FFA

First Trust Enhanced Equity Income Fund

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
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Atomi Financial Group
New York
$644K
DADC
27
D.A. Davidson & Co
Montana
$635K
P
28
&Partners
Tennessee
$610K
CWM
29
Centurion Wealth Management
Virginia
$599K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$557K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$553K
KPWS
32
Kestra Private Wealth Services
Texas
$544K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$487K
OWA
34
Opal Wealth Advisors
New York
$470K
PCH
35
PGIM Custom Harvest
New Jersey
$453K
Bank of America
36
Bank of America
North Carolina
$402K
BEI
37
Benjamin Edwards Inc
Missouri
$345K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$336K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$330K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$315K
Comerica Bank
41
Comerica Bank
Texas
$306K
WMA
42
West Michigan Advisors
Michigan
$289K
MSAM
43
Moloney Securities Asset Management
Missouri
$280K
NA
44
NewEdge Advisors
Louisiana
$274K
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
IAIM
49
International Assets Investment Management
Florida
$212K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$191K