FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

51 hedge funds and large institutions have $111M invested in First Trust Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
18
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.49M
2
SWM
2
Spire Wealth Management
Virginia
$980K
3
AAM
3
Advisors Asset Management
Colorado
$4.94M
4
GC
4
Guggenheim Capital
Illinois
$8.27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.74M
2
KIM
2
Karpus Investment Management
New York
$840K
3
OWA
3
Opal Wealth Advisors
New York
$955K
4
RJA
4
Raymond James & Associates
Florida
$8.92M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.4M 1,360,791 +14,573 +1%
Invesco
2
Invesco
Georgia
$9.26M 495,309 +13,577 +3%
EF
3
Exeter Financial
Arizona
$9.03M 483,094 -1,305 -0.3%
RJA
4
Raymond James & Associates
Florida
$8.92M 477,037 -15,290 -3%
GC
5
Guggenheim Capital
Illinois
$8.27M 442,085 +31,104 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.74M 306,960 -241,625 -44%
SFS
7
Shaker Financial Services
Virginia
$5.49M 293,384 +52,828 +22%
UBS Group
8
UBS Group
Switzerland
$5.42M 289,563 +16,099 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.97M 265,763 +22,944 +9%
AAM
10
Advisors Asset Management
Colorado
$4.94M 264,341 +46,751 +21%
Wells Fargo
11
Wells Fargo
California
$3.91M 209,181 +316 +0.2%
NSIM
12
North Star Investment Management
Illinois
$3.71M 198,251 -5,961 -3%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$2.65M 141,423 -482 -0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.24M 66,392 -4,335 -6%
9WM
15
9258 Wealth Management
Ohio
$1.19M 63,657 -5,829 -8%
SWM
16
Spire Wealth Management
Virginia
$980K 52,418 +52,418 New
Ameriprise
17
Ameriprise
Minnesota
$956K 51,116 -5,209 -9%
OWA
18
Opal Wealth Advisors
New York
$955K 51,094 -35,868 -41%
LPL Financial
19
LPL Financial
California
$933K 49,918 -3,651 -7%
IAIM
20
International Assets Investment Management
Florida
$856K 47,213 +22,741 +93%
KIM
21
Karpus Investment Management
New York
$840K 44,898 -36,796 -45%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$757K 40,473 +1,468 +4%
Stifel Financial
23
Stifel Financial
Missouri
$719K 38,440 +16,427 +75%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$579K 31,004 +199 +0.6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$382K 20,441 +5,292 +35%
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