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First Trust Enhanced Equity Income Fund
FFA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 40.5 M +USD 600 k +27,041 +2%
EF
2
Exeter Financial
Arizona
USD 13.1 M +USD 131 k +5,889 +1%
Wells Fargo
3
Wells Fargo
California
USD 10.2 M -USD 1.51 M -67,896 -13%
Invesco
4
Invesco
Georgia
USD 9.8 M +USD 368 k +16,601 +4%
SFS
5
Shaker Financial Services
Virginia
USD 7.35 M -USD 136 k -6,114 -2%
Raymond James Financial
6
Raymond James Financial
Florida
USD 6.51 M +USD 476 k +21,482 +8%
UBS Group
7
UBS Group
Switzerland
USD 5.88 M -USD 30.3 k -1,366 -0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 5.45 M -USD 366 k -16,496 -6%
LPL Financial
9
LPL Financial
California
USD 3.92 M +USD 70.1 k +3,159 +2%
North Star Investment Management
10
North Star Investment Management
Illinois
USD 3.83 M -USD 163 k -7,333 -4%
SAM
11
Smith Asset Management
Florida
USD 3.35 M -USD 76.8 k -3,465 -2%
Karpus Investment Management
12
Karpus Investment Management
New York
USD 3 M -USD 13.7 k -617 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 2.63 M +USD 76.7 k +3,459 +3%
Truist Financial
14
Truist Financial
North Carolina
USD 2.13 M +USD 111 k +5,011 +6%
Guggenheim Capital
15
Guggenheim Capital
Illinois
USD 2.02 M -USD 834 k -37,627 -29%
Creative Planning
16
Creative Planning
Kansas
USD 1.75 M -USD 33.6 k -1,513 -2%
Wolverine Asset Management
17
Wolverine Asset Management
Illinois
USD 1.67 M -USD 768 k -34,653 -32%
Integrated Wealth Concepts
18
Integrated Wealth Concepts
Massachusetts
USD 1.58 M -USD 60 k -2,706 -4%
Advisors Asset Management
19
Advisors Asset Management
Colorado
USD 1.55 M +USD 629 k +28,358 +69%
PFO
20
PMG Family Office
Texas
USD 1.31 M +USD 13.6 k +613 +1%
Ameriprise
21
Ameriprise
Minnesota
USD 1.23 M +USD 52.8 k +2,379 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 1.09 M -USD 273 k -12,299 -20%
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
USD 1.09 M +USD 1.08 M +48,756 Nuevas
Waverly Advisors
24
Waverly Advisors
Alabama
USD 1.05 M -USD 40 k -1,803 -4%
D.A. Davidson & Co
25
D.A. Davidson & Co
Montana
USD 917 k +USD 72.3 k +3,262 +9%
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