UBS Group
FFA

UBS Group’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

UBS Group’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 		$5.4M Sell
264,477
-11,575
-4% -$250K ﹤0.01% 4009
2025
Q4 		$6.08M Buy
276,052
+3,556
+1% +$76.9K ﹤0.01% 3820
2025
Q3 		$5.86M Sell
272,496
-4,086
-1% -$86K ﹤0.01% 3872
2025
Q2 		$5.66M Buy
276,582
+7,683
+3% +$147K ﹤0.01% 3748
2025
Q1 		$5.2M Sell
268,899
-12,294
-4% -$250K ﹤0.01% 3745
2024
Q4 		$5.82M Sell
281,193
-2,540
-0.9% -$52.2K ﹤0.01% 3660
2024
Q3 		$5.77M Buy
283,733
+3,814
+1% +$75.5K ﹤0.01% 2929
2024
Q2 		$5.58M Sell
279,919
-2,446
-0.9% -$46.1K ﹤0.01% 2764
2024
Q1 		$5.34M Buy
282,365
+5,214
+2% +$96.4K ﹤0.01% 2901
2023
Q4 		$5.06M Sell
277,151
-3,642
-1% -$62.9K ﹤0.01% 2776
2023
Q3 		$4.85M Buy
280,793
+13,248
+5% +$236K ﹤0.01% 2598
2023
Q2 		$4.69M Sell
267,545
-17,228
-6% -$291K ﹤0.01% 2659
2023
Q1 		$4.7M Buy
284,773
+8,315
+3% +$137K ﹤0.01% 2571
2022
Q4 		$4.36M Sell
276,458
-6,325
-2% -$99.2K ﹤0.01% 2638
2022
Q3 		$4.15M Buy
282,783
+1,081
+0.4% +$18.2K ﹤0.01% 2525
2022
Q2 		$4.6M Sell
281,702
-6,683
-2% -$121K ﹤0.01% 2448
2022
Q1 		$5.84M Sell
288,385
-22,359
-7% -$453K ﹤0.01% 2390
2021
Q4 		$6.62M Buy
310,744
+7,384
+2% +$155K ﹤0.01% 2536
2021
Q3 		$5.98M Buy
303,360
+3,805
+1% +$79.2K ﹤0.01% 2489
2021
Q2 		$6.09M Buy
299,555
+9,992
+3% +$197K ﹤0.01% 2483
2021
Q1 		$5.42M Buy
289,563
+16,099
+6% +$287K ﹤0.01% 2511
2020
Q4 		$4.82M Sell
273,464
-4,983
-2% -$80.1K ﹤0.01% 2483
2020
Q3 		$4.21M Buy
278,447
+25,647
+10% +$388K ﹤0.01% 2361
2020
Q2 		$3.68M Sell
252,800
-25,700
-9% -$353K ﹤0.01% 2303
2020
Q1 		$3.5M Buy
278,500
+44,180
+19% +$689K ﹤0.01% 2242
2019
Q4 		$4.04M Buy
234,320
+11,500
+5% +$188K ﹤0.01% 2810
2019
Q3 		$3.53M Buy
222,820
+9,718
+5% +$155K ﹤0.01% 2720
2019
Q2 		$3.41M Buy
213,102
+20,743
+11% +$316K ﹤0.01% 2658
2019
Q1 		$2.89M Buy
192,359
+9,042
+5% +$131K ﹤0.01% 2651
2018
Q4 		$2.37M Sell
183,317
-8,887
-5% -$129K ﹤0.01% 2868
2018
Q3 		$3.08M Buy
192,204
+1,737
+0.9% +$28.2K ﹤0.01% 2804
2018
Q2 		$3M Buy
190,467
+6,468
+4% +$99.7K ﹤0.01% 2803
2018
Q1 		$2.72M Buy
183,999
+3,909
+2% +$61.1K ﹤0.01% 2865
2017
Q4 		$2.92M Buy
180,090
+9,749
+6% +$152K ﹤0.01% 2862
2017
Q3 		$2.56M Sell
170,341
-4,077
-2% -$60.9K ﹤0.01% 2888
2017
Q2 		$2.56M Buy
174,418
+14,675
+9% +$216K ﹤0.01% 2781
2017
Q1 		$2.31M Buy
159,743
+24,165
+18% +$340K ﹤0.01% 2823
2016
Q4 		$1.83M Buy
135,578
+6,792
+5% +$91.1K ﹤0.01% 2983
2016
Q3 		$1.72M Buy
128,786
+4,211
+3% +$56.7K ﹤0.01% 2980
2016
Q2 		$1.63M Buy
124,575
+26,063
+26% +$337K ﹤0.01% 2939
2016
Q1 		$1.25M Sell
98,512
-544
-0.5% -$6.68K ﹤0.01% 3070
2015
Q4 		$1.31M Sell
99,056
-40,718
-29% -$544K ﹤0.01% 3180
2015
Q3 		$1.74M Sell
139,774
-33,210
-19% -$454K ﹤0.01% 2872
2015
Q2 		$2.48M Buy
172,984
+3,293
+2% +$49.1K ﹤0.01% 2776
2015
Q1 		$2.44M Sell
169,691
-17,004
-9% -$246K ﹤0.01% 2751
2014
Q4 		$2.68M Buy
+186,695
New +$2.7M ﹤0.01% 2623

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
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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

UBS Group's FFA Position: Q1 2026 in Review

UBS Group reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 4.2% in Q1 2026, selling an estimated $250K and leaving 264,477 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

UBS Group first reported a position in FFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.62M in Q4 2021. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • UBS Group held 264,477 shares of First Trust Enhanced Equity Income Fund worth $5.4M as of Q1 2026.
  • UBS Group sold 11,575 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $250K.
  • First Trust Enhanced Equity Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4009 holding.
  • UBS Group first reported a position in First Trust Enhanced Equity Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's First Trust Enhanced Equity Income Fund position peaked at $6.62M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.