KPWS
FFA

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

Kestra Private Wealth 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
Q1 		$508K Sell
24,891
-327
-1% -$7.06K 0.01% 1194
2025
Q4 		$555K Sell
25,218
-39
-0.2% -$843 0.01% 1109
2025
Q3 		$544K Buy
25,257
+533
+2% +$11.2K 0.01% 1057
2025
Q2 		$506K Buy
24,724
+830
+3% +$15.9K 0.01% 1029
2025
Q1 		$462K Buy
23,894
+1,411
+6% +$28.7K 0.01% 995
2024
Q4 		$466K Buy
22,483
+3,908
+21% +$80.3K 0.01% 949
2024
Q3 		$378K Buy
18,575
+839
+5% +$16.6K 0.01% 998
2024
Q2 		$353K Buy
17,736
+15
+0.1% +$283 0.01% 981
2024
Q1 		$335K Buy
17,721
+13
+0.1% +$240 0.01% 967
2023
Q4 		$324K Buy
17,708
+571
+3% +$9.86K 0.01% 913
2023
Q3 		$296K Buy
17,137
+14
+0.1% +$249 0.01% 871
2023
Q2 		$300K Buy
17,123
+47
+0.3% +$795 0.01% 821
2023
Q1 		$282K Buy
17,076
+2
+0% +$33 0.01% 806
2022
Q4 		$269K Buy
17,074
+3
+0% +$47 0.01% 702
2022
Q3 		$251K Buy
17,071
+1,813
+12% +$30.6K 0.01% 706
2022
Q2 		$249K Buy
15,258
+2,702
+22% +$48.8K 0.01% 723
2022
Q1 		$254K Buy
12,556
+1,302
+12% +$26.4K 0.01% 799
2021
Q4 		$240K Buy
11,254
+2
+0% +$42 0.01% 846
2021
Q3 		$222K Buy
11,252
+1
+0% +$21 0.01% 811
2021
Q2 		$229K Buy
11,251
+2
+0% +$39 0.01% 762
2021
Q1 		$210K Buy
11,249
+4
+0% +$71 0.01% 722
2020
Q4 		$198K Buy
+11,245
New +$181K 0.01% 669

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's FFA Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 1.3% in Q1 2026, selling an estimated $7.06K and leaving 24,891 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1194.

Kestra Private Wealth Services first reported a position in FFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $555K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Kestra Private Wealth Services held 24,891 shares of First Trust Enhanced Equity Income Fund worth $508K as of Q1 2026.
  • Kestra Private Wealth Services sold 327 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $7.06K.
  • First Trust Enhanced Equity Income Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1194 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's First Trust Enhanced Equity Income Fund position peaked at $555K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.