NL
FFA

Navalign LLC’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Navalign LLC’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 		– Sell
-786
Closed -$17.3K – 240
2025
Q4 		$17.3K Buy
+786
New +$17K ﹤0.01% 285

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 $1.84B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navalign LLC's FFA Position: Q1 2026 in Review

Navalign LLC sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2026, closing a stake of 786 shares — an estimated $17.3K sold.

Navalign LLC first reported a position in FFA in Q4 2025 and held it in 1 quarter. The position peaked at $17.3K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Navalign LLC reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 786 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $17.3K.
  • Navalign LLC first reported a position in First Trust Enhanced Equity Income Fund in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's First Trust Enhanced Equity Income Fund position peaked at $17.3K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.