FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

56 hedge funds and large institutions have $122M invested in First Trust Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.25M
2
5L
2
55I LLC
Massachusetts
$594K
3
Wells Fargo
3
Wells Fargo
California
$5.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$326K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.86M
2
Invesco
2
Invesco
Georgia
$8.8M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
EF
4
Exeter Financial
Arizona
$9.42M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$461K +$37.9K +1,779 +9%
APA
27
American Portfolios Advisors
New York
$357K – – –
WMA
28
West Michigan Advisors
Michigan
$339K +$339K +15,931 New
RJT
29
Raymond James Trust
Florida
$332K -$49.3K -2,317 -13%
HighTower Advisors
30
HighTower Advisors
Illinois
$326K +$326K +15,304 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$301K +$289K +13,608 +2,383%
Bank of America
32
Bank of America
North Carolina
$274K +$36.6K +1,717 +15%
CAN
33
Cetera Advisor Networks
California
$252K +$23.2K +1,088 +10%
BRWM
34
B. Riley Wealth Management
Tennessee
$248K +$248K +11,650 New
KPWS
35
Kestra Private Wealth Services
Texas
$240K +$43 +2 +0%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$232K – – –
WB
37
West Bancorporation
Iowa
$229K +$229K +10,746 New
IFWM
38
Institute for Wealth Management
Colorado
$218K -$17.5K -825 -7%
LWAC
39
Laurel Wealth Advisors (California)
California
$218K – – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$188K – – –
TCWM
41
Total Clarity Wealth Management
Illinois
$145K – – –
NFG
42
Next Financial Group
Texas
$132K -$5.79K -272 -4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$111K +$111K +5,225 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$56K – – –
WWM
45
Wagner Wealth Management
South Carolina
$39K – – –
CA
46
Clearstead Advisors
Ohio
$34K +$34K +1,600 New
GWM
47
Geneos Wealth Management
Colorado
$27K – – –
CWS
48
Confluence Wealth Services
Pennsylvania
$25K +$25K +1,215 New
TFP
49
Tilia Fiduciary Partners
North Carolina
$21K +$21K +1,000 New
FPWM
50
FSB Premier Wealth Management
Iowa
$21K +$21K +1,022 New
1
2
3