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FFA

First Trust Enhanced Equity Income Fund
FFA

69 hedge funds and large institutions have $144M invested in First Trust Enhanced Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

15% more funds holding

Funds holding: 60 → 69 (+9)

5% more capital invested

Capital invested by funds: $137M → $144M (+$6.9M)

0.84% more ownership

Funds ownership: 31.77% → 32.61% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$891K
2
RAM
Readystate Asset Management
Illinois
+$829K
3
Morgan Stanley
Morgan Stanley
New York
+$727K
4
Invesco
Invesco
Georgia
+$717K
5
GRP
Global Retirement Partners
California
+$506K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$684K
2
CA
Cornerstone Advisors
North Carolina
-$664K
3
GC
Guggenheim Capital
Illinois
-$521K
4
PCH
PGIM Custom Harvest
New Jersey
-$453K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Readystate Asset Management
Illinois
$844K +$829K +38,335 New
P
27
&Partners
Tennessee
$746K +$120K +5,562 +20%
AFG
28
Atomi Financial Group
New York
$687K +$27.9K +1,293 +4%
SPIA
29
Steward Partners Investment Advisory
New York
$674K -$11.2K -517 -2%
CWM
30
Centurion Wealth Management
Virginia
$613K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$578K +$8.19K +379 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$566K +$929 +43 +0.2%
KPWS
33
Kestra Private Wealth Services
Texas
$555K -$843 -39 -0.2%
GRP
34
Global Retirement Partners
California
$535K +$506K +23,398 +2,543%
APW
35
Aurora Private Wealth
New Jersey
$534K +$524K +24,233 New
OWA
36
Opal Wealth Advisors
New York
$480K -$1.36K -63 -0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$474K -$24.2K -1,120 -5%
Bank of America
38
Bank of America
North Carolina
$422K +$10.2K +472 +3%
LSC
39
Logan Stone Capital
Illinois
$413K +$406K +18,767 New
BEI
40
Benjamin Edwards Inc
Missouri
$379K +$25.6K +1,186 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$340K +$2.81K +130 +0.8%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$326K -$17.3K -800 -5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$323K – – –
Comerica Bank
44
Comerica Bank
Texas
$310K -$3.7K -171 -1%
SA
45
Sanctuary Advisors
Indiana
$289K +$29.1K +1,348 +11%
IAIM
46
International Assets Investment Management
Florida
$282K +$52.7K +2,437 +24%
WMA
47
West Michigan Advisors
Michigan
$278K -$16.8K -778 -6%
BBHC
48
Brown Brothers Harriman & Co
New York
$278K – – –
NA
49
NewEdge Advisors
Louisiana
$267K -$13K -600 -5%
WB
50
West Bancorporation
Iowa
$266K – – –
1
2
3

FFA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2025, worth a combined $144M — up 5.1% from $137M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFA positions and 4 closed out — a net gain of 10 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $891K. The largest seller was Wolverine Asset Management, cutting an estimated $684K.

  • 69 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $144M of First Trust Enhanced Equity Income Fund stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 14 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2025 and 4 closed out, a net change of +10 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $891K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q4 2025 was Wolverine Asset Management, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2025.