FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

51 hedge funds and large institutions have $111M invested in First Trust Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
18
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.49M
2
AAM
2
Advisors Asset Management
Colorado
$4.94M
3
GC
3
Guggenheim Capital
Illinois
$8.27M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.97M
5
IAIM
5
International Assets Investment Management
Florida
$856K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.74M
2
KIM
2
Karpus Investment Management
New York
$840K
3
OWA
3
Opal Wealth Advisors
New York
$955K
4
RJA
4
Raymond James & Associates
Florida
$8.92M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$350K -$21.2K -1,135 -6%
APA
27
American Portfolios Advisors
New York
$314K – – –
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$282K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$272K +$178K +9,525 +191%
KPWS
30
Kestra Private Wealth Services
Texas
$210K +$75 +4 +0%
IFWM
31
Institute for Wealth Management
Colorado
$208K -$1.52K -81 -0.7%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$204K – – –
LWAC
33
Laurel Wealth Advisors (California)
California
$200K -$84K -4,500 -30%
Bank of America
34
Bank of America
North Carolina
$183K +$2.28K +122 +1%
TCWM
35
Total Clarity Wealth Management
Illinois
$134K +$134K +7,166 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
NFG
37
Next Financial Group
Texas
$78K +$78K +4,184 New
PB
38
Pinnacle Bancorp
Nebraska
$56K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$49K – – –
WWM
40
Wagner Wealth Management
South Carolina
$33K +$33K +1,750 New
HNB
41
Huntington National Bank
Ohio
$32K – – –
GWM
42
Geneos Wealth Management
Colorado
$21K – – –
FCA
43
FinTrust Capital Advisors
South Carolina
$17K +$286 +15 +2%
FP
44
Fiduciary Planning
Florida
$16K +$268 +14 +2%
CAC
45
Certified Advisory Corp
Florida
$15K +$15K +814 New
FF
46
FourThought Financial
Florida
$14K – – –
Citigroup
47
Citigroup
New York
$13K -$69.4K -3,849 -84%
HI
48
Harbour Investments
Wisconsin
$13K +$13K +700 New
GWSG
49
GPS Wealth Strategies Group
Colorado
$11K +$11K +640 New
PWA
50
Phoenix Wealth Advisors
North Carolina
$7K – – –
1
2
3