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FFA

First Trust Enhanced Equity Income Fund
FFA

61 hedge funds and large institutions have $93.5M invested in First Trust Enhanced Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 60 → 61 (+1)

2% more capital invested

Capital invested by funds: $92.1M → $93.5M (+$1.39M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.77% less ownership

Funds ownership: 29.24% → 28.47% (-0.77%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$1.8M
2
Wells Fargo
Wells Fargo
California
+$1.35M
3
SWM
Spire Wealth Management
Virginia
+$416K
4
Morgan Stanley
Morgan Stanley
New York
+$358K
5
Truist Financial
Truist Financial
North Carolina
+$196K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.41M
2
WAM
Wolverine Asset Management
Illinois
-$1.81M
3
Invesco
Invesco
Georgia
-$1.24M
4
GC
Guggenheim Capital
Illinois
-$1.02M
5
EC
Elequin Capital
New York
-$99.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$15K -$37.4K -2,269 -70%
GRP
52
Global Retirement Partners
California
$13.7K +$13.6K +825 New
AAS
53
Ameritas Advisory Services
Nebraska
$11.4K +$11.4K +693 New
GWSG
54
GPS Wealth Strategies Group
Colorado
$11K +$11K +666 New
AF
55
Advisornet Financial
Minnesota
$9.91K – – –
HI
56
Harbour Investments
Wisconsin
$8.26K – – –
ASN
57
Advisory Services Network
Georgia
$8.21K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$3.83K – – –
KFI
59
Key Financial Inc
Pennsylvania
$3.6K – – –
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$3.06K – – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$586 +$3.12K +189 +0.5%
WAM
62
Wolverine Asset Management
Illinois
– -$1.81M -115,084 Closed
MCC
63
Money Concepts Capital
Florida
– -$20.5K -1,300 Closed
RBC
64
Romano Brothers & Co
Illinois
– -$12.6K -800 Closed
NA
65
NewEdge Advisors
Louisiana
– -$2.05K -130 Closed
CAS
66
Coppell Advisory Solutions
Texas
– -$1.84K -117 Closed
CASC
67
Coppell Advisory Solutions Corp
Texas
– -$1.84K -117 Closed
1 2
3

FFA Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2023, worth a combined $93.5M — up 1.5% from $92.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFA positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.8M. The largest seller was Shaker Financial Services, cutting an estimated $3.41M.

  • 61 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $93.5M of First Trust Enhanced Equity Income Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2023 was Integrated Wealth Concepts, an estimated $1.8M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2023.