FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

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
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
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

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.81M
2
Wells Fargo
2
Wells Fargo
California
$6.74M
3
SWM
3
Spire Wealth Management
Virginia
$461K
4
Morgan Stanley
4
Morgan Stanley
New York
$23.8M
5
Truist Financial
5
Truist Financial
North Carolina
$434K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$5.83M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$4.45M
4
GC
4
Guggenheim Capital
Illinois
$2.38M
5
EC
5
Elequin Capital
New York
$31.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$15K -$35.3K -2,269 -70%
GRP
52
Global Retirement Partners
California
$13.7K +$13.7K +825 New
AAS
53
Ameritas Advisory Services
Nebraska
$11.5K +$11.5K +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 +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