We are live on ! Find out more
FFA

First Trust Enhanced Equity Income Fund

64 hedge funds and large institutions have $130M invested in First Trust Enhanced Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $118M → $130M (+$12.3M)

3% more funds holding

Funds holding: 6264 (+2)

1.38% more ownership

Funds ownership: 29.55%30.93% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
27
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Centurion Wealth Management
Virginia
$579K +$564K +28,452 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$476K -$44K -2,221 -9%
OWA
28
Opal Wealth Advisors
New York
$472K -$137K -6,904 -23%
APW
29
Aurora Private Wealth
New Jersey
$452K +$7.39K +373 +2%
AFG
30
Atomi Financial Group
New York
$433K +$41K +2,069 +11%
DADC
31
D.A. Davidson & Co
Montana
$381K +$143K +7,239 +63%
KPWS
32
Kestra Private Wealth Services
Texas
$378K +$16.6K +839 +5%
Bank of America
33
Bank of America
North Carolina
$371K -$28.1K -1,420 -7%
SA
34
Sanctuary Advisors
Indiana
$355K +$7.92K +400 +2%
RJT
35
Raymond James Trust
Florida
$354K +$14.9K +750 +4%
Comerica Bank
36
Comerica Bank
Texas
$343K +$277 +14 +0.1%
WB
37
West Bancorporation
Iowa
$338K +$20.3K +1,025 +7%
CA
38
Cornerstone Advisors
North Carolina
$305K +$39.1K +1,973 +15%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$300K
WMA
40
West Michigan Advisors
Michigan
$295K +$5.03K +254 +2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$289K
HighTower Advisors
42
HighTower Advisors
Illinois
$256K +$396 +20 +0.2%
NA
43
NewEdge Advisors
Louisiana
$248K +$242K +12,193 New
BEI
44
Benjamin Edwards Inc
Missouri
$242K +$236K +11,917 New
MSAM
45
Moloney Securities Asset Management
Missouri
$238K +$33.2K +1,676 +17%
P
46
&Partners
Tennessee
$236K +$229K +11,584 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$221K
CAC
48
Certified Advisory Corp
Florida
$215K +$11.3K +573 +6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$215K -$17.9K -904 -8%
MCA
50
Maryland Capital Advisors
Maryland
$121K -$12.6K -637 -10%

FFA Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q3 2024, worth a combined $130M — up 10% from $118M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFA positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.1M. The largest seller was Shaker Financial Services, cutting an estimated $826K.

  • 64 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $130M of First Trust Enhanced Equity Income Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q3 2024 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $4.1M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q3 2024 was Shaker Financial Services, an estimated $826K sold.

Based on aggregated 13F filings for Q3 2024.