FFA

First Trust Enhanced Equity Income Fund

52 hedge funds and large institutions have $116M invested in First Trust Enhanced Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.8M 1,367,053 +6,262 +0.5%
Invesco
2
Invesco
Georgia
$10.3M 506,624 +11,315 +2%
EF
3
Exeter Financial
Arizona
$9.69M 468,941 -14,153 -3%
RJA
4
Raymond James & Associates
Florida
$9.63M 474,005 -3,032 -0.6%
GC
5
Guggenheim Capital
Illinois
$8.47M 416,725 -25,360 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.4M 314,794 +7,834 +3%
UBS Group
7
UBS Group
Switzerland
$6.09M 299,555 +9,992 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.85M 287,822 +22,059 +8%
AAM
9
Advisors Asset Management
Colorado
$5.72M 281,285 +16,944 +6%
Wells Fargo
10
Wells Fargo
California
$4.88M 240,289 +31,108 +15%
NSIM
11
North Star Investment Management
Illinois
$4.09M 201,107 +2,856 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.86M 91,452 +25,060 +38%
SFS
13
Shaker Financial Services
Virginia
$1.52M 74,942 -218,442 -74%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$1.44M 70,837 -70,586 -50%
9WM
15
9258 Wealth Management
Ohio
$1.3M 63,813 +156 +0.2%
Ameriprise
16
Ameriprise
Minnesota
$1.13M 55,625 +4,509 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.1M 54,324 +54,324 New
SWM
18
Spire Wealth Management
Virginia
$1.08M 53,126 +708 +1%
OWA
19
Opal Wealth Advisors
New York
$1.04M 51,094
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$787K 38,732 -1,741 -4%
LPL Financial
21
LPL Financial
California
$639K 31,428 -18,490 -37%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$636K 31,312 +308 +1%
IAIM
23
International Assets Investment Management
Florida
$482K 23,741 -23,472 -50%
Stifel Financial
24
Stifel Financial
Missouri
$458K 22,573 -15,867 -41%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$403K 19,849 -592 -3%