LSC
FFA

Logan Stone Capital’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Logan Stone Capital’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 		$341K Sell
16,703
-2,064
-11% -$44.6K 0.09% 100
2025
Q4 		$413K Buy
+18,767
New +$406K 0.1% 106

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

Logan Stone Capital's FFA Position: Q1 2026 in Review

Logan Stone Capital reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 11% in Q1 2026, selling an estimated $44.6K and leaving 16,703 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #100.

Logan Stone Capital first reported a position in FFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $413K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Logan Stone Capital held 16,703 shares of First Trust Enhanced Equity Income Fund worth $341K as of Q1 2026.
  • Logan Stone Capital sold 2,064 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $44.6K.
  • First Trust Enhanced Equity Income Fund made up 0.09% of Logan Stone Capital's portfolio in Q1 2026, its #100 holding.
  • Logan Stone Capital first reported a position in First Trust Enhanced Equity Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Logan Stone Capital's First Trust Enhanced Equity Income Fund position peaked at $413K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.