FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

48 hedge funds and large institutions have $89.3M invested in First Trust Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.29M
2
Invesco
2
Invesco
Georgia
$6.7M
3
AAM
3
Advisors Asset Management
Colorado
$2.36M
4
UBS Group
4
UBS Group
Switzerland
$4.22M
5
AAS
5
Avantax Advisory Services
Texas
$259K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$7.79M
2
WAM
2
Wolverine Asset Management
Illinois
$386K
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Wells Fargo
4
Wells Fargo
California
$3.37M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$254K 16,770 – –
LWAC
27
Laurel Wealth Advisors (California)
California
$232K 15,323 – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$194K 12,833 +12,833 New
DA
29
Doliver Advisors
Texas
$192K 12,665 -3,388 -21%
CRC
30
Curi RMB Capital
Illinois
$174K 11,481 +11,481 New
IFWM
31
Institute for Wealth Management
Colorado
$171K 11,269 – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$167K 11,046 -5,305 -32%
WB
33
West Bancorporation
Iowa
$163K 10,746 – –
Bank of America
34
Bank of America
North Carolina
$144K 9,533 +135 +1%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$106K 5,225 – –
BCA
36
Berman Capital Advisors
Georgia
$80K 5,331 +5,331 New
SPIA
37
Steward Partners Investment Advisory
New York
$53K 3,500 +200 +6%
PB
38
Pinnacle Bancorp
Nebraska
$45K 3,000 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$40K 2,632 – –
ASN
40
Advisory Services Network
Georgia
$21K 1,410 +1,410 New
GWM
41
Geneos Wealth Management
Colorado
$16K 1,115 – –
TFS
42
TrustCore Financial Services
Tennessee
$14K 897 – –
FP
43
Fiduciary Planning
Florida
$12K 809 +809 New
Citigroup
44
Citigroup
New York
$11K 721 -5,570 -89%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$11K 750 +750 New
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$6K 370 +370 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2K 100 +100 New
FCA
48
FinTrust Capital Advisors
South Carolina
$13 864 +16 +2%
PAG
49
Private Advisor Group
New Jersey
– – -2,758 Closed
APWA
50
Atlas Private Wealth Advisors
New Jersey
– – -1,300 Closed
1
2
3