WMA
FFA

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

West Michigan 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 		$271K Sell
12,106
-560
-4% -$12.4K 0.05% 248
2026
Q1 		$258K Buy
12,666
+25
+0.2% +$540 0.06% 255
2025
Q4 		$278K Sell
12,641
-778
-6% -$16.8K 0.06% 221
2025
Q3 		$289K Sell
13,419
-516
-4% -$10.9K 0.07% 215
2025
Q2 		$285K Buy
13,935
+25
+0.2% +$480 0.08% 174
2025
Q1 		$269K Sell
13,910
-473
-3% -$9.62K 0.09% 162
2024
Q4 		$298K Sell
14,383
-101
-0.7% -$2.08K 0.09% 157
2024
Q3 		$295K Buy
14,484
+254
+2% +$5.03K 0.09% 146
2024
Q2 		$283K Buy
+14,230
New +$268K 0.09% 143
2023
Q2 		– Sell
-13,712
Closed -$227K – 253
2023
Q1 		$227K Sell
13,712
-79
-0.6% -$1.3K 0.13% 128
2022
Q4 		$217K Buy
13,791
+246
+2% +$3.86K 0.16% 106
2022
Q3 		$199K Sell
13,545
-1,686
-11% -$28.4K 0.17% 104
2022
Q2 		$249K Buy
15,231
+56
+0.4% +$1.01K 0.21% 90
2022
Q1 		$307K Sell
15,175
-756
-5% -$15.3K 0.21% 86
2021
Q4 		$339K Buy
+15,931
New +$334K 0.25% 77

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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

West Michigan Advisors's FFA Position: Q2 2026 in Review

West Michigan Advisors reduced its First Trust Enhanced Equity Income Fund (FFA) stake by 4.4% in Q2 2026, selling an estimated $12.4K and leaving 12,106 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #248.

West Michigan Advisors first reported a position in FFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $339K in Q4 2021. 72 funds tracked by Wall St. Rank hold FFA as of Q2 2026.

  • West Michigan Advisors held 12,106 shares of First Trust Enhanced Equity Income Fund worth $271K as of Q2 2026.
  • West Michigan Advisors sold 560 First Trust Enhanced Equity Income Fund shares in Q2 2026, an estimated $12.4K.
  • First Trust Enhanced Equity Income Fund made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #248 holding.
  • West Michigan Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2021 and has held it in 15 quarters since.
  • West Michigan Advisors's First Trust Enhanced Equity Income Fund position peaked at $339K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.