SWP
FFA

Strategic Wealth Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Strategic Wealth Partners’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 		$8.2K Hold
402
– – ﹤0.01% 937
2025
Q4 		$8.85K Buy
+402
New +$8.69K ﹤0.01% 922

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

Strategic Wealth Partners's FFA Position: Q1 2026 in Review

Strategic Wealth Partners held its First Trust Enhanced Equity Income Fund (FFA) position steady in Q1 2026 at 402 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Strategic Wealth Partners first reported a position in FFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.85K in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Strategic Wealth Partners held 402 shares of First Trust Enhanced Equity Income Fund worth $8.2K as of Q1 2026.
  • Strategic Wealth Partners left its First Trust Enhanced Equity Income Fund share count unchanged in Q1 2026.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #937 holding.
  • Strategic Wealth Partners first reported a position in First Trust Enhanced Equity Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's First Trust Enhanced Equity Income Fund position peaked at $8.85K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.