FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

65 hedge funds and large institutions have $451M invested in First Trust Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$323M
2
Creative Planning
2
Creative Planning
Kansas
$1.66M
3
Invesco
3
Invesco
Georgia
$7.41M
4
WA
4
Waverly Advisors
Alabama
$958K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.42M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
IAIM
2
International Assets Investment Management
Florida
$219K
3
AAM
3
Advisors Asset Management
Colorado
$2.05M
4
KIM
4
Karpus Investment Management
New York
$4.12M
5
NSIM
5
North Star Investment Management
Illinois
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cornerstone Advisors
North Carolina
$678K +$368K +17,769 +119%
CWM
27
Centurion Wealth Management
Virginia
$576K -$12.9K -625 -2%
P
28
&Partners
Tennessee
$539K +$301K +14,689 +127%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$526K +$41.6K +2,008 +9%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$512K +$512K +24,711 New
AFG
31
Atomi Financial Group
New York
$469K +$28.3K +1,366 +6%
APW
32
Aurora Private Wealth
New Jersey
$468K +$7.71K +372 +2%
OWA
33
Opal Wealth Advisors
New York
$466K -$13.8K -668 -3%
KPWS
34
Kestra Private Wealth Services
Texas
$466K +$80.9K +3,908 +21%
PCH
35
PGIM Custom Harvest
New Jersey
$436K +$436K +21,060 New
DADC
36
D.A. Davidson & Co
Montana
$412K +$23.3K +1,124 +6%
Bank of America
37
Bank of America
North Carolina
$364K -$13.9K -672 -4%
SA
38
Sanctuary Advisors
Indiana
$355K – – –
WB
39
West Bancorporation
Iowa
$344K – – –
NA
40
NewEdge Advisors
Louisiana
$304K +$51.8K +2,500 +21%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$303K -$2.07K -100 -0.7%
Comerica Bank
42
Comerica Bank
Texas
$299K -$49.8K -2,403 -14%
WMA
43
West Michigan Advisors
Michigan
$298K -$2.09K -101 -0.7%
MSAM
44
Moloney Securities Asset Management
Missouri
$260K +$17.6K +852 +7%
HighTower Advisors
45
HighTower Advisors
Illinois
$250K -$9.94K -480 -4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$222K +$2.82K +136 +1%
CAC
47
Certified Advisory Corp
Florida
$221K +$1.31K +63 +0.6%
IAIM
48
International Assets Investment Management
Florida
$219K -$4.24M -206,755 -95%
BEI
49
Benjamin Edwards Inc
Missouri
$218K -$29K -1,400 -12%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$130K -$94.9K -4,580 -42%
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