FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

47 hedge funds and large institutions have $106M invested in First Trust Enhanced Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
14
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$3.83M
2
Invesco
Invesco
Georgia
$8.49M
3
KIM
Karpus Investment Management
New York
$1.44M
4
Morgan Stanley
Morgan Stanley
New York
$23.7M
5
SFS
Shaker Financial Services
Virginia
$4.24M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$7.24M
2
RJA
Raymond James & Associates
Florida
$8.68M
3
WAM
Wolverine Asset Management
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$992K
5
AAS
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
26
Laurel Wealth Advisors (California)
California
$268K -$2.03K -115 -0.8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$267K +$40.8K +2,316 +18%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$266K +$266K +15,075 New
KPWS
29
Kestra Private Wealth Services
Texas
$198K +$198K +11,245 New
IFWM
30
Institute for Wealth Management
Colorado
$197K -$1.41K -80 -0.7%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$192K -$2.64K -150 -1%
Millennium Management
32
Millennium Management
New York
$185K +$185K +10,501 New
Bank of America
33
Bank of America
North Carolina
$170K +$2.32K +132 +1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$88K +$26.4K +1,500 +43%
Citigroup
36
Citigroup
New York
$81K +$68.2K +3,849 +534%
PB
37
Pinnacle Bancorp
Nebraska
$53K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$46K – – –
GWM
39
Geneos Wealth Management
Colorado
$20K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$15K +$239 +14 +2%
FP
41
Fiduciary Planning
Florida
$14K +$221 +13 +2%
FF
42
FourThought Financial
Florida
$13K +$13K +784 New
ASN
43
Advisory Services Network
Georgia
$9K -$16.5K -913 -65%
PWA
44
Phoenix Wealth Advisors
North Carolina
$7K +$7K +400 New
KFI
45
Key Financial Inc
Pennsylvania
$4K +$4K +218 New
AWA
46
Arkadios Wealth Advisors
Georgia
$3K +$3K +222 New
D
47
Diversified
Delaware
$3K +$3K +226 New
WAM
48
Wolverine Asset Management
Illinois
– -$386K -25,548 Closed
AAS
49
Avantax Advisory Services
Texas
– -$259K -17,145 Closed
DA
50
Doliver Advisors
Texas
– -$192K -12,665 Closed
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2
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