Stifel Financial
FFA

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

Stifel 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 		– Sell
-10,185
Closed -$224K – 3676
2025
Q4 		$224K Buy
+10,185
New +$220K ﹤0.01% 3323
2024
Q3 		– Sell
-10,341
Closed -$206K – 3399
2024
Q2 		$206K Buy
+10,341
New +$195K ﹤0.01% 3099
2024
Q1 		– Sell
-10,826
Closed -$198K – 3359
2023
Q4 		$198K Sell
10,826
-38
-0.3% -$656 ﹤0.01% 3064
2023
Q3 		$188K Hold
10,864
– – ﹤0.01% 3004
2023
Q2 		$190K Buy
+10,864
New +$184K ﹤0.01% 3062
2021
Q3 		– Sell
-22,573
Closed -$458K – 3355
2021
Q2 		$458K Sell
22,573
-15,867
-41% -$313K ﹤0.01% 2636
2021
Q1 		$719K Buy
38,440
+16,427
+75% +$293K ﹤0.01% 2228
2020
Q4 		$388K Sell
22,013
-114
-0.5% -$1.83K ﹤0.01% 2470
2020
Q3 		$335K Buy
22,127
+5,281
+31% +$80K ﹤0.01% 2327
2020
Q2 		$245K Buy
+16,846
New +$231K ﹤0.01% 2487
2019
Q3 		– Sell
-37,474
Closed -$600K – 2885
2019
Q2 		$600K Sell
37,474
-275
-0.7% -$4.19K ﹤0.01% 2117
2019
Q1 		$568K Sell
37,749
-3,963
-10% -$57.3K ﹤0.01% 1989
2018
Q4 		$540K Sell
41,712
-17,783
-30% -$258K ﹤0.01% 1899
2018
Q3 		$953K Sell
59,495
-650
-1% -$10.6K ﹤0.01% 1703
2018
Q2 		$946K Buy
60,145
+32,053
+114% +$494K ﹤0.01% 1655
2018
Q1 		$414K Buy
+28,092
New +$439K ﹤0.01% 2075
2016
Q3 		– Sell
-12,057
Closed -$159K – 2426
2016
Q2 		$159K Buy
+12,057
New +$156K ﹤0.01% 2313

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Stifel Financial's FFA Position: Q1 2026 in Review

Stifel Financial sold out of First Trust Enhanced Equity Income Fund (FFA) in Q1 2026, closing a stake of 10,185 shares — an estimated $224K sold.

Stifel Financial first reported a position in FFA in Q2 2016 and held it in 17 quarters. The position peaked at $953K in Q3 2018. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Stifel Financial reported no remaining First Trust Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 10,185 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $224K.
  • Stifel Financial first reported a position in First Trust Enhanced Equity Income Fund in Q2 2016 and held it in 17 quarters.
  • Stifel Financial's First Trust Enhanced Equity Income Fund position peaked at $953K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.