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First Trust Enhanced Equity Income Fund shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of First Trust Enhanced Equity Income Fund (FFA) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in First Trust Enhanced Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust Enhanced Equity Income Fund held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Enhanced Equity Income Fund by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 900 22.36
2026-03-31 $18k 900 20.40

More positions owned by Beacon Investment Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Gold Tr Ishares New (IAU)
Advanced Micro Devices (AMD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Applied Materials (AMAT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)

View all positions for Beacon Investment Advisory Services

Top funds holding First Trust Enhanced Equity Income Fund

Morgan Stanley
Exeter Financial
Wells Fargo & Company
Invesco
Shaker Financial Services
Raymond James Financial
UBS Group
Royal Bank of Canada
North Star Investment Management
LPL Financial
Smith Asset Management
Karpus Investment Management
Guggenheim Capital, LLC Managers
Envestnet Asset Management
Wolverine Asset Management

View all funds holding First Trust Enhanced Equity Income Fund