FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

47 hedge funds and large institutions have $106M invested in First Trust Enhanced Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
14
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$3.83M
2
Invesco
Invesco
Georgia
$8.49M
3
KIM
Karpus Investment Management
New York
$1.44M
4
Morgan Stanley
Morgan Stanley
New York
$23.7M
5
SFS
Shaker Financial Services
Virginia
$4.24M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$7.24M
2
RJA
Raymond James & Associates
Florida
$8.68M
3
WAM
Wolverine Asset Management
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$992K
5
AAS
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.7M +$568K +32,244 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.67M -$214K -12,168 -2%
RJA
3
Raymond James & Associates
Florida
$8.68M -$387K -21,972 -4%
EF
4
Exeter Financial
Arizona
$8.54M +$167K +9,468 +2%
Invesco
5
Invesco
Georgia
$8.49M +$689K +39,101 +9%
GC
6
Guggenheim Capital
Illinois
$7.24M -$1.01M -57,518 -12%
UBS Group
7
UBS Group
Switzerland
$4.82M -$87.8K -4,983 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.28M -$185K -10,493 -4%
SFS
9
Shaker Financial Services
Virginia
$4.24M +$408K +23,142 +11%
AAM
10
Advisors Asset Management
Colorado
$3.83M +$1.09M +61,614 +40%
Wells Fargo
11
Wells Fargo
California
$3.68M -$241K -13,659 -6%
NSIM
12
North Star Investment Management
Illinois
$3.6M -$135K -7,653 -4%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$2.57M -$21K -1,162 -0.8%
OWA
14
Opal Wealth Advisors
New York
$1.53M +$1.53M +86,962 New
KIM
15
Karpus Investment Management
New York
$1.44M +$686K +38,926 +91%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.25M -$47.7K -2,705 -4%
9WM
17
9258 Wealth Management
Ohio
$1.22M -$71.2K -4,043 -5%
Ameriprise
18
Ameriprise
Minnesota
$992K -$268K -15,213 -21%
LPL Financial
19
LPL Financial
California
$944K -$121K -6,855 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$687K -$53.1K -3,017 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$542K +$7.13K +405 +1%
IAIM
22
International Assets Investment Management
Florida
$431K +$53.5K +3,039 +14%
Stifel Financial
23
Stifel Financial
Missouri
$388K -$2.01K -114 -0.5%
RJT
24
Raymond James Trust
Florida
$350K -$51.6K -2,928 -13%
APA
25
American Portfolios Advisors
New York
$295K – – –
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