&Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

&Partners’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	$784K	Buy	35,041 +2,063	+6%	+$45.7K	﹤0.01%	1566
2026 Q1	$673K	Sell	32,978 -907	-3%	-$19.6K	﹤0.01%	1527
2025 Q4	$746K	Buy	33,885 +5,562	+20%	+$120K	﹤0.01%	1399
2025 Q3	$610K	Buy	28,323 +963	+4%	+$20.3K	﹤0.01%	1339
2025 Q2	$560K	Buy	27,360 +164	+0.6%	+$3.15K	﹤0.01%	1297
2025 Q1	$527K	Buy	27,196 +923	+4%	+$18.8K	0.01%	1109
2024 Q4	$539K	Buy	26,273 +14,689	+127%	+$302K	0.01%	1044
2024 Q3	$236K	Buy	+11,584	New	+$229K	﹤0.01%	1222

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

&Partners's FFA Position: Q2 2026 in Review

&Partners increased its First Trust Enhanced Equity Income Fund (FFA) stake by 6.3% in Q2 2026, buying an estimated $45.7K and bringing the position to 35,041 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

&Partners first reported a position in FFA in Q3 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

&Partners held 35,041 shares of First Trust Enhanced Equity Income Fund worth $784K as of Q2 2026.
&Partners bought 2,063 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $45.7K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1566 holding.
&Partners first reported a position in First Trust Enhanced Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.