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
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 $1.66T 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

Opal Wealth Advisors's FFA Position: Q1 2026 in Review

Opal Wealth Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 3% in Q1 2026, selling an estimated $14.3K and leaving 21,116 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #108.

Opal Wealth Advisors first reported a position in FFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.02M in Q4 2021. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Opal Wealth Advisors held 21,116 shares of First Trust Enhanced Equity Income Fund worth $431K as of Q1 2026.
  • Opal Wealth Advisors sold 660 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $14.3K.
  • First Trust Enhanced Equity Income Fund made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • Opal Wealth Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2020 and has held it in 21 quarters since.
  • Opal Wealth Advisors's First Trust Enhanced Equity Income Fund position peaked at $2.02M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.