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FFA

First Trust Enhanced Equity Income Fund

51 hedge funds and large institutions have $93.1M invested in First Trust Enhanced Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

4% more funds holding

Funds holding: 4951 (+2)

3% more capital invested

Capital invested by funds: $90.2M → $93.1M (+$2.93M)

0.45% more ownership

Funds ownership: 28.71%29.15% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
21
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
SevenBridge Financial Group
Pennsylvania
$7K
PPA
52
Parametric Portfolio Associates
Washington
-$1.48M -94,065 Closed
CF
53
Centaurus Financial
California
-$8K -500 Closed

FFA Hedge Fund Activity: Q3 2018 in Review

51 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q3 2018, worth a combined $93.1M — up 3.2% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FFA positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.4M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $1.48M sold.

  • 51 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q3 2018, up from 49 in Q2 2018.
  • Funds reported $93.1M of First Trust Enhanced Equity Income Fund stock for Q3 2018, up 3.2% quarter-over-quarter.
  • 4 funds opened new First Trust Enhanced Equity Income Fund positions in Q3 2018 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $2.4M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q3 2018 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2018.