OWA
FFA

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
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% -$26.3K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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

Opal Wealth Advisors's FFA Position: Q2 2026 in Review

Opal Wealth Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 2.3% in Q2 2026, selling an estimated $10.9K and leaving 20,626 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #113.

Opal Wealth Advisors first reported a position in FFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.02M in Q4 2021. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • Opal Wealth Advisors held 20,626 shares of First Trust Enhanced Equity Income Fund worth $461K as of Q2 2026.
  • Opal Wealth Advisors sold 490 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $10.9K.
  • First Trust Enhanced Equity Income Fund made up 0.1% of Opal Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Opal Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $2.02M in Q4 2021.
  • 72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.