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FFA

First Trust Enhanced Equity Income Fund

63 hedge funds and large institutions have $119M invested in First Trust Enhanced Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.24% less ownership

Funds ownership: 30.99%30.75% (-0.24%)

3% less funds holding

Funds holding: 6563 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

74% less capital invested

Capital invested by funds: $451M → $119M (-$332M)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
26
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Centurion Wealth Management
Virginia
$576K
P
27
&Partners
Tennessee
$527K +$18.8K +923 +4%
AFG
28
Atomi Financial Group
New York
$517K +$83.9K +4,129 +18%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$494K +$3.19K +157 +0.6%
KPWS
30
Kestra Private Wealth Services
Texas
$462K +$28.7K +1,411 +6%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$460K -$18.3K -900 -4%
APW
32
Aurora Private Wealth
New Jersey
$444K +$8.39K +413 +2%
OWA
33
Opal Wealth Advisors
New York
$425K -$10.6K -521 -2%
PCH
34
PGIM Custom Harvest
New Jersey
$407K
DADC
35
D.A. Davidson & Co
Montana
$405K +$22K +1,083 +5%
WB
36
West Bancorporation
Iowa
$309K -$12.5K -615 -4%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$302K
Bank of America
38
Bank of America
North Carolina
$301K -$40.5K -1,990 -11%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$283K
Comerica Bank
40
Comerica Bank
Texas
$279K +$305 +15 +0.1%
WMA
41
West Michigan Advisors
Michigan
$269K -$9.62K -473 -3%
NA
42
NewEdge Advisors
Louisiana
$259K -$26.4K -1,300 -9%
MSAM
43
Moloney Securities Asset Management
Missouri
$246K +$3.66K +180 +1%
BEI
44
Benjamin Edwards Inc
Missouri
$241K +$39.9K +1,962 +19%
SA
45
Sanctuary Advisors
Indiana
$227K -$110K -5,400 -31%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$207K +$325 +16 +0.1%
CAC
47
Certified Advisory Corp
Florida
$207K +$1.38K +68 +0.6%
IAIM
48
International Assets Investment Management
Florida
$203K -$3.54K -174 -2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$127K +$16.9K +829 +14%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$122K

FFA Hedge Fund Activity: Q1 2025 in Review

63 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2025, worth a combined $119M — down 74% from $451M a quarter earlier.

Fund positioning in FFA was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 19 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.52M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $2.05M sold.

  • 63 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $119M of First Trust Enhanced Equity Income Fund stock for Q1 2025, down 74% quarter-over-quarter.
  • 4 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $1.52M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2025 was Advisors Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2025.