FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

47 hedge funds and large institutions have $75.5M invested in First Trust Enhanced Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
10
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$8.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.2M
3
SFS
3
Shaker Financial Services
Virginia
$2.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.66M
5
LPL Financial
5
LPL Financial
California
$338K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.08M
2
Invesco
2
Invesco
Georgia
$4.51M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Stifel Financial
4
Stifel Financial
Missouri
$540K
5
SMG
5
Smart Money Group
Texas
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$216K +$156K +12,113 +262%
WAM
27
Weiss Asset Management
Massachusetts
$202K +$202K +15,609 New
Bank of America
28
Bank of America
North Carolina
$162K -$2.07K -160 -1%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$157K -$40.6K -3,154 -21%
VCM
30
Virtue Capital Management
Tennessee
$142K -$157K -12,127 -52%
IA
31
IFP Advisors
Florida
$113K +$20.1K +1,542 +22%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$87K -$1.74K -135 -2%
SWM
33
SeaCrest Wealth Management
New York
$48K – – –
FIB
34
First Interstate Bank
Montana
$45K – – –
PB
35
Pinnacle Bancorp
Nebraska
$39K +$39K +3,000 New
QCIG
36
Quad-Cities Investment Group
Iowa
$37K +$646 +50 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$34K – – –
GWM
38
Geneos Wealth Management
Colorado
$31K +$2.99K +237 +11%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$27K – – –
MFW
40
Mosaic Family Wealth
Missouri
$17K – – –
FCA
41
FinTrust Capital Advisors
South Carolina
$15K +$15K +1,131 New
CAC
42
Certified Advisory Corp
Florida
$11K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$10K +$10K +750 New
RFC
44
Regions Financial Corp
Alabama
$9K – – –
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
SFG
46
SevenBridge Financial Group
Pennsylvania
$6K – – –
IFWM
47
Institute for Wealth Management
Colorado
– -$211K -12,993 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$207K -12,954 Closed
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
– -$170K -10,625 Closed
TC
50
Trilogy Capital
California
– -$49K -3,067 Closed
1
2
3