First Trust Enhanced Equity Income Fund
FFA
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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
247% more capital invested
Capital invested by funds: $130M → $451M (+$321M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
2% more funds holding
Funds holding: 64 → 65 (+1)
0.06% more ownership
Funds ownership: 30.93% → 30.99% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.65M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.34M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$951K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$521K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$10.7M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$4.25M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$944K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$733K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$212K |
FFA Hedge Fund Activity: Q4 2024 in Review
65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2024, worth a combined $451M — up 247% from $130M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FFA positions and 1 closed out — a net gain of 7 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $1.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $10.7M sold.
- 65 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2024, up from 64 in Q3 2024.
- Funds reported $451M of First Trust Enhanced Equity Income Fund stock for Q4 2024, up 247% quarter-over-quarter.
- 8 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest First Trust Enhanced Equity Income Fund buyer in Q4 2024 was Creative Planning, an estimated $1.65M added.
- The largest First Trust Enhanced Equity Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2024.