FFA

First Trust Enhanced Equity Income Fund

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$209K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$181K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$164K
AIM
54
Axiom Investment Management
New York
$118K
HI
55
Harbour Investments
Wisconsin
$90.9K
GAA
56
Global Assets Advisory
Florida
$40.8K
FFA
57
Farther Finance Advisors
California
$33.1K
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$27.6K
CTC
59
Central Trust Company
Missouri
$20.4K
Jones Financial Companies
60
Jones Financial Companies
Missouri
$18.9K
BIAS
61
Beacon Investment Advisory Services
New Jersey
$18.4K
AF
62
Advisornet Financial
Minnesota
$13.4K
SWP
63
Strategic Wealth Partners
Ohio
$8.2K
JP Morgan Chase
64
JP Morgan Chase
New York
$5.89K
KFI
65
Key Financial Inc
Pennsylvania
$4.45K
CA
66
Cornerstone Advisors
North Carolina
HWMO
67
Heritage Wealth Management (Ohio)
Ohio
AFG
68
Atomi Financial Group
New York
WB
69
West Bancorporation
Iowa
Stifel Financial
70
Stifel Financial
Missouri
CAC
71
Certified Advisory Corp
Florida
CA
72
CoreCap Advisors
Michigan
NL
73
Navalign LLC
California
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
FFA
75
Frazier Financial Advisors
Ohio