New	+$224K	﹤0.01%	2772

Other funds holding FFA

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's FFA Position: Q3 2026 in Review

Kestra Advisory Services increased its First Trust Enhanced Equity Income Fund (FFA) stake by 27% in Q3 2026, buying an estimated $88.4K and bringing the position to 17,924 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Kestra Advisory Services first reported a position in FFA in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

Kestra Advisory Services held 17,924 shares of First Trust Enhanced Equity Income Fund worth $399K as of Q3 2026.
Kestra Advisory Services bought 3,863 First Trust Enhanced Equity Income Fund shares in Q3 2026, an estimated $88.4K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2707 holding.
Kestra Advisory Services first reported a position in First Trust Enhanced Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.