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FFA

First Trust Enhanced Equity Income Fund
FFA

65 hedge funds and large institutions have $451M invested in First Trust Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

247% more capital invested

Capital invested by funds: $130M → $451M (+$321M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

2% more funds holding

Funds holding: 64 → 65 (+1)

0.06% more ownership

Funds ownership: 30.93% → 30.99% (+0.06%)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.65M
2
Invesco
Invesco
Georgia
+$1.34M
3
WA
Waverly Advisors
Alabama
+$951K
4
Osaic Holdings
Osaic Holdings
Arizona
+$521K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$508K

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$10.7M
2
IAIM
International Assets Investment Management
Florida
-$4.25M
3
AAM
Advisors Asset Management
Colorado
-$944K
4
KIM
Karpus Investment Management
New York
-$733K
5
NSIM
North Star Investment Management
Illinois
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$119K +$103K +5,007 +672%
SPF
52
South Plains Financial
Texas
$110K +$109K +5,324 New
MCA
53
Maryland Capital Advisors
Maryland
$77.3K -$45.4K -2,208 -37%
HI
54
Harbour Investments
Wisconsin
$72.3K – – –
BCMLT
55
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.9K – – –
PS
56
Principal Securities
Iowa
$36.6K – – –
WI
57
Wintrust Investments
Illinois
$25K +$1.64K +80 +7%
GRP
58
Global Retirement Partners
California
$17.1K – – –
AF
59
Advisornet Financial
Minnesota
$12.4K – – –
CA
60
CoreCap Advisors
Michigan
$11.1K – – –
CA
61
Clearstead Advisors
Ohio
$9.32K – – –
T
62
Transce3nd
Texas
$7.75K +$7.69K +374 New
JP Morgan Chase
63
JP Morgan Chase
New York
$6.21K – – –
KFI
64
Key Financial Inc
Pennsylvania
$4.51K – – –
CAS
65
Coppell Advisory Solutions
Texas
$2.42K – – –
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
– -$10.7M -105,206 Closed
1 2
3

FFA Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2024, worth a combined $451M — up 247% from $130M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FFA positions and 1 closed out — a net gain of 7 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $10.7M sold.

  • 65 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $451M of First Trust Enhanced Equity Income Fund stock for Q4 2024, up 247% quarter-over-quarter.
  • 8 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2024 and 1 closed out, a net change of +7 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q4 2024 was Creative Planning, an estimated $1.65M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.