WA
FFA

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
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
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

Waverly Advisors's FFA Position: Q1 2026 in Review

Waverly Advisors increased its First Trust Enhanced Equity Income Fund (FFA) stake by 7% in Q1 2026, buying an estimated $69.1K and bringing the position to 48,892 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #836.

Waverly Advisors first reported a position in FFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

  • Waverly Advisors held 48,892 shares of First Trust Enhanced Equity Income Fund worth $997K as of Q1 2026.
  • Waverly Advisors bought 3,200 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $69.1K.
  • First Trust Enhanced Equity Income Fund made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #836 holding.
  • Waverly Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's First Trust Enhanced Equity Income Fund position peaked at $1.01M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.