FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

38 hedge funds and large institutions have $64.9M invested in First Trust Enhanced Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
15
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Exeter Financial
Arizona
$5.95M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.2M
4
KIM
4
Karpus Investment Management
New York
$611K
5
UBS Group
5
UBS Group
Switzerland
$3.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
SMG
2
Smart Money Group
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
VCM
4
Virtue Capital Management
Tennessee
$0
5
AAM
5
Advisors Asset Management
Colorado
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M 1,289,103 +53,976 +4%
GC
2
Guggenheim Capital
Illinois
$8.58M 681,847 +19,647 +3%
RJA
3
Raymond James & Associates
Florida
$7.62M 605,657 +967 +0.2%
EF
4
Exeter Financial
Arizona
$5.95M 472,560 +167,918 +55%
Invesco
5
Invesco
Georgia
$4.23M 335,946 +36,156 +12%
UBS Group
6
UBS Group
Switzerland
$3.5M 278,500 +44,180 +19%
Wells Fargo
7
Wells Fargo
California
$3.24M 257,317 -3,803 -1%
NSIM
8
North Star Investment Management
Illinois
$2.96M 235,051 -10,336 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.79M 221,986 -3,520 -2%
AAM
10
Advisors Asset Management
Colorado
$1.91M 151,483 -19,588 -11%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$1.65M 130,856 +2,489 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.1M 87,363 +87,363 New
9WM
13
9258 Wealth Management
Ohio
$1.08M 80,291 -703 -0.9%
LPL Financial
14
LPL Financial
California
$812K 64,582 +28,912 +81%
Ameriprise
15
Ameriprise
Minnesota
$673K 53,528 -4,739 -8%
KIM
16
Karpus Investment Management
New York
$611K 48,585 +48,585 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$304K 24,240 +24,240 New
RJT
18
Raymond James Trust
Florida
$283K 22,467 -2,000 -8%
APA
19
American Portfolios Advisors
New York
$215K 17,070 – –
BFEC
20
Benjamin F. Edwards & Company
Missouri
$211K 16,765 +2,931 +21%
Bank of America
21
Bank of America
North Carolina
$146K 11,618 +218 +2%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$145K 11,500 +11,500 New
IFWM
23
Institute for Wealth Management
Colorado
$143K 11,369 -700 -6%
WB
24
West Bancorporation
Iowa
$135K 10,746 +3,050 +40%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$106K 5,225 – –
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