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FFA

First Trust Enhanced Equity Income Fund

44 hedge funds and large institutions have $88.5M invested in First Trust Enhanced Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

7% more funds holding

Funds holding: 4144 (+3)

0.19% more ownership

Funds ownership: 27.78%27.98% (+0.19%)

0% less capital invested

Capital invested by funds: $88.7M → $88.5M (-$273K)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$190K +$30.3K +1,901 +19%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$106K
Citigroup
28
Citigroup
New York
$90K +$9.38K +589 +12%
CIAS
29
Capital Investment Advisory Services
North Carolina
$56K +$56.2K +3,531 New
FIB
30
First Interstate Bank
Montana
$55K
PB
31
Pinnacle Bancorp
Nebraska
$47K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$42K
QCIG
33
Quad-Cities Investment Group
Iowa
$41K +$717 +45 +2%
SPIA
34
Steward Partners Investment Advisory
New York
$41K +$41.4K +2,600 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$33K
GWM
36
Geneos Wealth Management
Colorado
$17K
TFS
37
TrustCore Financial Services
Tennessee
$14K
CAC
38
Certified Advisory Corp
Florida
$13K
FCA
39
FinTrust Capital Advisors
South Carolina
$13K +$223 +14 +2%
AIC
40
Ameritas Investment Company
Nebraska
$9K +$8.58K +539 New
EFSCE
41
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
TC
42
Trust Company
Kansas
$8K +$7.96K +500 New
TFGT
43
TS Financial Group (TSFG)
Illinois
$8K +$8.33K +523 New
RIA
44
Realta Investment Advisors
Delaware
$1K
Stifel Financial
45
Stifel Financial
Missouri
-$600K -37,474 Closed
SFG
46
SevenBridge Financial Group
Pennsylvania
-$7K -464 Closed

FFA Hedge Fund Activity: Q3 2019 in Review

44 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q3 2019, worth a combined $88.5M — down 0.31% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FFA positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $548K. The largest seller was Invesco, cutting an estimated $652K.

  • 44 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q3 2019, up from 41 in Q2 2019.
  • Funds reported $88.5M of First Trust Enhanced Equity Income Fund stock for Q3 2019, down 0.31% quarter-over-quarter.
  • 6 funds opened new First Trust Enhanced Equity Income Fund positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $548K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q3 2019 was Invesco, an estimated $652K sold.

Based on aggregated 13F filings for Q3 2019.