PMG Family Office’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

PMG Family Office’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	$1.31M	Buy	58,460 +613	+1%	+$13.6K	1.2%	31
2026 Q1	$1.18M	Buy	57,847 +678	+1%	+$14.6K	1.32%	27
2025 Q4	$1.26M	Buy	57,169 +5	+0%	+$108	1.46%	23
2025 Q3	$1.23M	Buy	+57,164	New	+$1.2M	1.37%	26

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

PMG Family Office's FFA Position: Q2 2026 in Review

PMG Family Office increased its First Trust Enhanced Equity Income Fund (FFA) stake by 1.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 58,460 shares worth $1.31M. The position accounts for 1.2% of the portfolio, ranked #31.

PMG Family Office first reported a position in FFA in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

PMG Family Office held 58,460 shares of First Trust Enhanced Equity Income Fund worth $1.31M as of Q2 2026.
PMG Family Office bought 613 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $13.6K.
First Trust Enhanced Equity Income Fund made up 1.2% of PMG Family Office's portfolio in Q2 2026, its #31 holding.
PMG Family Office first reported a position in First Trust Enhanced Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.