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FFA

First Trust Enhanced Equity Income Fund

54 hedge funds and large institutions have $115M invested in First Trust Enhanced Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.43% less ownership

Funds ownership: 28.78%28.35% (-0.43%)

4% less funds holding

Funds holding: 5654 (-2)

6% less capital invested

Capital invested by funds: $122M → $115M (-$7.58M)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$342K +$26.1K +1,287 +8%
APA
27
American Portfolios Advisors
New York
$340K
HighTower Advisors
28
HighTower Advisors
Illinois
$313K +$2.03K +100 +0.7%
WMA
29
West Michigan Advisors
Michigan
$307K -$15.3K -756 -5%
IAIM
30
International Assets Investment Management
Florida
$293K -$156K -7,691 -35%
AWS
31
Atria Wealth Solutions
New York
$286K +$286K +14,123 New
Bank of America
32
Bank of America
North Carolina
$281K +$21.3K +1,051 +8%
BRWM
33
B. Riley Wealth Management
Tennessee
$278K +$42.5K +2,100 +18%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$263K +$263K +13,000 New
KPWS
35
Kestra Private Wealth Services
Texas
$254K +$26.4K +1,302 +12%
WB
36
West Bancorporation
Iowa
$218K
LWAC
37
Laurel Wealth Advisors (California)
California
$213K +$6.04K +298 +3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$209K -$11.5K -569 -5%
IFWM
39
Institute for Wealth Management
Colorado
$208K
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$179K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$106K
IA
42
IFP Advisors
Florida
$67K +$87.7K +4,331 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$53K
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$38.1K +1,880 New
CA
45
Clearstead Advisors
Ohio
$32K
GWM
46
Geneos Wealth Management
Colorado
$26K
TWM
47
Tradition Wealth Management
Minnesota
$25K +$25.2K +1,242 New
PFS
48
Prospera Financial Services
Texas
$24K +$23.8K +1,175 New
TFP
49
Tilia Fiduciary Partners
North Carolina
$20K
FCA
50
FinTrust Capital Advisors
South Carolina
$19K +$304 +15 +2%

FFA Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2022, worth a combined $115M — down 6.2% from $122M a quarter earlier.

Fund positioning in FFA was balanced in Q1 2022: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 14 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $1.21M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.25M sold.

  • 54 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2022, down from 56 in Q4 2021.
  • Funds reported $115M of First Trust Enhanced Equity Income Fund stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2022 and 7 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2022 was Rockefeller Capital Management, an estimated $1.21M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2022 was Shaker Financial Services, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2022.