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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Michigan Advisors's FFA Position: Q1 2026 in Review

West Michigan Advisors increased its First Trust Enhanced Equity Income Fund (FFA) stake by 0.2% in Q1 2026, buying an estimated $540 and bringing the position to 12,666 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #255.

West Michigan Advisors first reported a position in FFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $339K in Q4 2021. 65 funds tracked by Wall St. Rank hold FFA as of Q1 2026.

West Michigan Advisors held 12,666 shares of First Trust Enhanced Equity Income Fund worth $258K as of Q1 2026.
West Michigan Advisors bought 25 First Trust Enhanced Equity Income Fund shares in Q1 2026, an estimated $540.
First Trust Enhanced Equity Income Fund made up 0.06% of West Michigan Advisors's portfolio in Q1 2026, its #255 holding.
West Michigan Advisors first reported a position in First Trust Enhanced Equity Income Fund in Q4 2021 and has held it in 14 quarters since.
West Michigan Advisors's First Trust Enhanced Equity Income Fund position peaked at $339K in Q4 2021.
65 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.