FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

35 hedge funds and large institutions have $71.4M invested in First Trust Enhanced Equity Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$20.6M
2
UBS Group
2
UBS Group
Switzerland
$2.68M
3
Invesco
3
Invesco
Georgia
$14.3M
4
Wells Fargo
4
Wells Fargo
California
$6.04M
5
MGAM
5
McGowan Group Asset Management
Texas
$396K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.91M
2
KIM
2
Karpus Investment Management
New York
$1.27M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
GC
4
Guggenheim Capital
Illinois
$1M
5
LPL Financial
5
LPL Financial
California
$467K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$20.6M 1,437,950 +270,219 +23%
Invesco
2
Invesco
Georgia
$14.3M 999,620 +53,613 +6%
Morgan Stanley
3
Morgan Stanley
New York
$9.91M 690,967 -48,466 -7%
Wells Fargo
4
Wells Fargo
California
$6.04M 420,975 +29,295 +7%
NSIM
5
North Star Investment Management
Illinois
$4.34M 302,288 +8,540 +3%
RJA
6
Raymond James & Associates
Florida
$2.84M 198,270 +14,599 +8%
UBS Group
7
UBS Group
Switzerland
$2.68M 186,695 +186,695 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.1M 146,245 +17,053 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.7M 118,862 +11,503 +11%
KIM
10
Karpus Investment Management
New York
$1.27M 88,768 -40,570 -31%
GC
11
Guggenheim Capital
Illinois
$1M 70,014 -13,001 -16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$794K 55,365 -1,083 -2%
Bank of America
13
Bank of America
North Carolina
$539K 37,565 +5,764 +18%
OC
14
Oppenheimer & Co
New York
$513K 35,743 +5,009 +16%
LPL Financial
15
LPL Financial
California
$467K 32,583 -11,555 -26%
MGAM
16
McGowan Group Asset Management
Texas
$396K 27,645 +27,645 New
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$332K 23,170 – –
VKH
18
Virtu KCG Holdings
New York
$296K 20,644 +20,644 New
UR
19
USCA RIA
Texas
$287K 20,000 +20,000 New
RJT
20
Raymond James Trust
Florida
$281K 19,592 +3,900 +25%
CWM
21
Concert Wealth Management
California
$166K 11,632 +17 +0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$131K 9,138 +3,832 +72%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$107K 7,469 – –
TCOV
24
Trust Company of Vermont
Vermont
$57K 4,000 – –
AIG
25
American International Group
New York
$40.1K 2,795 – –
1
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