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FFA

First Trust Enhanced Equity Income Fund
FFA

65 hedge funds and large institutions have $134M invested in First Trust Enhanced Equity Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.03% less ownership

Funds ownership: 32.61% → 32.58% (-0.03%)

6% less funds holding

Funds holding: 69 → 65 (-4)

7% less capital invested

Capital invested by funds: $144M → $134M (-$9.61M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.04M
2
WAM
Wolverine Asset Management
Illinois
+$1.01M
3
AAM
Advisors Asset Management
Colorado
+$888K
4
Morgan Stanley
Morgan Stanley
New York
+$712K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$702K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.74M
2
HWMO
Heritage Wealth Management (Ohio)
Ohio
-$1.11M
3
GC
Guggenheim Capital
Illinois
-$1.05M
4
AFG
Atomi Financial Group
New York
-$687K
5
RAM
Readystate Asset Management
Illinois
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
P
26
&Partners
Tennessee
$673K -$19.6K -907 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$624K +$86 +4 +0%
CWM
28
Centurion Wealth Management
Virginia
$568K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$536K +$993 +46 +0.2%
APW
30
Aurora Private Wealth
New Jersey
$534K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$517K -$7.99K -370 -1%
KPWS
32
Kestra Private Wealth Services
Texas
$508K -$7.06K -327 -1%
OWA
33
Opal Wealth Advisors
New York
$431K -$14.3K -660 -3%
Bank of America
34
Bank of America
North Carolina
$415K +$25.4K +1,176 +6%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$395K +$102K +4,725 +32%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$394K -$47.3K -2,191 -10%
BEI
37
Benjamin Edwards Inc
Missouri
$352K +$1.23K +57 +0.3%
LSC
38
Logan Stone Capital
Illinois
$341K -$44.6K -2,064 -11%
RAM
39
Readystate Asset Management
Illinois
$338K -$470K -21,746 -57%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$318K +$3.15K +146 +0.9%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$302K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$287K +$304K +14,081 New
KAS
43
Kestra Advisory Services
Texas
$274K +$66.6K +3,083 +30%
SA
44
Sanctuary Advisors
Indiana
$268K – – –
IAIM
45
International Assets Investment Management
Florida
$265K +$454 +21 +0.2%
WMA
46
West Michigan Advisors
Michigan
$258K +$540 +25 +0.2%
BBHC
47
Brown Brothers Harriman & Co
New York
$258K – – –
NA
48
NewEdge Advisors
Louisiana
$247K – – –
PWS
49
Proactive Wealth Strategies
Georgia
$237K +$250K +11,598 New
Two Sigma Investments
50
Two Sigma Investments
New York
$234K – – –
1
2
3

FFA Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2026, worth a combined $134M — down 6.7% from $144M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FFA and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.04M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.74M sold.

  • 65 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2026, down from 69 in Q4 2025.
  • Funds reported $134M of First Trust Enhanced Equity Income Fund stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 8 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2026 and 10 closed out, a net change of -2 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.04M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2026.