FFA

First Trust Enhanced Equity Income Fund

46 hedge funds and large institutions have $89.2M invested in First Trust Enhanced Equity Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$18.9M -$601K -41,621 -3%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M +$950K +65,769 +7%
RJA
3
Raymond James & Associates
Florida
$9.12M +$1.1M +75,869 +14%
AAM
4
Advisors Asset Management
Colorado
$8.02M -$1.44M -99,522 -15%
Invesco
5
Invesco
Georgia
$7.02M +$148K +10,232 +2%
NSIM
6
North Star Investment Management
Illinois
$4.84M +$266K +18,425 +6%
Wells Fargo
7
Wells Fargo
California
$4.41M +$353K +24,432 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.15M +$687K +47,605 +28%
UBS Group
9
UBS Group
Switzerland
$2.31M +$349K +24,165 +18%
AWA
10
Arete Wealth Advisors
Illinois
$2.2M +$1.82K +126 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.06M +$220K +15,245 +12%
BI
12
Bulldog Investors
New Jersey
$2.01M +$1.55M +107,589 +340%
SFS
13
Shaker Financial Services
Virginia
$1.5M +$371K +25,655 +33%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$976K +$10.7K +740 +1%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$962K -$75.9K -5,152 -7%
AG
16
Advisor Group
Arizona
$786K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$718K
LPL Financial
18
LPL Financial
California
$627K +$135K +9,302 +27%
BC
19
Brinker Capital
Pennsylvania
$625K +$625K +43,253 New
GC
20
Guggenheim Capital
Illinois
$610K +$230K +15,923 +61%
Bank of America
21
Bank of America
North Carolina
$561K +$109K +7,514 +24%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$389K -$4.78K -331 -1%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$347K +$40.5K +2,800 +13%
RJT
24
Raymond James Trust
Florida
$342K -$36.1K -2,500 -10%
MGAM
25
McGowan Group Asset Management
Texas
$321K