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FFA

First Trust Enhanced Equity Income Fund
FFA

34 hedge funds and large institutions have $49.9M invested in First Trust Enhanced Equity Income Fund in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

19.89% more ownership

Funds ownership: 0% → 19.89% (+20%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.5M +$13.9M +1,071,986 New
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$13.1M +1,009,975 New
NSIM
3
North Star Investment Management
Illinois
$6.86M +$7.04M +543,867 New
Wells Fargo
4
Wells Fargo
California
$4.74M +$4.87M +375,915 New
Invesco
5
Invesco
Georgia
$2.58M +$2.65M +204,394 New
U
6
UBS
Switzerland
$1.55M +$1.59M +122,800 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.5M +$1.54M +119,039 New
RJA
8
Raymond James & Associates
Florida
$971K +$997K +77,040 New
OC
9
Oppenheimer & Co
New York
$924K +$949K +73,277 New
FAAS
10
First Allied Advisory Services
California
$808K +$828K +63,980 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$754K +$774K +59,758 New
DA
12
Doliver Advisors
Texas
$581K +$597K +46,088 New
GC
13
Guggenheim Capital
Illinois
$452K +$465K +35,887 New
LPL Financial
14
LPL Financial
California
$450K +$462K +35,659 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$301K +$310K +23,904 New
CWM
16
Concert Wealth Management
California
$152K +$156K +12,030 New
SFS
17
Shaker Financial Services
Virginia
$135K +$139K +10,735 New
RJT
18
Raymond James Trust
Florida
$130K +$133K +10,267 New
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$129K +$132K +10,210 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$123K +$126K +9,721 New
Bank of America
21
Bank of America
North Carolina
$120K +$123K +9,527 New
TCOV
22
Trust Company of Vermont
Vermont
$95K +$97.2K +7,505 New
BAM
23
Barrett Asset Management
New York
$82K +$84.2K +6,500 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$79K +$81.6K +6,300 New
Citigroup
25
Citigroup
New York
$50K +$51.5K +3,979 New
1
2

FFA Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q2 2013, worth a combined $49.9M.

Buyers outnumbered sellers: 34 funds opened new FFA positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.9M of First Trust Enhanced Equity Income Fund stock for Q2 2013.
  • 34 funds opened new First Trust Enhanced Equity Income Fund positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.