FFA

First Trust Enhanced Equity Income Fund

51 hedge funds and large institutions have $111M invested in First Trust Enhanced Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
23
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
$26.9M 1,364,540 -2,513 -0.2%
EF
2
Exeter Financial
Arizona
$9.07M 460,313 -8,628 -2%
GC
3
Guggenheim Capital
Illinois
$8.98M 455,867 +39,142 +9%
Invesco
4
Invesco
Georgia
$8.76M 444,438 -62,186 -12%
RJA
5
Raymond James & Associates
Florida
$7.68M 389,941 -84,064 -18%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.04M 306,332 -8,462 -3%
UBS Group
7
UBS Group
Switzerland
$5.98M 303,360 +3,805 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.76M 292,366 +4,544 +2%
AAM
9
Advisors Asset Management
Colorado
$5.41M 274,829 -6,456 -2%
Wells Fargo
10
Wells Fargo
California
$4.84M 245,664 +5,375 +2%
NSIM
11
North Star Investment Management
Illinois
$4.01M 203,549 +2,442 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.93M 97,847 +43,523 +80%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.9M 96,588 +5,136 +6%
OWA
14
Opal Wealth Advisors
New York
$1.83M 92,767 +41,673 +82%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.34M 68,013 -2,824 -4%
9WM
16
9258 Wealth Management
Ohio
$1.26M 63,733 -80 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$1.13M 57,474 +1,849 +3%
SWM
18
Spire Wealth Management
Virginia
$1.05M 53,329 +203 +0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$777K 39,437 +705 +2%
LPL Financial
20
LPL Financial
California
$769K 39,036 +7,608 +24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$612K 31,101 -211 -0.7%
SPIA
22
Steward Partners Investment Advisory
New York
$544K 27,600 +21,600 +360%
SFS
23
Shaker Financial Services
Virginia
$512K 26,000 -48,942 -65%
IAIM
24
International Assets Investment Management
Florida
$482K 24,476 +735 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$391K 19,858 +9 +0%