Raymond James Financial
FFA

Raymond James Financial’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Raymond James Financial’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 		$5.51M Buy
269,863
+7,573
+3% +$164K ﹤0.01% 2504
2025
Q4 		$5.78M Buy
262,290
+3,311
+1% +$71.6K ﹤0.01% 2400
2025
Q3 		$5.57M Buy
258,979
+5,873
+2% +$124K ﹤0.01% 2382
2025
Q2 		$5.18M Buy
253,106
+5,602
+2% +$108K ﹤0.01% 2358
2025
Q1 		$4.78M Sell
247,504
-1,701
-0.7% -$34.6K ﹤0.01% 2360
2024
Q4 		$5.16M Buy
+249,205
New +$5.12M ﹤0.01% 2306

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Raymond James Financial's FFA Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Enhanced Equity Income Fund (FFA) stake by 2.9% in Q1 2026, buying an estimated $164K and bringing the position to 269,863 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Raymond James Financial first reported a position in FFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.78M in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Raymond James Financial held 269,863 shares of First Trust Enhanced Equity Income Fund worth $5.51M as of Q1 2026.
  • Raymond James Financial bought 7,573 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $164K.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2504 holding.
  • Raymond James Financial first reported a position in First Trust Enhanced Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's First Trust Enhanced Equity Income Fund position peaked at $5.78M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.