FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

60 hedge funds and large institutions have $92.1M invested in First Trust Enhanced Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$4.34M
2
SFS
2
Shaker Financial Services
Virginia
$8.82M
3
OWA
3
Opal Wealth Advisors
New York
$631K
4
Morgan Stanley
4
Morgan Stanley
New York
$22.4M
5
Invesco
5
Invesco
Georgia
$5.43M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$852K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$222K
3
RJA
3
Raymond James & Associates
Florida
$4.09M
4
GC
4
Guggenheim Capital
Illinois
$3.24M
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.4M 1,418,925 +30,401 +2%
SFS
2
Shaker Financial Services
Virginia
$8.82M 559,371 +42,106 +8%
EF
3
Exeter Financial
Arizona
$8.22M 521,386 +10,930 +2%
Invesco
4
Invesco
Georgia
$5.43M 344,738 +29,984 +10%
Wells Fargo
5
Wells Fargo
California
$5.14M 325,826 -8,362 -3%
UBS Group
6
UBS Group
Switzerland
$4.36M 276,458 -6,325 -2%
KIM
7
Karpus Investment Management
New York
$4.34M 275,546 +275,546 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.27M 270,934 -7,544 -3%
RJA
9
Raymond James & Associates
Florida
$4.09M 259,456 -52,436 -17%
AAM
10
Advisors Asset Management
Colorado
$3.72M 236,126 -105 -0%
GC
11
Guggenheim Capital
Illinois
$3.24M 205,375 -14,074 -6%
NSIM
12
North Star Investment Management
Illinois
$3.16M 200,635 -7,721 -4%
WAM
13
Wolverine Asset Management
Illinois
$1.81M 115,084 +6,249 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.18M 74,880 -2,965 -4%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.13M 71,885 -1,426 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.08M 68,350 -3,443 -5%
9WM
17
9258 Wealth Management
Ohio
$861K 54,645 -3,829 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$852K 54,052 -100,508 -65%
LPL Financial
19
LPL Financial
California
$747K 47,368 +1,161 +3%
OWA
20
Opal Wealth Advisors
New York
$631K 40,062 +40,062 New
Ameriprise
21
Ameriprise
Minnesota
$583K 37,010 +3,654 +11%
SPIA
22
Steward Partners Investment Advisory
New York
$577K 36,603 -750 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$556K 35,311 -2,663 -7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$468K 29,679 -3,234 -10%
CWM
25
Centurion Wealth Management
Virginia
$439K 27,837 +27,837 New
1
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