FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

50 hedge funds and large institutions have $79.8M invested in First Trust Enhanced Equity Income Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$15.6M
2
Citigroup
2
Citigroup
New York
$3.1M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$935K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.34M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.67M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$12.2M
2
CRC
2
Curi RMB Capital
Illinois
$515K
3
Invesco
3
Invesco
Georgia
$7.08M
4
Wells Fargo
4
Wells Fargo
California
$3.36M
5
SG Americas Securities
5
SG Americas Securities
New York
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
MGAM
26
McGowan Group Asset Management
Texas
$283K -$68.7K -5,401 -20%
RJT
27
Raymond James Trust
Florida
$283K – – –
OC
28
Oppenheimer & Co
New York
$272K – – –
BTS
29
BB&T Securities
Virginia
$251K +$5.46K +429 +2%
RMC
30
Regis Management Company
California
$236K -$63.8K -5,003 -21%
CA
31
Cornerstone Advisors
North Carolina
$224K +$224K +17,600 New
BFM
32
Boothbay Fund Management
New York
$199K +$199K +15,609 New
SG Americas Securities
33
SG Americas Securities
New York
$190K -$267K -20,995 -58%
Ameriprise
34
Ameriprise
Minnesota
$154K -$15.6K -1,226 -9%
CWM
35
Concert Wealth Management
California
$148K -$1.28K -100 -0.9%
TC
36
TFS Capital
Pennsylvania
$147K +$147K +11,521 New
IH
37
IFC Holdings
Florida
$133K – – –
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$85K -$72.5K -5,692 -46%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$80K – – –
SBL
40
Sargent Bickham Lagudis
Colorado
$75K +$75K +5,850 New
IA
41
IFP Advisors
Florida
$72K +$45.5K +2,964 +172%
TRCT
42
Tower Research Capital (TRC)
New York
$34K +$25.2K +1,997 +285%
MFW
43
Mosaic Family Wealth
Missouri
$25K – – –
Creative Planning
44
Creative Planning
Kansas
$19K +$12.7K +1,000 +200%
MFS
45
MSI Financial Services
Massachusetts
$17K +$241 +19 +1%
CPIG
46
Chicago Partners Investment Group
Illinois
$13K – – –
FAM
47
Formidable Asset Management
Ohio
$12K – – –
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
GWM
49
Geneos Wealth Management
Colorado
$6K +$6K +515 New
US Bancorp
50
US Bancorp
Minnesota
$3K – – –
1
2
3