FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

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
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
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
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$10.7M
2
Invesco
2
Invesco
Georgia
$5.95M
3
LPL Financial
3
LPL Financial
California
$2.96M
4
NA
4
NewEdge Advisors
Louisiana
$248K
5
BEI
5
Benjamin Edwards Inc
Missouri
$242K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.4M
2
AAM
2
Advisors Asset Management
Colorado
$2.95M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$3.55M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Centurion Wealth Management
Virginia
$579K +$579K +28,452 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$476K -$45.2K -2,221 -9%
OWA
28
Opal Wealth Advisors
New York
$472K -$140K -6,904 -23%
APW
29
Aurora Private Wealth
New Jersey
$452K +$7.59K +373 +2%
AFG
30
Atomi Financial Group
New York
$433K +$42.1K +2,069 +11%
DADC
31
D.A. Davidson & Co
Montana
$381K +$147K +7,239 +63%
KPWS
32
Kestra Private Wealth Services
Texas
$378K +$17.1K +839 +5%
Bank of America
33
Bank of America
North Carolina
$371K -$28.9K -1,420 -7%
SA
34
Sanctuary Advisors
Indiana
$355K +$8.26K +400 +2%
RJT
35
Raymond James Trust
Florida
$354K +$15.3K +750 +4%
Comerica Bank
36
Comerica Bank
Texas
$343K +$285 +14 +0.1%
WB
37
West Bancorporation
Iowa
$338K +$20.8K +1,025 +7%
CA
38
Cornerstone Advisors
North Carolina
$305K +$40.1K +1,973 +15%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$300K – – –
WMA
40
West Michigan Advisors
Michigan
$295K +$5.17K +254 +2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$289K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$256K +$408 +20 +0.2%
NA
43
NewEdge Advisors
Louisiana
$248K +$248K +12,193 New
BEI
44
Benjamin Edwards Inc
Missouri
$242K +$242K +11,917 New
MSAM
45
Moloney Securities Asset Management
Missouri
$238K +$34.1K +1,676 +17%
P
46
&Partners
Tennessee
$236K +$236K +11,584 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$221K – – –
CAC
48
Certified Advisory Corp
Florida
$215K +$11.7K +573 +6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$215K -$18.4K -904 -8%
MCA
50
Maryland Capital Advisors
Maryland
$121K -$13K -637 -10%
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