FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

46 hedge funds and large institutions have $89.2M invested in First Trust Enhanced Equity Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$1.55M
2
RJA
Raymond James & Associates
Florida
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$950K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$687K
5
BC
Brinker Capital
Pennsylvania
+$625K

Top Sellers

1
IA
Icon Advisers
Colorado
-$1.73M
2
AAM
Advisors Asset Management
Colorado
-$1.44M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.03M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$769K
5
KIM
Karpus Investment Management
New York
-$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
26
Regis Management Company
California
$267K – – –
Ameriprise
27
Ameriprise
Minnesota
$264K +$45.9K +3,182 +21%
OC
28
Oppenheimer & Co
New York
$252K -$203K -14,015 -45%
MML Investors Services
29
MML Investors Services
Massachusetts
$212K +$212K +14,655 New
CWM
30
Concert Wealth Management
California
$158K – – –
WAM
31
Wolverine Asset Management
Illinois
$157K +$157K +10,916 New
IH
32
IFC Holdings
Florida
$150K – – –
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$99.8K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$91K – – –
BIG
35
Bellwether Investment Group
Tennessee
$86K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$60K +$1.04K +72 +2%
MFW
37
Mosaic Family Wealth
Missouri
$28K – – –
Creative Planning
38
Creative Planning
Kansas
$22K +$14.7K +1,000 +200%
IA
39
IFP Advisors
Florida
$17K – – –
GWM
40
Geneos Wealth Management
Colorado
$8K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$8K +$8K +550 New
SFG
42
SevenBridge Financial Group
Pennsylvania
$7K – – –
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
US Bancorp
44
US Bancorp
Minnesota
$4K – – –
AA
45
Apriem Advisors
California
$3K – – –
IA
46
Icon Advisers
Colorado
– -$1.73M -127,897 Closed
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
– -$1.03M -76,004 Closed
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
– -$769K -56,888 Closed
LCM
49
Landscape Capital Management
New Jersey
– -$421K -31,186 Closed
BTS
50
BB&T Securities
Virginia
– -$184K -13,782 Closed
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