OWA
FFA icon

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

Opal Wealth 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
Q3 		$447K Sell
20,077
-549
-3% -$12.6K 0.09% 114
2026
Q2 		$461K Sell
20,626
-490
-2% -$10.9K 0.1% 113
2026
Q1 		$431K Sell
21,116
-660
-3% -$14.3K 0.1% 108
2025
Q4 		$480K Sell
21,776
-63
-0.3% -$1.36K 0.13% 98
2025
Q3 		$470K Sell
21,839
-849
-4% -$17.9K 0.13% 97
2025
Q2 		$465K Buy
22,688
+687
+3% +$13.2K 0.13% 87
2025
Q1 		$425K Sell
22,001
-521
-2% -$10.6K 0.13% 96
2024
Q4 		$466K Sell
22,522
-668
-3% -$13.7K 0.14% 95
2024
Q3 		$472K Sell
23,190
-6,904
-23% -$137K 0.15% 83
2024
Q2 		$599K Sell
30,094
-1,090
-3% -$20.6K 0.19% 69
2024
Q1 		$589K Sell
31,184
-1,048
-3% -$19.4K 0.2% 69
2023
Q4 		$589K Sell
32,232
-2,225
-6% -$38.4K 0.23% 66
2023
Q3 		$595K Sell
34,457
-3,305
-9% -$58.8K 0.35% 47
2023
Q2 		$662K Sell
37,762
-709
-2% -$12K 0.33% 39
2023
Q1 		$636K Sell
38,471
-1,591
-4% -$26.2K 0.37% 30
2022
Q4 		$631K Buy
+40,062
New +$628K 0.35% 42
2022
Q3 		– Sell
-45,438
Closed -$742K – 106
2022
Q2 		$742K Sell
45,438
-43,234
-49% -$780K 0.49% 30
2022
Q1 		$1.8M Sell
88,672
-6,232
-7% -$126K 1.56% 8
2021
Q4 		$2.02M Buy
94,904
+2,137
+2% +$44.8K 1.28% 14
2021
Q3 		$1.83M Buy
92,767
+41,673
+82% +$868K 1.76% 7
2021
Q2 		$1.04M Hold
51,094
– – 0.97% 15
2021
Q1 		$955K Sell
51,094
-35,868
-41% -$640K 1.04% 13
2020
Q4 		$1.53M Buy
+86,962
New +$1.4M 1.92% 7

Other funds holding FFA

EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Opal Wealth Advisors's FFA Position: Q3 2026 in Review

Opal Wealth Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 2.7% in Q3 2026, selling an estimated $12.6K and leaving 20,077 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #114.

Opal Wealth Advisors first reported a position in FFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q4 2021. 11 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

  • Opal Wealth Advisors held 20,077 shares of First Trust Enhanced Equity Income Fund worth $447K as of Q3 2026.
  • Opal Wealth Advisors sold 549 First Trust Enhanced Equity Income Fund shares in Q3 2026, an estimated $12.6K.
  • First Trust Enhanced Equity Income Fund made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #114 holding.
  • Opal Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $2.02M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.