We are live on ! Find out more
FFA

First Trust Enhanced Equity Income Fund

49 hedge funds and large institutions have $90.2M invested in First Trust Enhanced Equity Income Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $86.5M → $90.2M (+$3.7M)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.44% less ownership

Funds ownership: 29.15%28.71% (-0.44%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.6M -$186K -12,059 -1%
AAM
2
Advisors Asset Management
Colorado
$8.77M -$2.33M -151,267 -21%
RJA
3
Raymond James & Associates
Florida
$8.36M +$287K +18,649 +4%
Invesco
4
Invesco
Georgia
$8.06M -$260K -16,900 -3%
GC
5
Guggenheim Capital
Illinois
$6.6M +$2.59M +168,009 +67%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.23M +$298K +19,339 +5%
EF
7
Exeter Financial
Arizona
$4.99M -$432K -28,036 -8%
Wells Fargo
8
Wells Fargo
California
$4.58M -$383K -24,829 -8%
NSIM
9
North Star Investment Management
Illinois
$4.33M -$50.6K -3,281 -1%
AWA
10
Arete Wealth Advisors
Illinois
$3M +$301K +19,542 +11%
UBS Group
11
UBS Group
Switzerland
$3M +$99.7K +6,468 +4%
SMG
12
Smart Money Group
Texas
$2.85M +$312K +20,275 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.5M +$133K +8,602 +6%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$2.07M -$28.2K -1,833 -1%
PPA
15
Parametric Portfolio Associates
Washington
$1.48M -$110K -7,141 -7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$984K +$963K +62,515 New
Stifel Financial
17
Stifel Financial
Missouri
$946K +$494K +32,053 +114%
AG
18
Advisor Group
Arizona
$810K +$72.9K +4,733 +10%
Ameriprise
19
Ameriprise
Minnesota
$491K +$16.7K +1,086 +4%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$473K +$463K +30,060 New
RJT
21
Raymond James Trust
Florida
$384K -$11.8K -767 -3%
CA
22
Cetera Advisors
Colorado
$371K +$362K +23,496 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$291K
APA
24
American Portfolios Advisors
New York
$269K
MML Investors Services
25
MML Investors Services
Massachusetts
$244K -$70.4K -4,571 -23%

FFA Hedge Fund Activity: Q2 2018 in Review

49 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q2 2018, worth a combined $90.2M — up 4.3% from $86.5M a quarter earlier.

Fund positioning in FFA was balanced in Q2 2018: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.59M. The largest seller was Advisors Asset Management, cutting an estimated $2.33M.

  • 49 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $90.2M of First Trust Enhanced Equity Income Fund stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 7 funds opened new First Trust Enhanced Equity Income Fund positions in Q2 2018 and 7 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q2 2018 was Guggenheim Capital, an estimated $2.59M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q2 2018 was Advisors Asset Management, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2018.