FFA — FIRST TR ENHANCED EQTY INC F

Ownership history in Exeter Financial, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Exeter Financial, LLC reported a position in FIRST TR ENHANCED EQTY INC F (FFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.92% (2020 Q4)
Avg. % of fund
4.86%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 574,226 +15,837 +2.8% 5.38% $12.6M $22.02
2025 Q3 ADDED 558,389 +820 +0.1% 5.19% $12.0M $21.14
2025 Q2 ADDED 557,569 +25,355 +4.8% 5.08% $11.4M $19.75
2025 Q1 ADDED 532,214 +3,187 +0.6% 4.61% $10.3M $18.31
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FFA price (monthly, adj. close)

Other funds also holding FFA

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 2.0% Aurora Private Wealth, Inc. 3Y 0.35% Heritage Wealth Management, Inc. 0.31% North Star Investment Management Corp. 3Y 7Y 0.25% Centurion Wealth Management LLC 3Y 0.13% Opal Wealth Advisors, LLC 3Y 0.13% Logan Stone Capital, LLC 3Y 0.1% WEST MICHIGAN ADVISORS, LLC 3Y 0.06% Cornerstone Advisors, LLC 3Y 0.06% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.03%
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