Waverly Advisors’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Waverly Advisors’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	$1.05M	Sell	47,089 -1,803	-4%	-$40K	0.01%	877
2026 Q1	$997K	Buy	48,892 +3,200	+7%	+$69.1K	0.01%	836
2025 Q4	$1.01M	Buy	45,692 +42	+0.1%	+$908	0.01%	762
2025 Q3	$982K	Sell	45,650 -392	-0.9%	-$8.25K	0.01%	646
2025 Q2	$943K	Sell	46,042 -100	-0.2%	-$1.92K	0.01%	631
2025 Q1	$891K	Sell	46,142 -109	-0.2%	-$2.22K	0.01%	633
2024 Q4	$958K	Buy	+46,251	New	+$951K	0.01%	522

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

Waverly Advisors's FFA Position: Q2 2026 in Review

Waverly Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 3.7% in Q2 2026, selling an estimated $40K and leaving 47,089 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #877.

Waverly Advisors first reported a position in FFA in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

Waverly Advisors held 47,089 shares of First Trust Enhanced Equity Income Fund worth $1.05M as of Q2 2026.
Waverly Advisors sold 1,803 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $40K.
First Trust Enhanced Equity Income Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #877 holding.
Waverly Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.