FFA

First Trust Enhanced Equity Income Fund

56 hedge funds and large institutions have $122M invested in First Trust Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.4M 1,379,870 +15,330 +1%
EF
2
Exeter Financial
Arizona
$9.42M 449,304 -11,009 -2%
Invesco
3
Invesco
Georgia
$8.8M 413,277 -31,161 -7%
RJA
4
Raymond James & Associates
Florida
$8.57M 402,291 +12,350 +3%
GC
5
Guggenheim Capital
Illinois
$7.86M 369,155 -86,712 -19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.64M 311,931 +5,599 +2%
UBS Group
7
UBS Group
Switzerland
$6.62M 310,744 +7,384 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.23M 292,450 +84 +0%
Wells Fargo
9
Wells Fargo
California
$5.77M 270,919 +25,255 +10%
AAM
10
Advisors Asset Management
Colorado
$5.7M 267,671 -7,158 -3%
NSIM
11
North Star Investment Management
Illinois
$4.42M 207,366 +3,817 +2%
SFS
12
Shaker Financial Services
Virginia
$2.25M 105,859 +79,859 +307%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.16M 101,308 +3,461 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.1M 98,358 +1,770 +2%
OWA
15
Opal Wealth Advisors
New York
$2.02M 94,904 +2,137 +2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.46M 71,057 +3,044 +4%
9WM
17
9258 Wealth Management
Ohio
$1.36M 63,883 +150 +0.2%
Ameriprise
18
Ameriprise
Minnesota
$1.23M 57,608 +134 +0.2%
SWM
19
Spire Wealth Management
Virginia
$1.15M 54,019 +690 +1%
LPL Financial
20
LPL Financial
California
$944K 44,355 +5,319 +14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$864K 40,600 +1,163 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$676K 31,777 +676 +2%
SPIA
23
Steward Partners Investment Advisory
New York
$672K 31,575 +3,975 +14%
5L
24
55I LLC
Massachusetts
$594K 27,917 +27,917 New
IAIM
25
International Assets Investment Management
Florida
$472K 22,176 -2,300 -9%