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 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
23
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93M
2
OWA
2
Opal Wealth Advisors
New York
$1.83M
3
GC
3
Guggenheim Capital
Illinois
$8.98M
4
SPIA
4
Steward Partners Investment Advisory
New York
$544K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$197K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$7.68M
2
Invesco
2
Invesco
Georgia
$8.76M
3
SFS
3
Shaker Financial Services
Virginia
$512K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$352K -$13K -663 -4%
APA
27
American Portfolios Advisors
New York
$330K – – –
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$297K – – –
KPWS
29
Kestra Private Wealth Services
Texas
$222K +$20 +1 +0%
Bank of America
30
Bank of America
North Carolina
$219K +$1.08K +55 +0.5%
IFWM
31
Institute for Wealth Management
Colorado
$218K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$215K – – –
CAN
33
Cetera Advisor Networks
California
$212K +$15K +760 +8%
LWAC
34
Laurel Wealth Advisors (California)
California
$202K -$9.27K -470 -4%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$197K +$197K +10,000 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$174K +$174K +8,832 New
TCWM
37
Total Clarity Wealth Management
Illinois
$134K +$134K +6,806 New
NFG
38
Next Financial Group
Texas
$128K +$8.85K +448 +7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$52K – – –
WWM
40
Wagner Wealth Management
South Carolina
$39K +$1.19K +56 +3%
GWM
41
Geneos Wealth Management
Colorado
$26K – – –
Citigroup
42
Citigroup
New York
$26K +$11.8K +602 +83%
FCA
43
FinTrust Capital Advisors
South Carolina
$18K +$274 +14 +2%
FF
44
FourThought Financial
Florida
$15K – – –
HI
45
Harbour Investments
Wisconsin
$14K – – –
GWSG
46
GPS Wealth Strategies Group
Colorado
$13K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$11K +$173 +9 +2%
PWA
48
Phoenix Wealth Advisors
North Carolina
$8K – – –
AWA
49
Arkadios Wealth Advisors
Georgia
$6K -$16.6K -908 -73%
KFI
50
Key Financial Inc
Pennsylvania
$4K – – –
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