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FFA

First Trust Enhanced Equity Income Fund

49 hedge funds and large institutions have $90.2M invested in First Trust Enhanced Equity Income Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $86.5M → $90.2M (+$3.7M)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.44% less ownership

Funds ownership: 29.15%28.71% (-0.44%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
49
Holders Change
Holders Change %
0%
% 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
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$209K
Bank of America
27
Bank of America
North Carolina
$201K -$335K -21,755 -63%
VCM
28
Virtue Capital Management
Tennessee
$183K +$1.99K +129 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$178K -$87.4K -5,674 -33%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$108K -$2.48K -161 -2%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$95K -$137K -8,899 -60%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$72K +$1.22K +79 +2%
SWM
33
SeaCrest Wealth Management
New York
$58K
FIB
34
First Interstate Bank
Montana
$55K
IA
35
IFP Advisors
Florida
$49K +$36.4K +2,365 +312%
QCIG
36
Quad-Cities Investment Group
Iowa
$43K +$42.6K +2,764 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$41K -$15.4K -1,000 -28%
TC
38
Trilogy Capital
California
$36K +$35.1K +2,277 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$33K
MFW
40
Mosaic Family Wealth
Missouri
$21K
GWM
41
Geneos Wealth Management
Colorado
$20K +$7.32K +475 +58%
CPIG
42
Chicago Partners Investment Group
Illinois
$16K
CAC
43
Certified Advisory Corp
Florida
$13K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$11K
RFC
45
Regions Financial Corp
Alabama
$11K
Citigroup
46
Citigroup
New York
$9K +$9.25K +600 New
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
CF
48
Centaurus Financial
California
$8K +$7.71K +500 New
SFG
49
SevenBridge Financial Group
Pennsylvania
$7K
SFS
50
Shaker Financial Services
Virginia
-$2.04M -138,053 Closed

FFA Hedge Fund Activity: Q2 2018 in Review

49 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q2 2018, worth a combined $90.2M — up 4.3% from $86.5M a quarter earlier.

Fund positioning in FFA was balanced in Q2 2018: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.59M. The largest seller was Advisors Asset Management, cutting an estimated $2.33M.

  • 49 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $90.2M of First Trust Enhanced Equity Income Fund stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q2 2018 and 7 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q2 2018 was Guggenheim Capital, an estimated $2.59M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q2 2018 was Advisors Asset Management, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2018.