FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

44 hedge funds and large institutions have $96M invested in First Trust Enhanced Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
12
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$974K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.83M
3
SFS
3
Shaker Financial Services
Virginia
$325K
4
RJA
4
Raymond James & Associates
Florida
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.3M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.95M
2
GC
2
Guggenheim Capital
Illinois
$11.4M
3
CA
3
Cetera Advisors
Colorado
$0
4
LWAC
4
Laurel Wealth Advisors (California)
California
$200K
5
NSIM
5
North Star Investment Management
Illinois
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.3M 1,235,127 +12,863 +1%
GC
2
Guggenheim Capital
Illinois
$11.4M 662,200 -46,305 -7%
RJA
3
Raymond James & Associates
Florida
$10.4M 604,690 +15,541 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.83M 569,836 +26,762 +5%
EF
5
Exeter Financial
Arizona
$5.26M 304,642 +1,299 +0.4%
Invesco
6
Invesco
Georgia
$5.17M 299,790 +10,235 +4%
Wells Fargo
7
Wells Fargo
California
$4.5M 261,120 -1,319 -0.5%
NSIM
8
North Star Investment Management
Illinois
$4.23M 245,387 -3,945 -2%
UBS Group
9
UBS Group
Switzerland
$4.04M 234,320 +11,500 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.89M 225,506 +8,285 +4%
AAM
11
Advisors Asset Management
Colorado
$2.95M 171,071 -79,794 -32%
SMG
12
Smart Money Group
Texas
$2.88M 166,699 -3,660 -2%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$2.21M 128,367 -2,499 -2%
9WM
14
9258 Wealth Management
Ohio
$1.4M 80,994 -2,040 -2%
AG
15
Advisor Group
Arizona
$1.01M 58,419 -786 -1%
Ameriprise
16
Ameriprise
Minnesota
$1.01M 58,267 +294 +0.5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$974K 56,114 +27,789 +98%
LPL Financial
18
LPL Financial
California
$615K 35,670 +145 +0.4%
RJT
19
Raymond James Trust
Florida
$422K 24,467 -860 -3%
SFS
20
Shaker Financial Services
Virginia
$325K 18,851 +18,851 New
APA
21
American Portfolios Advisors
New York
$294K 17,070 – –
VCM
22
Virtue Capital Management
Tennessee
$258K 14,948 -195 -1%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$239K 13,834 -70 -0.5%
IFWM
24
Institute for Wealth Management
Colorado
$208K 12,069 – –
LWAC
25
Laurel Wealth Advisors (California)
California
$200K 11,608 -5,500 -32%
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