Opal Wealth Advisors, LLC
Position in FFA — First Trust Enhanced Equity Income Fund
CIK 1844201
JERICHO, NY
Position in FFA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$461,197
+$30,431 QoQ
Shares Held
20,626
-2.3% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#33
of 72 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. FFA ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
634,271 | $7,877,645 | |
| 2 | PSBD |
Palmer Square Capital BDC Inc.
|
159,240 | $1,659,280 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
68,075 | $1,034,059 | |
| 4 | RIV |
Rivernorth Opportunities Fund, Inc.
|
68,882 | $803,164 | |
| 5 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
32,471 | $493,559 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
This page
|
20,626 | $461,197 | |
| 7 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
71,035 | $436,865 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,373 | $280,749 |
All Filings in FFA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,197 | 20,626 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $430,766 | 21,116 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $479,507 | 21,776 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,975 | 21,839 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $464,650 | 22,688 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $425,059 | 22,001 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $466,430 | 22,522 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $471,684 | 23,190 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $599,472 | 30,094 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $589,377 | 31,184 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $588,878 | 32,232 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $595,072 | 34,457 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $661,967 | 37,762 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $635,540 | 38,471 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $631,377 | 40,062 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $742,456 | 45,438 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,795,608 | 88,672 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,020,506 | 94,904 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,827,509 | 92,767 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,038,230 | 51,094 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $955,457 | 51,094 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,532,270 | 86,962 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||