Steward Partners Investment Advisory’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Steward Partners Investment Advisory’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	$89.4K	Sell	4,000 -26,597	-87%	-$590K	﹤0.01%	2640
2026 Q1	$624K	Buy	30,597 +4	+0%	+$86	﹤0.01%	1401
2025 Q4	$674K	Sell	30,593 -517	-2%	-$11.2K	﹤0.01%	1260
2025 Q3	$669K	Buy	31,110 +660	+2%	+$13.9K	﹤0.01%	1241
2025 Q2	$624K	Sell	30,450 -4,250	-12%	-$81.6K	﹤0.01%	1193
2025 Q1	$670K	Buy	34,700 +375	+1%	+$7.62K	0.01%	1083
2024 Q4	$711K	Sell	34,325 -479	-1%	-$9.85K	0.01%	1009
2024 Q3	$708K	Buy	34,804 +245	+0.7%	+$4.85K	0.01%	981
2024 Q2	$688K	Sell	34,559 -303	-0.9%	-$5.71K	0.01%	932
2024 Q1	$659K	Sell	34,862 -865	-2%	-$16K	0.01%	949
2023 Q4	$653K	Sell	35,727 -256	-0.7%	-$4.42K	0.01%	878
2023 Q3	$621K	Sell	35,983 -1,075	-3%	-$19.1K	0.01%	850
2023 Q2	$650K	Hold	37,058	–	–	0.01%	845
2023 Q1	$612K	Buy	37,058 +455	+1%	+$7.51K	0.01%	851
2022 Q4	$577K	Sell	36,603 -750	-2%	-$11.8K	0.01%	850
2022 Q3	$549K	Buy	37,353 +200	+0.5%	+$3.37K	0.01%	824
2022 Q2	$607K	Buy	37,153 +1,223	+3%	+$22.1K	0.01%	792
2022 Q1	$728K	Buy	35,930 +4,355	+14%	+$88.2K	0.01%	796
2021 Q4	$672K	Buy	31,575 +3,975	+14%	+$83.4K	0.01%	845
2021 Q3	$544K	Buy	27,600 +21,600	+360%	+$450K	0.01%	874
2021 Q2	$122K	Sell	6,000 -8,525	-59%	-$168K	﹤0.01%	1980
2021 Q1	$272K	Buy	14,525 +9,525	+191%	+$170K	﹤0.01%	1146
2020 Q4	$88K	Buy	5,000 +1,500	+43%	+$24.1K	﹤0.01%	1413
2020 Q3	$53K	Buy	3,500 +200	+6%	+$3.03K	﹤0.01%	1477
2020 Q2	$48K	Buy	3,300 +450	+16%	+$6.17K	﹤0.01%	1431
2020 Q1	$35K	Buy	2,850 +250	+10%	+$3.9K	﹤0.01%	1392
2019 Q4	$44K	Hold	2,600	–	–	﹤0.01%	1456
2019 Q3	$41K	Buy	+2,600	New	+$41.4K	﹤0.01%	1434
2018 Q4	–	Sell	-937	Closed	-$15K	–	1227
2018 Q3	$15K	Buy	+937	New	+$15.2K	﹤0.01%	1688

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

Steward Partners Investment Advisory's FFA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 87% in Q2 2026, selling an estimated $590K and leaving 4,000 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Steward Partners Investment Advisory first reported a position in FFA in Q3 2018 and has held it in 29 quarters since. The position peaked at $728K in Q1 2022. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Steward Partners Investment Advisory held 4,000 shares of First Trust Enhanced Equity Income Fund worth $89.4K as of Q2 2026.
Steward Partners Investment Advisory sold 26,597 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $590K.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2640 holding.
Steward Partners Investment Advisory first reported a position in First Trust Enhanced Equity Income Fund in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's First Trust Enhanced Equity Income Fund position peaked at $728K in Q1 2022.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.