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FFA

First Trust Enhanced Equity Income Fund
FFA

54 hedge funds and large institutions have $115M invested in First Trust Enhanced Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.43% less ownership

Funds ownership: 28.78% → 28.35% (-0.43%)

4% less funds holding

Funds holding: 56 → 54 (-2)

6% less capital invested

Capital invested by funds: $122M → $115M (-$7.58M)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$831K
3
Wells Fargo
Wells Fargo
California
+$623K
4
Morgan Stanley
Morgan Stanley
New York
+$597K
5
EF
Exeter Financial
Arizona
+$327K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.25M
2
Invesco
Invesco
Georgia
-$1.41M
3
GC
Guggenheim Capital
Illinois
-$839K
4
Osaic Holdings
Osaic Holdings
Arizona
-$587K
5
UBS Group
UBS Group
Switzerland
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
51
FourThought Financial
Florida
$16K – – –
GWSG
52
GPS Wealth Strategies Group
Colorado
$13K – – –
MCC
53
Money Concepts Capital
Florida
$12K +$12.2K +600 New
KFI
54
Key Financial Inc
Pennsylvania
$4K – – –
SFS
55
Shaker Financial Services
Virginia
– -$2.25M -105,859 Closed
CAN
56
Cetera Advisor Networks
California
– -$252K -11,828 Closed
TCWM
57
Total Clarity Wealth Management
Illinois
– -$145K -6,806 Closed
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
– -$39K -1,835 Closed
CWS
59
Confluence Wealth Services
Pennsylvania
– -$25K -1,215 Closed
FPWM
60
FSB Premier Wealth Management
Iowa
– -$21K -1,022 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$3K -121 Closed
1 2
3

FFA Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2022, worth a combined $115M — down 6.2% from $122M a quarter earlier.

Fund positioning in FFA was balanced in Q1 2022: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 14 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $1.21M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.25M sold.

  • 54 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2022, down from 56 in Q4 2021.
  • Funds reported $115M of First Trust Enhanced Equity Income Fund stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2022 and 7 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2022 was Rockefeller Capital Management, an estimated $1.21M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2022 was Shaker Financial Services, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2022.