SPF
FFA

South Plains Financial’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

South Plains 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
2025
Q2 		– Sell
-5,324
Closed -$103K – 234
2025
Q1 		$103K Hold
5,324
– – 0.08% 138
2024
Q4 		$110K Buy
+5,324
New +$109K 0.08% 142

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

South Plains Financial's FFA Position: Q2 2025 in Review

South Plains Financial sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2025, closing a stake of 5,324 shares — an estimated $103K sold.

South Plains Financial first reported a position in FFA in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q4 2024. 59 funds tracked by Wall St. Rank hold FFA as of Q2 2025.

  • South Plains Financial reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • South Plains Financial sold 5,324 First Trust Enhanced Equity Income Fund shares in Q2 2025, an estimated $103K.
  • South Plains Financial first reported a position in First Trust Enhanced Equity Income Fund in Q4 2024 and held it in 2 quarters.
  • South Plains Financial's First Trust Enhanced Equity Income Fund position peaked at $110K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2025.

Based on South Plains Financial's 13F filing for Q2 2025, filed 12 Aug 2025.