FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

62 hedge funds and large institutions have $118M invested in First Trust Enhanced Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
16
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.26M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.1M
3
Wells Fargo
3
Wells Fargo
California
$12.2M
4
AFG
4
Atomi Financial Group
New York
$383K
5
WMA
5
West Michigan Advisors
Michigan
$283K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$3.18M
2
RJA
2
Raymond James & Associates
Florida
$3.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$839K
4
SWM
4
Spire Wealth Management
Virginia
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$69.6K – – –
BCMLT
52
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.5K – – –
PS
53
Principal Securities
Iowa
$35.2K – – –
FCA
54
FinTrust Capital Advisors
South Carolina
$21.9K -$20 -1 -0.1%
GRP
55
Global Retirement Partners
California
$16.4K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$14.6K – – –
AF
57
Advisornet Financial
Minnesota
$12K – – –
CA
58
Clearstead Advisors
Ohio
$8.96K +$8.96K +450 New
IRC
59
Investors Research Corp
Georgia
$8.01K +$8.01K +402 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$5.98K – – –
KFI
61
Key Financial Inc
Pennsylvania
$4.34K – – –
CAS
62
Coppell Advisory Solutions
Texas
$2.33K +$2.33K +117 New
SWM
63
Spire Wealth Management
Virginia
– -$529K -27,992 Closed
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
– -$231K -12,202 Closed
BFA
65
Buttonwood Financial Advisors
Maryland
– -$198K -10,458 Closed
WAM
66
Wolverine Asset Management
Illinois
– -$26.5K -1,401 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$983 -52 Closed
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