PWS
FFA

Proactive Wealth Strategies’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Proactive Wealth Strategies’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 		$264K Buy
11,802
+204
+2% +$4.52K 0.04% 196
2026
Q1 		$237K Buy
+11,598
New +$250K 0.04% 191

Other funds holding FFA

EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

Proactive Wealth Strategies's FFA Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Enhanced Equity Income Fund (FFA) stake by 1.8% in Q2 2026, buying an estimated $4.52K and bringing the position to 11,802 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #196.

Proactive Wealth Strategies first reported a position in FFA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • Proactive Wealth Strategies held 11,802 shares of First Trust Enhanced Equity Income Fund worth $264K as of Q2 2026.
  • Proactive Wealth Strategies bought 204 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $4.52K.
  • First Trust Enhanced Equity Income Fund made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #196 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Enhanced Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.