Key Financial Inc’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Key Financial Inc’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	$4.85K	Hold	218	–	–	﹤0.01%	999
2026 Q2	$4.87K	Hold	218	–	–	﹤0.01%	1025
2026 Q1	$4.45K	Hold	218	–	–	﹤0.01%	1055
2025 Q4	$4.8K	Hold	218	–	–	﹤0.01%	1043
2025 Q3	$4.73K	Hold	218	–	–	﹤0.01%	1054
2025 Q2	$4.46K	Hold	218	–	–	﹤0.01%	1057
2025 Q1	$4.21K	Hold	218	–	–	﹤0.01%	1028
2024 Q4	$4.52K	Hold	218	–	–	﹤0.01%	1019
2024 Q3	$4.43K	Hold	218	–	–	﹤0.01%	999
2024 Q2	$4.34K	Hold	218	–	–	﹤0.01%	988
2024 Q1	$4.12K	Hold	218	–	–	﹤0.01%	991
2023 Q4	$3.98K	Hold	218	–	–	﹤0.01%	998
2023 Q3	$3.76K	Hold	218	–	–	﹤0.01%	1005
2023 Q2	$3.82K	Hold	218	–	–	﹤0.01%	1034
2023 Q1	$3.6K	Hold	218	–	–	﹤0.01%	868
2022 Q4	$3.2K	Hold	218	–	–	﹤0.01%	870
2022 Q3	$3K	Hold	218	–	–	﹤0.01%	879
2022 Q2	$4K	Hold	218	–	–	﹤0.01%	832
2022 Q1	$4K	Hold	218	–	–	﹤0.01%	826
2021 Q4	$5K	Hold	218	–	–	﹤0.01%	711
2021 Q3	$4K	Hold	218	–	–	﹤0.01%	735
2021 Q2	$4K	Hold	218	–	–	﹤0.01%	709
2021 Q1	$4K	Hold	218	–	–	﹤0.01%	619
2020 Q4	$4K	Buy	+218	New	+$3.5K	﹤0.01%	580
2020 Q2	–	Sell	-218	Closed	-$3K	–	274
2020 Q1	$3K	Buy	+218	New	+$3.4K	﹤0.01%	555

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Key Financial Inc's FFA Position: Q3 2026 in Review

Key Financial Inc held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q3 2026 at 218 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Key Financial Inc first reported a position in FFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $5K in Q4 2021. 32 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

Key Financial Inc held 218 shares of First Trust Enhanced Equity Income Fund worth $4.85K as of Q3 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q3 2026, its #999 holding.
Key Financial Inc first reported a position in First Trust Enhanced Equity Income Fund in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's First Trust Enhanced Equity Income Fund position peaked at $5K in Q4 2021.
32 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.