FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

43 hedge funds and large institutions have $84.6M invested in First Trust Enhanced Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
11
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.37M
2
SFS
2
Shaker Financial Services
Virginia
$2.27M
3
WAM
3
Wolverine Asset Management
Illinois
$1.01M
4
Invesco
4
Invesco
Georgia
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.4M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.74M
2
RJA
2
Raymond James & Associates
Florida
$8.29M
3
AAM
3
Advisors Asset Management
Colorado
$1.75M
4
UBS Group
4
UBS Group
Switzerland
$3.68M
5
Wells Fargo
5
Wells Fargo
California
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$234K 16,053 +16,053 New
LWAC
27
Laurel Wealth Advisors (California)
California
$223K 15,323 +15,323 New
IAIM
28
International Assets Investment Management
Florida
$217K 14,943 +14,943 New
IFWM
29
Institute for Wealth Management
Colorado
$164K 11,269 -100 -0.9%
WB
30
West Bancorporation
Iowa
$156K 10,746 – –
Bank of America
31
Bank of America
North Carolina
$137K 9,398 -2,220 -19%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$106K 5,225 – –
Citigroup
33
Citigroup
New York
$92K 6,291 +164 +3%
SPIA
34
Steward Partners Investment Advisory
New York
$48K 3,300 +450 +16%
PB
35
Pinnacle Bancorp
Nebraska
$44K 3,000 – –
PAG
36
Private Advisor Group
New Jersey
$40K 2,758 +2,758 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$38K 2,632 – –
APWA
38
Atlas Private Wealth Advisors
New Jersey
$19K 1,300 +1,300 New
GWM
39
Geneos Wealth Management
Colorado
$15K 1,115 – –
TFS
40
TrustCore Financial Services
Tennessee
$13K 897 – –
CAC
41
Certified Advisory Corp
Florida
$12K 814 – –
FCA
42
FinTrust Capital Advisors
South Carolina
$12K 848 +17 +2%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$7K 510 – –
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
– – -11,500 Closed
WAP
45
Wealthcare Advisory Partners
Pennsylvania
– – -2,075 Closed
ASN
46
Advisory Services Network
Georgia
– – -1,410 Closed
AIC
47
Ameritas Investment Company
Nebraska
– – -561 Closed
KFI
48
Key Financial Inc
Pennsylvania
– – -218 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2