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FFA

First Trust Enhanced Equity Income Fund
FFA

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

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

9% more funds holding

Funds holding: 47 → 51 (+4)

5% more capital invested

Capital invested by funds: $106M → $111M (+$5.37M)

0.28% less ownership

Funds ownership: 29.98% → 29.7% (-0.28%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

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

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$943K
2
AAM
Advisors Asset Management
Colorado
+$835K
3
GC
Guggenheim Capital
Illinois
+$555K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$410K
5
IAIM
International Assets Investment Management
Florida
+$406K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.31M
2
KIM
Karpus Investment Management
New York
-$657K
3
OWA
Opal Wealth Advisors
New York
-$640K
4
RJA
Raymond James & Associates
Florida
-$273K
5
Millennium Management
Millennium Management
New York
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$350K -$20.3K -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 +$170K +9,525 +191%
KPWS
30
Kestra Private Wealth Services
Texas
$210K +$71 +4 +0%
IFWM
31
Institute for Wealth Management
Colorado
$208K -$1.45K -81 -0.7%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$204K – – –
LWAC
33
Laurel Wealth Advisors (California)
California
$200K -$80.4K -4,500 -30%
Bank of America
34
Bank of America
North Carolina
$183K +$2.18K +122 +1%
TCWM
35
Total Clarity Wealth Management
Illinois
$134K +$128K +7,166 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
NFG
37
Next Financial Group
Texas
$78K +$74.7K +4,184 New
PB
38
Pinnacle Bancorp
Nebraska
$56K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$49K – – –
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$33K +$31.2K +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 +$268 +15 +2%
FP
44
Fiduciary Planning
Florida
$16K +$250 +14 +2%
CAC
45
Certified Advisory Corp
Florida
$15K +$14.5K +814 New
FF
46
FourThought Financial
Florida
$14K – – –
Citigroup
47
Citigroup
New York
$13K -$68.7K -3,849 -84%
HI
48
Harbour Investments
Wisconsin
$13K +$12.5K +700 New
GWSG
49
GPS Wealth Strategies Group
Colorado
$11K +$11.4K +640 New
PWA
50
Phoenix Wealth Advisors
North Carolina
$7K – – –
1
2
3

FFA Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2021, worth a combined $111M — up 5.1% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFA positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $943K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.31M.

  • 51 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $111M of First Trust Enhanced Equity Income Fund stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2021 and 3 closed out, a net change of +4 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2021 was Shaker Financial Services, an estimated $943K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2021.