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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

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: 22 (0)

0.03% less ownership

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

6% less funds holding

Funds holding: 6965 (-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
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 +$324 +15 +0.2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$164K +$40.9K +1,894 +31%
AIM
54
Axiom Investment Management
New York
$118K +$125K +5,795 New
HI
55
Harbour Investments
Wisconsin
$90.9K +$13K +600 +16%
GAA
56
Global Assets Advisory
Florida
$40.8K +$43.2K +2,000 New
FFA
57
Farther Finance Advisors
California
$33.1K
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$27.6K +$4.34K +201 +17%
CTC
59
Central Trust Company
Missouri
$20.4K
Jones Financial Companies
60
Jones Financial Companies
Missouri
$18.9K +$20.7K +960 New
BIAS
61
Beacon Investment Advisory Services
New Jersey
$18.4K +$19.4K +900 New
AF
62
Advisornet Financial
Minnesota
$13.4K +$259 +12 +2%
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
-$1.74M -79,226 Closed
HWMO
67
Heritage Wealth Management (Ohio)
Ohio
-$1.11M -50,242 Closed
AFG
68
Atomi Financial Group
New York
-$687K -31,217 Closed
WB
69
West Bancorporation
Iowa
-$266K -12,096 Closed
Stifel Financial
70
Stifel Financial
Missouri
-$224K -10,185 Closed
CAC
71
Certified Advisory Corp
Florida
-$224K -10,164 Closed
CA
72
CoreCap Advisors
Michigan
-$24.2K -1,100 Closed
NL
73
Navalign LLC
California
-$17.3K -786 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
-$9.16K -416 Closed
FFA
75
Frazier Financial Advisors
Ohio
-$551 -25 Closed

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.