FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

41 hedge funds and large institutions have $88.7M invested in First Trust Enhanced Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
18
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Exeter Financial
Arizona
$4.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.3M
3
RJA
3
Raymond James & Associates
Florida
$8.97M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.56M
5
UBS Group
5
UBS Group
Switzerland
$3.41M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
VF
2
Virtu Financial
New York
$0
3
AAM
3
Advisors Asset Management
Colorado
$4.23M
4
LWAC
4
Laurel Wealth Advisors (California)
California
$0
5
9WM
5
9258 Wealth Management
Ohio
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$162K 10,146 +574 +6%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$106K 5,225 – –
Citigroup
28
Citigroup
New York
$81K 5,070 +5,070 New
FIB
29
First Interstate Bank
Montana
$55K 3,470 – –
PB
30
Pinnacle Bancorp
Nebraska
$48K 3,000 – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$42K 2,632 – –
QCIG
32
Quad-Cities Investment Group
Iowa
$40K 2,502 +48 +2%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$33K 2,075 – –
GWM
34
Geneos Wealth Management
Colorado
$17K 1,115 -1,223 -52%
TFS
35
TrustCore Financial Services
Tennessee
$14K 897 – –
CAC
36
Certified Advisory Corp
Florida
$13K 814 – –
FCA
37
FinTrust Capital Advisors
South Carolina
$13K 785 +15 +2%
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$8K 510 – –
SFG
39
SevenBridge Financial Group
Pennsylvania
$7K 464 – –
RIA
40
Realta Investment Advisors
Delaware
$1K 66 +66 New
SFS
41
Shaker Financial Services
Virginia
– – -161,342 Closed
VF
42
Virtu Financial
New York
– – -132,926 Closed
LWAC
43
Laurel Wealth Advisors (California)
California
– – -11,608 Closed
CJA
44
C-J Advisory
California
– – -2,000 Closed
MFW
45
Mosaic Family Wealth
Missouri
– – -1,316 Closed
RFC
46
Regions Financial Corp
Alabama
– – -700 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2