FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

57 hedge funds and large institutions have $124M invested in First Trust Enhanced Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
SFS
2
Shaker Financial Services
Virginia
$3.69M
3
CA
3
Cornerstone Advisors
North Carolina
$1.76M
4
WAM
4
Wolverine Asset Management
Illinois
$1.91M
5
EF
5
Exeter Financial
Arizona
$11.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$5.04M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.62M
4
KIM
4
Karpus Investment Management
New York
$3.29M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.9M 1,701,965 +123,041 +8%
EF
2
Exeter Financial
Arizona
$11.4M 557,569 +25,355 +5%
Wells Fargo
3
Wells Fargo
California
$10.4M 508,202 -112,550 -18%
Invesco
4
Invesco
Georgia
$7.67M 374,565 +9,889 +3%
UBS Group
5
UBS Group
Switzerland
$5.66M 276,582 +7,683 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.31M 259,425 -3,867 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$5.18M 253,106 +5,602 +2%
GC
8
Guggenheim Capital
Illinois
$5.04M 246,026 -74,810 -23%
SFS
9
Shaker Financial Services
Virginia
$3.69M 179,995 +88,539 +97%
NSIM
10
North Star Investment Management
Illinois
$3.62M 176,814 -2,014 -1%
KIM
11
Karpus Investment Management
New York
$3.29M 160,460 -14,171 -8%
LPL Financial
12
LPL Financial
California
$3.1M 151,229 -5,455 -3%
WAM
13
Wolverine Asset Management
Illinois
$1.91M 93,382 +51,196 +121%
CA
14
Cornerstone Advisors
North Carolina
$1.76M 85,944 +52,417 +156%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.63M 79,699 +11,510 +17%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.62M 78,885 -67,702 -46%
Creative Planning
17
Creative Planning
Kansas
$1.59M 77,460 +1,366 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.45M 70,809 -2,395 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.36M 65,879 +6,490 +11%
Truist Financial
20
Truist Financial
North Carolina
$1.07M 52,109 +5,132 +11%
HWMO
21
Heritage Wealth Management (Ohio)
Ohio
$1.05M 51,042 -4,500 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.03M 50,095 +1,098 +2%
WA
23
Waverly Advisors
Alabama
$943K 46,042 -100 -0.2%
SPIA
24
Steward Partners Investment Advisory
New York
$624K 30,450 -4,250 -12%
AFG
25
Atomi Financial Group
New York
$589K 28,748 +1,963 +7%
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