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FFA

First Trust Enhanced Equity Income Fund
FFA

60 hedge funds and large institutions have $137M invested in First Trust Enhanced Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $128M → $137M (+$8.94M)

2% more funds holding

Funds holding: 59 → 60 (+1)

0.58% more ownership

Funds ownership: 31.2% → 31.77% (+0.58%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
24
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.38M
2
CA
Cornerstone Advisors
North Carolina
+$505K
3
LPL Financial
LPL Financial
California
+$463K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$322K
5
Morgan Stanley
Morgan Stanley
New York
+$300K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$955K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$514K
3
KIM
Karpus Investment Management
New York
-$261K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$207K
5
HighTower Advisors
HighTower Advisors
Illinois
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Atomi Financial Group
New York
$644K +$24.7K +1,176 +4%
DADC
27
D.A. Davidson & Co
Montana
$635K +$59.2K +2,814 +11%
P
28
&Partners
Tennessee
$610K +$20.3K +963 +4%
CWM
29
Centurion Wealth Management
Virginia
$599K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$557K +$5.01K +238 +0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$553K -$514K -24,418 -49%
KPWS
32
Kestra Private Wealth Services
Texas
$544K +$11.2K +533 +2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$487K -$16.5K -784 -3%
OWA
34
Opal Wealth Advisors
New York
$470K -$17.9K -849 -4%
PCH
35
PGIM Custom Harvest
New Jersey
$453K – – –
Bank of America
36
Bank of America
North Carolina
$402K +$65.8K +3,127 +20%
BEI
37
Benjamin Edwards Inc
Missouri
$345K +$73.7K +3,504 +28%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$336K – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$330K +$322K +15,315 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$315K -$52.6K -2,500 -15%
Comerica Bank
41
Comerica Bank
Texas
$306K -$4.92K -234 -2%
WMA
42
West Michigan Advisors
Michigan
$289K -$10.9K -516 -4%
MSAM
43
Moloney Securities Asset Management
Missouri
$280K +$5.89K +280 +2%
NA
44
NewEdge Advisors
Louisiana
$274K -$12.6K -600 -5%
BBHC
45
Brown Brothers Harriman & Co
New York
$272K – – –
WB
46
West Bancorporation
Iowa
$260K – – –
SA
47
Sanctuary Advisors
Indiana
$253K – – –
CAC
48
Certified Advisory Corp
Florida
$223K -$8.5K -404 -4%
IAIM
49
International Assets Investment Management
Florida
$212K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$191K +$186K +8,862 New
1
2
3

FFA Hedge Fund Activity: Q3 2025 in Review

60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q3 2025, worth a combined $137M — up 7% from $128M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FFA positions and 2 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.38M. The largest seller was Guggenheim Capital, cutting an estimated $955K.

  • 60 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $137M of First Trust Enhanced Equity Income Fund stock for Q3 2025, up 7% quarter-over-quarter.
  • 4 funds opened new First Trust Enhanced Equity Income Fund positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $1.38M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q3 2025 was Guggenheim Capital, an estimated $955K sold.

Based on aggregated 13F filings for Q3 2025.