FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

60 hedge funds and large institutions have $92.1M invested in First Trust Enhanced Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$4.34M
2
SFS
2
Shaker Financial Services
Virginia
$8.82M
3
OWA
3
Opal Wealth Advisors
New York
$631K
4
Morgan Stanley
4
Morgan Stanley
New York
$22.4M
5
Invesco
5
Invesco
Georgia
$5.43M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$852K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$222K
3
RJA
3
Raymond James & Associates
Florida
$4.09M
4
GC
4
Guggenheim Capital
Illinois
$3.24M
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$303K +$87.2K +5,524 +40%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$277K +$8.57K +544 +3%
KPWS
28
Kestra Private Wealth Services
Texas
$269K +$47 +3 +0%
RJT
29
Raymond James Trust
Florida
$266K – – –
IAIM
30
International Assets Investment Management
Florida
$234K +$74.2K +4,706 +46%
Truist Financial
31
Truist Financial
North Carolina
$227K +$8.98K +570 +4%
APW
32
Aurora Private Wealth
New Jersey
$225K +$4.69K +298 +2%
BFA
33
Buttonwood Financial Advisors
Maryland
$224K -$36.2K -2,300 -14%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$222K -$1.25M -79,140 -85%
AWS
35
Atria Wealth Solutions
New York
$219K – – –
WMA
36
West Michigan Advisors
Michigan
$217K +$3.88K +246 +2%
DA
37
Doliver Advisors
Texas
$207K +$23.6K +1,500 +13%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$205K – – –
Bank of America
39
Bank of America
North Carolina
$189K +$1.94K +123 +1%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$159K -$3.07K -194 -2%
EC
41
Elequin Capital
New York
$125K +$125K +7,958 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$121K +$87.1K +5,525 +258%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$82K -$9.8K -619 -11%
IA
44
IFP Advisors
Florida
$50K -$16.9K -1,094 -25%
SWM
45
Spire Wealth Management
Virginia
$43K +$858 +54 +2%
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.6K – – –
MCC
47
Money Concepts Capital
Florida
$20.5K +$20.5K +1,300 New
FCA
48
FinTrust Capital Advisors
South Carolina
$15.9K +$315 +20 +2%
TFP
49
Tilia Fiduciary Partners
North Carolina
$15.8K – – –
BAM
50
Belpointe Asset Management
Nevada
$15.8K +$15.8K +1,000 New
1
2
3