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FFA

First Trust Enhanced Equity Income Fund
FFA

69 hedge funds and large institutions have $144M invested in First Trust Enhanced Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

15% more funds holding

Funds holding: 60 → 69 (+9)

5% more capital invested

Capital invested by funds: $137M → $144M (+$6.9M)

0.84% more ownership

Funds ownership: 31.77% → 32.61% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$891K
2
RAM
Readystate Asset Management
Illinois
+$829K
3
Morgan Stanley
Morgan Stanley
New York
+$727K
4
Invesco
Invesco
Georgia
+$717K
5
GRP
Global Retirement Partners
California
+$506K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$684K
2
CA
Cornerstone Advisors
North Carolina
-$664K
3
GC
Guggenheim Capital
Illinois
-$521K
4
PCH
PGIM Custom Harvest
New Jersey
-$453K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$253K +$248K +11,482 New
KAS
52
Kestra Advisory Services
Texas
$228K +$224K +10,357 New
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$226K +$222K +10,260 New
Stifel Financial
54
Stifel Financial
Missouri
$224K +$220K +10,185 New
CAC
55
Certified Advisory Corp
Florida
$224K -$4.65K -215 -2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$195K +$303 +14 +0.2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$135K – – –
HI
58
Harbour Investments
Wisconsin
$84.9K +$7.87K +364 +10%
FFA
59
Farther Finance Advisors
California
$35.2K – – –
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$25.3K +$24.9K +1,150 New
CA
61
CoreCap Advisors
Michigan
$24.2K +$23.8K +1,100 New
CTC
62
Central Trust Company
Missouri
$22K +$21.6K +1,000 New
NL
63
Navalign LLC
California
$17.3K +$17K +786 New
AF
64
Advisornet Financial
Minnesota
$14.2K +$238 +11 +2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$9.16K +$8.99K +416 New
SWP
66
Strategic Wealth Partners
Ohio
$8.85K +$8.69K +402 New
JP Morgan Chase
67
JP Morgan Chase
New York
$6.61K – – –
KFI
68
Key Financial Inc
Pennsylvania
$4.8K – – –
FFA
69
Frazier Financial Advisors
Ohio
$551 +$540 +25 New
PCH
70
PGIM Custom Harvest
New Jersey
– -$453K -21,060 Closed
EWA
71
EverSource Wealth Advisors
Alabama
– -$172K -7,993 Closed
AAS
72
Ameritas Advisory Services
Nebraska
– -$38.2K -1,776 Closed
PS
73
Principal Securities
Iowa
– -$38K -1,768 Closed
1 2
3

FFA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2025, worth a combined $144M — up 5.1% from $137M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFA positions and 4 closed out — a net gain of 10 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $891K. The largest seller was Wolverine Asset Management, cutting an estimated $684K.

  • 69 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $144M of First Trust Enhanced Equity Income Fund stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 14 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2025 and 4 closed out, a net change of +10 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $891K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q4 2025 was Wolverine Asset Management, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2025.