FFA

First Trust Enhanced Equity Income Fund

50 hedge funds and large institutions have $82.9M invested in First Trust Enhanced Equity Income Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$18.2M 1,349,895 +23,764 +2%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 937,502 +28,455 +3%
AAM
3
Advisors Asset Management
Colorado
$8.85M 654,779 -180,118 -22%
RJA
4
Raymond James & Associates
Florida
$7.51M 555,725 +78,075 +16%
Invesco
5
Invesco
Georgia
$6.42M 475,540 -34,934 -7%
NSIM
6
North Star Investment Management
Illinois
$4.28M 317,041 +31,102 +11%
Wells Fargo
7
Wells Fargo
California
$3.8M 280,855 +20,310 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.31M 170,756 +17,088 +11%
AWA
9
Arete Wealth Advisors
Illinois
$2.06M 152,075 +4,408 +3%
UBS Group
10
UBS Group
Switzerland
$1.83M 135,578 +6,792 +5%
IA
11
Icon Advisers
Colorado
$1.73M 127,897 -35,687 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.72M 127,411 -1,449 -1%
SFS
13
Shaker Financial Services
Virginia
$1.06M 78,062 -8,135 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.03M 76,004 -20,442 -21%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$952K 70,431 +13,668 +24%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$904K 66,863 -3,977 -6%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$769K 56,888 +56,888 New
AG
18
Advisor Group
Arizona
$735K 54,390 +1,540 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$671K 49,700 -9,125 -16%
LPL Financial
20
LPL Financial
California
$461K 34,030 -1,733 -5%
BI
21
Bulldog Investors
New Jersey
$427K 31,633 +31,633 New
OC
22
Oppenheimer & Co
New York
$425K 31,438 +2,741 +10%
Bank of America
23
Bank of America
North Carolina
$423K 31,303 +718 +2%
LCM
24
Landscape Capital Management
New Jersey
$421K 31,186 +31,186 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$369K 27,278 +539 +2%