FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

61 hedge funds and large institutions have $93.5M invested in First Trust Enhanced Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.81M
2
Wells Fargo
2
Wells Fargo
California
$6.74M
3
SWM
3
Spire Wealth Management
Virginia
$461K
4
Morgan Stanley
4
Morgan Stanley
New York
$23.8M
5
Truist Financial
5
Truist Financial
North Carolina
$434K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$5.83M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$4.45M
4
GC
4
Guggenheim Capital
Illinois
$2.38M
5
EC
5
Elequin Capital
New York
$31.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.8M 1,440,600 +21,675 +2%
EF
2
Exeter Financial
Arizona
$8.77M 526,294 +4,908 +0.9%
Wells Fargo
3
Wells Fargo
California
$6.74M 407,880 +82,054 +25%
SFS
4
Shaker Financial Services
Virginia
$5.83M 352,707 -206,664 -37%
UBS Group
5
UBS Group
Switzerland
$4.7M 284,773 +8,315 +3%
KIM
6
Karpus Investment Management
New York
$4.66M 282,130 +6,584 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.48M 271,102 +168 +0.1%
Invesco
8
Invesco
Georgia
$4.45M 269,581 -75,157 -22%
RJA
9
Raymond James & Associates
Florida
$4.2M 254,534 -4,922 -2%
AAM
10
Advisors Asset Management
Colorado
$3.99M 241,288 +5,162 +2%
NSIM
11
North Star Investment Management
Illinois
$3.37M 204,185 +3,550 +2%
GC
12
Guggenheim Capital
Illinois
$2.38M 143,773 -61,602 -30%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.81M 109,245 +109,245 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.43M 86,456 +11,576 +15%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.18M 71,381 -504 -0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.16M 70,506 +2,156 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.07M 64,514 +10,462 +19%
9WM
18
9258 Wealth Management
Ohio
$901K 54,564 -81 -0.1%
LPL Financial
19
LPL Financial
California
$849K 51,411 +4,043 +9%
OWA
20
Opal Wealth Advisors
New York
$636K 38,471 -1,591 -4%
SPIA
21
Steward Partners Investment Advisory
New York
$612K 37,058 +455 +1%
Ameriprise
22
Ameriprise
Minnesota
$605K 36,644 -366 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$484K 29,290 -389 -1%
CWM
24
Centurion Wealth Management
Virginia
$461K 27,890 +53 +0.2%
SWM
25
Spire Wealth Management
Virginia
$461K 27,890 +25,184 +931%
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