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FFA

First Trust Enhanced Equity Income Fund
FFA

55 hedge funds and large institutions have $110M invested in First Trust Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 54 → 55 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.29% less ownership

Funds ownership: 36.53% → 29.24% (-7.3%)

17% less capital invested

Capital invested by funds: $133M → $110M (-$23M)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
25
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$569K
2
Wells Fargo
Wells Fargo
California
+$358K
3
SFS
Shaker Financial Services
Virginia
+$352K
4
Ameriprise
Ameriprise
Minnesota
+$291K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$262K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.8M
2
AAM
Advisors Asset Management
Colorado
-$822K
3
Invesco
Invesco
Georgia
-$449K
4
AWS
Atria Wealth Solutions
New York
-$233K
5
Stifel Financial
Stifel Financial
Missouri
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Centurion Wealth Management
Virginia
$529K – – –
SWM
27
Spire Wealth Management
Virginia
$529K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$529K -$610 -33 -0.1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$427K +$4.4K +238 +1%
APW
30
Aurora Private Wealth
New Jersey
$406K +$112K +6,059 +39%
KPWS
31
Kestra Private Wealth Services
Texas
$335K +$240 +13 +0.1%
Comerica Bank
32
Comerica Bank
Texas
$318K +$4.86K +263 +2%
Bank of America
33
Bank of America
North Carolina
$310K +$70.5K +3,814 +30%
RJT
34
Raymond James Trust
Florida
$289K – – –
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$268K +$262K +14,194 New
HighTower Advisors
36
HighTower Advisors
Illinois
$237K -$119K -6,437 -34%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$232K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$231K +$203 +11 +0.1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$226K – – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$221K +$216K +11,689 New
IAIM
41
International Assets Investment Management
Florida
$215K -$9.24K -500 -4%
CAC
42
Certified Advisory Corp
Florida
$198K +$1.09K +59 +0.6%
BFA
43
Buttonwood Financial Advisors
Maryland
$198K -$20.5K -1,111 -10%
WB
44
West Bancorporation
Iowa
$195K +$190K +10,296 New
HI
45
Harbour Investments
Wisconsin
$66K +$64.6K +3,492 New
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K – – –
PS
47
Principal Securities
Iowa
$33.4K – – –
WAM
48
Wolverine Asset Management
Illinois
$26.5K +$25.9K +1,401 New
FCA
49
FinTrust Capital Advisors
South Carolina
$20.8K +$333 +18 +2%
GRP
50
Global Retirement Partners
California
$15.6K – – –
1
2
3

FFA Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2024, worth a combined $110M — down 17% from $133M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FFA positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $569K. The largest seller was Morgan Stanley, cutting an estimated $27.8M.

  • 55 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $110M of First Trust Enhanced Equity Income Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2024 was Guggenheim Capital, an estimated $569K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2024.