FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

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.

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
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.88M
3
Wells Fargo
3
Wells Fargo
California
$6.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.5M
5
EF
5
Exeter Financial
Arizona
$9.43M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Invesco
2
Invesco
Georgia
$6.96M
3
GC
3
Guggenheim Capital
Illinois
$6.64M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.39M
5
UBS Group
5
UBS Group
Switzerland
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$342K 16,879 +1,287 +8%
APA
27
American Portfolios Advisors
New York
$340K 16,770 – –
HighTower Advisors
28
HighTower Advisors
Illinois
$313K 15,404 +100 +0.7%
WMA
29
West Michigan Advisors
Michigan
$307K 15,175 -756 -5%
IAIM
30
International Assets Investment Management
Florida
$293K 14,485 -7,691 -35%
AWS
31
Atria Wealth Solutions
New York
$286K 14,123 +14,123 New
Bank of America
32
Bank of America
North Carolina
$281K 13,908 +1,051 +8%
BRWM
33
B. Riley Wealth Management
Tennessee
$278K 13,750 +2,100 +18%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$263K 13,000 +13,000 New
KPWS
35
Kestra Private Wealth Services
Texas
$254K 12,556 +1,302 +12%
WB
36
West Bancorporation
Iowa
$218K 10,746 – –
LWAC
37
Laurel Wealth Advisors (California)
California
$213K 10,536 +298 +3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$209K 10,327 -569 -5%
IFWM
39
Institute for Wealth Management
Colorado
$208K 10,256 – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$179K 8,832 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$106K 5,225 – –
IA
42
IFP Advisors
Florida
$67K 4,331 +4,331 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$53K 2,632 – –
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K 1,880 +1,880 New
CA
45
Clearstead Advisors
Ohio
$32K 1,600 – –
GWM
46
Geneos Wealth Management
Colorado
$26K 1,315 – –
TWM
47
Tradition Wealth Management
Minnesota
$25K 1,242 +1,242 New
PFS
48
Prospera Financial Services
Texas
$24K 1,175 +1,175 New
TFP
49
Tilia Fiduciary Partners
North Carolina
$20K 1,000 – –
FCA
50
FinTrust Capital Advisors
South Carolina
$19K 949 +15 +2%
1
2
3