NewEdge Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

NewEdge Advisors’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 Q2	$227K	Sell	10,130 -2,000	-16%	-$44.4K	﹤0.01%	2692
2026 Q1	$247K	Hold	12,130	–	–	﹤0.01%	2479
2025 Q4	$267K	Sell	12,130 -600	-5%	-$13K	﹤0.01%	2384
2025 Q3	$274K	Sell	12,730 -600	-5%	-$12.6K	﹤0.01%	2231
2025 Q2	$273K	Sell	13,330 -63	-0.5%	-$1.21K	﹤0.01%	2073
2025 Q1	$259K	Sell	13,393 -1,300	-9%	-$26.4K	﹤0.01%	1977
2024 Q4	$304K	Buy	14,693 +2,500	+21%	+$51.4K	﹤0.01%	1871
2024 Q3	$248K	Buy	+12,193	New	+$242K	﹤0.01%	1907
2023 Q1	–	Sell	-130	Closed	-$2.05K	–	3663
2022 Q4	$2.05K	Buy	+130	New	+$2.04K	﹤0.01%	2835

Other funds holding FFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

NewEdge Advisors's FFA Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 16% in Q2 2026, selling an estimated $44.4K and leaving 10,130 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

NewEdge Advisors first reported a position in FFA in Q4 2022 and has held it in 9 quarters since. The position peaked at $304K in Q4 2024. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

NewEdge Advisors held 10,130 shares of First Trust Enhanced Equity Income Fund worth $227K as of Q2 2026.
NewEdge Advisors sold 2,000 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $44.4K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2692 holding.
NewEdge Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2022 and has held it in 9 quarters since.
NewEdge Advisors's First Trust Enhanced Equity Income Fund position peaked at $304K in Q4 2024.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.