Institute for Wealth Management, LLC.

Position in FFA — First Trust Enhanced Equity Income Fund

CIK 1533954 DENVER, CO

Position in FFA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$195,739

+$46,254 QoQ

Shares Held

8,754

-14.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#57

of 72 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. FFA ranks #25 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,739	8,754	-14.0%	Shares	Sole	2026-07-28
2022-09-30	$149,485	10,176	0.0%	Shares	Sole	2022-10-18
2022-06-30	$166,275	10,176	-0.8%	Shares	Sole	2022-07-25
2022-03-31	$207,684	10,256	0.0%	Shares	Sole	2022-04-29
2021-12-31	$218,350	10,256	-7.4%	Shares	Sole	2022-01-21
2021-09-30	$218,295	11,081	0.0%	Shares	Sole	2021-11-15
2021-06-30	$225,165	11,081	-0.2%	Shares	Sole	2021-07-21
2021-03-31	$207,719	11,108	-0.7%	Shares	Sole	2021-05-04
2020-12-31	$197,150	11,189	-0.7%	Shares	Sole	2021-02-01
2020-09-30	$170,612	11,269	0.0%	Shares	Sole	2020-11-03
2020-06-30	$163,963	11,269	-0.9%	Shares	Sole	2020-07-30
2020-03-31	$143,022	11,369	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.