FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

55 hedge funds and large institutions have $98.6M invested in First Trust Enhanced Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
21
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.77M
2
GC
2
Guggenheim Capital
Illinois
$3.58M
3
KIM
3
Karpus Investment Management
New York
$5.5M
4
CA
4
Cornerstone Advisors
North Carolina
$526K
5
Stifel Financial
5
Stifel Financial
Missouri
$190K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.68M
2
Invesco
2
Invesco
Georgia
$4.42M
3
UBS Group
3
UBS Group
Switzerland
$4.69M
4
AAM
4
Advisors Asset Management
Colorado
$3.97M
5
WMA
5
West Michigan Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.4M +$177K +10,073 +0.7%
EF
2
Exeter Financial
Arizona
$9.27M +$42.3K +2,412 +0.5%
Wells Fargo
3
Wells Fargo
California
$8.77M +$1.62M +92,239 +23%
KIM
4
Karpus Investment Management
New York
$5.5M +$554K +31,594 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.76M +$9.59K +547 +0.2%
UBS Group
6
UBS Group
Switzerland
$4.69M -$302K -17,228 -6%
Invesco
7
Invesco
Georgia
$4.42M -$305K -17,406 -6%
RJA
8
Raymond James & Associates
Florida
$4.3M -$165K -9,407 -4%
AAM
9
Advisors Asset Management
Colorado
$3.97M -$255K -14,542 -6%
NSIM
10
North Star Investment Management
Illinois
$3.62M +$37.5K +2,140 +1%
GC
11
Guggenheim Capital
Illinois
$3.58M +$1.06M +60,557 +42%
SFS
12
Shaker Financial Services
Virginia
$2.68M -$3.5M -199,927 -57%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.73M -$183K -10,411 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.32M -$198K -11,276 -13%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.23M -$18.4K -1,051 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.19M -$47.2K -2,692 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.12M -$9.17K -523 -0.8%
LPL Financial
18
LPL Financial
California
$984K +$82.5K +4,706 +9%
9WM
19
9258 Wealth Management
Ohio
$870K -$86.3K -4,924 -9%
OWA
20
Opal Wealth Advisors
New York
$662K -$12.4K -709 -2%
SPIA
21
Steward Partners Investment Advisory
New York
$650K – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$641K +$18.9K +1,078 +3%
Ameriprise
23
Ameriprise
Minnesota
$637K -$5.14K -293 -0.8%
CA
24
Cornerstone Advisors
North Carolina
$526K +$526K +29,985 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$517K +$3.05K +174 +0.6%
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