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FFA

First Trust Enhanced Equity Income Fund
FFA

62 hedge funds and large institutions have $118M invested in First Trust Enhanced Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

13% more funds holding

Funds holding: 55 → 62 (+7)

7% more capital invested

Capital invested by funds: $110M → $118M (+$7.44M)

0.32% more ownership

Funds ownership: 29.24% → 29.55% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
16
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$797K
2
Morgan Stanley
Morgan Stanley
New York
+$693K
3
Wells Fargo
Wells Fargo
California
+$638K
4
AFG
Atomi Financial Group
New York
+$363K
5
WMA
West Michigan Advisors
Michigan
+$268K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$953K
2
RJA
Raymond James & Associates
Florida
-$540K
3
Osaic Holdings
Osaic Holdings
Arizona
-$532K
4
SWM
Spire Wealth Management
Virginia
-$529K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$557K -$340 -18 -0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$510K -$48.3K -2,562 -9%
APW
28
Aurora Private Wealth
New Jersey
$435K +$7.09K +376 +2%
Bank of America
29
Bank of America
North Carolina
$392K +$61.4K +3,254 +20%
AFG
30
Atomi Financial Group
New York
$383K +$363K +19,221 New
KPWS
31
Kestra Private Wealth Services
Texas
$353K +$283 +15 +0.1%
Comerica Bank
32
Comerica Bank
Texas
$335K +$264 +14 +0.1%
RJT
33
Raymond James Trust
Florida
$332K +$25.8K +1,368 +9%
WB
34
West Bancorporation
Iowa
$311K +$100K +5,300 +51%
SA
35
Sanctuary Advisors
Indiana
$308K +$316K +16,769 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$294K -$148K -7,866 -35%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$284K – – –
WMA
38
West Michigan Advisors
Michigan
$283K +$268K +14,230 New
CA
39
Cornerstone Advisors
North Carolina
$259K +$245K +13,012 New
HighTower Advisors
40
HighTower Advisors
Illinois
$249K +$377 +20 +0.2%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$237K -$6.34K -336 -3%
DADC
42
D.A. Davidson & Co
Montana
$229K +$217K +11,510 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$229K -$3.75K -199 -2%
LCM
44
Landscape Capital Management
New Jersey
$228K +$216K +11,460 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$217K -$20.4K -1,082 -9%
IAIM
46
International Assets Investment Management
Florida
$213K -$13.1K -697 -6%
Stifel Financial
47
Stifel Financial
Missouri
$206K +$195K +10,341 New
MSAM
48
Moloney Securities Asset Management
Missouri
$200K +$189K +10,016 New
CAC
49
Certified Advisory Corp
Florida
$199K -$8.77K -465 -4%
MCA
50
Maryland Capital Advisors
Maryland
$131K +$124K +6,576 New
1
2
3

FFA Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q2 2024, worth a combined $118M — up 6.7% from $110M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FFA positions and 5 closed out — a net gain of 8 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $797K. The largest seller was Shaker Financial Services, cutting an estimated $953K.

  • 62 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $118M of First Trust Enhanced Equity Income Fund stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 13 funds opened new First Trust Enhanced Equity Income Fund positions in Q2 2024 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q2 2024 was Guggenheim Capital, an estimated $797K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q2 2024 was Shaker Financial Services, an estimated $953K sold.

Based on aggregated 13F filings for Q2 2024.