LFG
FFA

Larson Financial Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-3,325
Closed -$64.2K – 3353
2025
Q1 		$64.2K Buy
+3,325
New +$67.6K ﹤0.01% 926

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Larson Financial Group's FFA Position: Q2 2025 in Review

Larson Financial Group sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2025, closing a stake of 3,325 shares — an estimated $64.2K sold.

Larson Financial Group first reported a position in FFA in Q1 2025 and held it in 1 quarter. The position peaked at $64.2K in Q1 2025. 59 funds tracked by Wall St. Rank hold FFA as of Q2 2025.

  • Larson Financial Group reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 3,325 First Trust Enhanced Equity Income Fund shares in Q2 2025, an estimated $64.2K.
  • Larson Financial Group first reported a position in First Trust Enhanced Equity Income Fund in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's First Trust Enhanced Equity Income Fund position peaked at $64.2K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.