FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

48 hedge funds and large institutions have $89.3M invested in First Trust Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.29M
2
Invesco
2
Invesco
Georgia
$6.7M
3
AAM
3
Advisors Asset Management
Colorado
$2.36M
4
UBS Group
4
UBS Group
Switzerland
$4.22M
5
AAS
5
Avantax Advisory Services
Texas
$259K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$7.79M
2
WAM
2
Wolverine Asset Management
Illinois
$386K
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Wells Fargo
4
Wells Fargo
California
$3.37M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.9M 1,313,974 -17,175 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.49M 560,753 -14,266 -2%
RJA
3
Raymond James & Associates
Florida
$7.79M 514,299 -55,132 -10%
EF
4
Exeter Financial
Arizona
$7.19M 474,931 +2,083 +0.4%
GC
5
Guggenheim Capital
Illinois
$7.09M 468,499 +5,420 +1%
Invesco
6
Invesco
Georgia
$6.7M 442,631 +50,262 +13%
UBS Group
7
UBS Group
Switzerland
$4.22M 278,447 +25,647 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.84M 253,312 +6,793 +3%
Wells Fargo
9
Wells Fargo
California
$3.37M 222,524 -14,395 -6%
SFS
10
Shaker Financial Services
Virginia
$3.29M 217,414 +61,688 +40%
NSIM
11
North Star Investment Management
Illinois
$3.21M 211,865 -13,574 -6%
AAM
12
Advisors Asset Management
Colorado
$2.36M 155,976 +35,623 +30%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$2.17M 143,067 +7,829 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.11M 73,432 -5,377 -7%
Ameriprise
15
Ameriprise
Minnesota
$1.08M 71,538 +4,630 +7%
9WM
16
9258 Wealth Management
Ohio
$1.06M 73,529 -5,681 -7%
LPL Financial
17
LPL Financial
California
$915K 60,424 -4,622 -7%
KIM
18
Karpus Investment Management
New York
$648K 42,768 +6,995 +20%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$636K 42,022 +11,819 +39%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$460K 30,400 +216 +0.7%
WAM
21
Wolverine Asset Management
Illinois
$386K 25,548 -43,889 -63%
RJT
22
Raymond James Trust
Florida
$345K 22,807 +663 +3%
Stifel Financial
23
Stifel Financial
Missouri
$335K 22,127 +5,281 +31%
IAIM
24
International Assets Investment Management
Florida
$325K 21,433 +6,490 +43%
AAS
25
Avantax Advisory Services
Texas
$259K 17,145 +17,145 New
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