FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

56 hedge funds and large institutions have $83.3M invested in First Trust Enhanced Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
15
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$7.6M
2
WAM
2
Wolverine Asset Management
Illinois
$1.6M
3
EF
3
Exeter Financial
Arizona
$7.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.27M
5
Wells Fargo
5
Wells Fargo
California
$4.91M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.14M
2
AAM
2
Advisors Asset Management
Colorado
$3.47M
3
GC
3
Guggenheim Capital
Illinois
$3.22M
4
OWA
4
Opal Wealth Advisors
New York
$0
5
SWM
5
Spire Wealth Management
Virginia
$39K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.4M 1,388,524 -17,972 -1%
SFS
2
Shaker Financial Services
Virginia
$7.6M 517,265 +271,548 +111%
EF
3
Exeter Financial
Arizona
$7.5M 510,456 +45,615 +10%
Wells Fargo
4
Wells Fargo
California
$4.91M 334,188 +16,239 +5%
Invesco
5
Invesco
Georgia
$4.62M 314,754 -4,445 -1%
RJA
6
Raymond James & Associates
Florida
$4.58M 311,892 -13,309 -4%
UBS Group
7
UBS Group
Switzerland
$4.15M 282,783 +1,081 +0.4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.09M 278,478 -24,425 -8%
AAM
9
Advisors Asset Management
Colorado
$3.47M 236,231 -52,308 -18%
GC
10
Guggenheim Capital
Illinois
$3.22M 219,449 -51,858 -19%
NSIM
11
North Star Investment Management
Illinois
$3.06M 208,356 +2,294 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.27M 154,560 +29,179 +23%
WAM
13
Wolverine Asset Management
Illinois
$1.6M 108,835 +82,306 +310%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.37M 93,241 -3,873 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.14M 77,845 -174,447 -69%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.08M 73,311 +2,366 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.05M 71,793 -236 -0.3%
9WM
18
9258 Wealth Management
Ohio
$859K 58,474 -3,108 -5%
LPL Financial
19
LPL Financial
California
$679K 46,207 +1,253 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$557K 37,974 +1,345 +4%
SPIA
21
Steward Partners Investment Advisory
New York
$549K 37,353 +200 +0.5%
Ameriprise
22
Ameriprise
Minnesota
$490K 33,356 -19,245 -37%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$484K 32,913 -2,000 -6%
KPWS
24
Kestra Private Wealth Services
Texas
$251K 17,071 +1,813 +12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$250K 17,035 -1,240 -7%
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