Proactive Wealth Strategies
FFA icon

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
Q3 		$267K Buy
12,028
+226
+2% +$5.17K 0.04% 193
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Proactive Wealth Strategies's FFA Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Enhanced Equity Income Fund (FFA) stake by 1.9% in Q3 2026, buying an estimated $5.17K and bringing the position to 12,028 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #193.

Proactive Wealth Strategies first reported a position in FFA in Q1 2026 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold FFA as of Q3 2026.

  • Proactive Wealth Strategies held 12,028 shares of First Trust Enhanced Equity Income Fund worth $267K as of Q3 2026.
  • Proactive Wealth Strategies bought 226 First Trust Enhanced Equity Income Fund shares in Q3 2026, an estimated $5.17K.
  • First Trust Enhanced Equity Income Fund made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #193 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Enhanced Equity Income Fund in Q1 2026 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.