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 Q2	$224K	Buy	+10,010	New	+$222K	﹤0.01%	3452
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 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

Stifel Financial's FFA Position: Q2 2026 in Review

Stifel Financial opened a new position in First Trust Enhanced Equity Income Fund (FFA) in Q2 2026: 10,010 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #3452 among its holdings. This is a return to the name: Stifel Financial previously reported a position in FFA as recently as Q4 2025.

Stifel Financial first reported a position in FFA in Q2 2016 and has held it in 18 quarters since. The position peaked at $953K in Q3 2018. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Stifel Financial held 10,010 shares of First Trust Enhanced Equity Income Fund worth $224K as of Q2 2026.
First Trust Enhanced Equity Income Fund was a new Stifel Financial position in Q2 2026.
First Trust Enhanced Equity Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3452 holding.
Stifel Financial first reported a position in First Trust Enhanced Equity Income Fund in Q2 2016 and has held it in 18 quarters since.
Stifel Financial's First Trust Enhanced Equity Income Fund position peaked at $953K in Q3 2018.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.