FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

49 hedge funds and large institutions have $86.5M invested in First Trust Enhanced Equity Income Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMG
1
Smart Money Group
Texas
$2.38M
2
SFS
2
Shaker Financial Services
Virginia
$2.04M
3
GC
3
Guggenheim Capital
Illinois
$3.71M
4
DA
4
Doliver Advisors
Texas
$484K
5
Stifel Financial
5
Stifel Financial
Missouri
$414K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$7.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.22M
3
Invesco
3
Invesco
Georgia
$7.82M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.8M
5
Wells Fargo
5
Wells Fargo
California
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$252K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$251K -$14K -950 -5%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$220K -$105K -7,113 -32%
FMBTD
29
First Midwest Bank Trust Division
Illinois
$214K +$214K +14,500 New
IFWM
30
Institute for Wealth Management
Colorado
$209K – – –
VCM
31
Virtue Capital Management
Tennessee
$173K +$35.6K +2,363 +26%
WAM
32
Wolverine Asset Management
Illinois
$153K +$153K +10,419 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$104K +$99.2K +6,726 +2,057%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$66K +$1.24K +84 +2%
SWM
35
SeaCrest Wealth Management
New York
$55K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$54K – – –
FIB
37
First Interstate Bank
Montana
$51K – – –
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$31K – – –
MFW
39
Mosaic Family Wealth
Missouri
$19K – – –
US Bancorp
40
US Bancorp
Minnesota
$15K -$19.5K -1,300 -57%
CPIG
41
Chicago Partners Investment Group
Illinois
$15K – – –
SWP
42
Stratos Wealth Partners
Ohio
$13K – – –
CAC
43
Certified Advisory Corp
Florida
$12K – – –
IA
44
IFP Advisors
Florida
$12K – – –
GWM
45
Geneos Wealth Management
Colorado
$12K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
RFC
47
Regions Financial Corp
Alabama
$10K – – –
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
SFG
49
SevenBridge Financial Group
Pennsylvania
$7K – – –
CA
50
Cetera Advisors
Colorado
– -$319K -19,780 Closed
1
2
3