&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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's FFA Position: Q1 2026 in Review

&Partners reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 2.7% in Q1 2026, selling an estimated $19.6K and leaving 32,978 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

&Partners first reported a position in FFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $746K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

&Partners held 32,978 shares of First Trust Enhanced Equity Income Fund worth $673K as of Q1 2026.
&Partners sold 907 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $19.6K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1527 holding.
&Partners first reported a position in First Trust Enhanced Equity Income Fund in Q3 2024 and has held it in 7 quarters since.
&Partners's First Trust Enhanced Equity Income Fund position peaked at $746K in Q4 2025.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.