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FFA

First Trust Enhanced Equity Income Fund
FFA

51 hedge funds and large institutions have $89.3M invested in First Trust Enhanced Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

11% more funds holding

Funds holding: 46 → 51 (+5)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more capital invested

Capital invested by funds: $89.2M → $89.3M (+$80.5K)

0.96% less ownership

Funds ownership: 30.92% → 29.96% (-0.96%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$2.29M
2
AAM
Advisors Asset Management
Colorado
+$1.32M
3
PPA
Parametric Portfolio Associates
Washington
+$1.23M
4
GC
Guggenheim Capital
Illinois
+$792K
5
Invesco
Invesco
Georgia
+$666K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.56M
2
SFS
Shaker Financial Services
Virginia
-$1.06M
3
LPL Financial
LPL Financial
California
-$627K
4
BI
Bulldog Investors
New Jersey
-$347K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$347K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$320K +$321K +21,819 New
RMC
28
Regis Management Company
California
$271K – – –
BIG
29
Bellwether Investment Group
Tennessee
$261K +$174K +11,847 +198%
PAG
30
Private Advisor Group
New Jersey
$260K +$257K +17,500 New
MML Investors Services
31
MML Investors Services
Massachusetts
$256K +$41.8K +2,839 +19%
CA
32
Cetera Advisors
Colorado
$210K +$211K +14,355 New
IFWM
33
Institute for Wealth Management
Colorado
$188K +$189K +12,865 New
OC
34
Oppenheimer & Co
New York
$175K -$80.2K -5,456 -31%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$160K +$160K +10,900 New
IH
36
IFC Holdings
Florida
$151K – – –
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$101K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$62K +$1.18K +80 +2%
WAM
39
Wolverine Asset Management
Illinois
$35K -$125K -8,516 -78%
MFW
40
Mosaic Family Wealth
Missouri
$29K – – –
Citigroup
41
Citigroup
New York
$19K +$19K +1,290 New
IA
42
IFP Advisors
Florida
$17K – – –
CPIG
43
Chicago Partners Investment Group
Illinois
$15K +$14.7K +1,000 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$11K -$82K -5,575 -88%
GWM
45
Geneos Wealth Management
Colorado
$9K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$8K – – –
Creative Planning
47
Creative Planning
Kansas
$7K -$14.7K -1,000 -67%
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
SFG
49
SevenBridge Financial Group
Pennsylvania
$7K – – –
QAM
50
QCI Asset Management
New York
$5K +$5.15K +350 New
1
2
3

FFA Hedge Fund Activity: Q2 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q2 2017, worth a combined $89.3M — up 0.09% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FFA positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.29M. The largest seller was Karpus Investment Management, cutting an estimated $8.56M.

  • 51 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $89.3M of First Trust Enhanced Equity Income Fund stock for Q2 2017, up 0.09% quarter-over-quarter.
  • 11 funds opened new First Trust Enhanced Equity Income Fund positions in Q2 2017 and 6 closed out, a net change of +5 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q2 2017 was Laurion Capital Management, an estimated $2.29M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q2 2017 was Karpus Investment Management, an estimated $8.56M sold.

Based on aggregated 13F filings for Q2 2017.