FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

54 hedge funds and large institutions have $115M invested in First Trust Enhanced Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.88M
3
Wells Fargo
3
Wells Fargo
California
$6.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.5M
5
EF
5
Exeter Financial
Arizona
$9.43M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Invesco
2
Invesco
Georgia
$6.96M
3
GC
3
Guggenheim Capital
Illinois
$6.64M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.39M
5
UBS Group
5
UBS Group
Switzerland
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.5M 1,409,347 +29,477 +2%
EF
2
Exeter Financial
Arizona
$9.43M 465,441 +16,137 +4%
RJA
3
Raymond James & Associates
Florida
$8.15M 402,580 +289 +0.1%
Invesco
4
Invesco
Georgia
$6.96M 343,487 -69,790 -17%
GC
5
Guggenheim Capital
Illinois
$6.64M 327,743 -41,412 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.37M 314,339 +2,408 +0.8%
Wells Fargo
7
Wells Fargo
California
$6.11M 301,671 +30,752 +11%
UBS Group
8
UBS Group
Switzerland
$5.84M 288,385 -22,359 -7%
AAM
9
Advisors Asset Management
Colorado
$5.69M 281,130 +13,459 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.68M 280,512 -11,938 -4%
NSIM
11
North Star Investment Management
Illinois
$4.15M 205,136 -2,230 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.88M 142,345 +41,037 +41%
OWA
13
Opal Wealth Advisors
New York
$1.8M 88,672 -6,232 -7%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.5M 73,969 +59,790 +422%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.47M 72,360 +1,303 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.39M 69,392 -28,966 -29%
9WM
17
9258 Wealth Management
Ohio
$1.3M 64,045 +162 +0.3%
SWM
18
Spire Wealth Management
Virginia
$1.11M 54,762 +743 +1%
Ameriprise
19
Ameriprise
Minnesota
$1.09M 53,760 -3,848 -7%
LPL Financial
20
LPL Financial
California
$909K 44,913 +558 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$769K 37,978 -2,622 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$747K 36,930 +5,153 +16%
SPIA
23
Steward Partners Investment Advisory
New York
$728K 35,930 +4,355 +14%
5L
24
55I LLC
Massachusetts
$564K 27,854 -63 -0.2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$420K 20,739 -898 -4%
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