FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

54 hedge funds and large institutions have $97.3M invested in First Trust Enhanced Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
24
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.71M
2
GC
2
Guggenheim Capital
Illinois
$4.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.54M
4
Comerica Bank
4
Comerica Bank
Texas
$298K
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$600K
2
KIM
2
Karpus Investment Management
New York
$4.89M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.58M
5
RJT
5
Raymond James Trust
Florida
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.3M 1,466,905 +16,232 +1%
Wells Fargo
2
Wells Fargo
California
$9.71M 562,173 +62,054 +12%
EF
3
Exeter Financial
Arizona
$9.14M 529,388 +682 +0.1%
KIM
4
Karpus Investment Management
New York
$4.89M 282,870 -30,854 -10%
UBS Group
5
UBS Group
Switzerland
$4.85M 280,793 +13,248 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.77M 275,927 +4,278 +2%
GC
7
Guggenheim Capital
Illinois
$4.5M 260,737 +56,407 +28%
Invesco
8
Invesco
Georgia
$4.39M 254,431 +2,256 +0.9%
RJA
9
Raymond James & Associates
Florida
$4.12M 238,376 -6,751 -3%
AAM
10
Advisors Asset Management
Colorado
$4.06M 235,372 +8,626 +4%
NSIM
11
North Star Investment Management
Illinois
$3.48M 201,492 -4,833 -2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$1.58M 91,467 -7,367 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.54M 89,164 +21,350 +31%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.34M 77,320 +2,140 +3%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.21M 69,998 -332 -0.5%
LPL Financial
16
LPL Financial
California
$1.16M 67,018 +10,901 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.1M 63,673 -318 -0.5%
9WM
18
9258 Wealth Management
Ohio
$842K 48,735 -905 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$771K 44,641 +8,063 +22%
SPIA
20
Steward Partners Investment Advisory
New York
$621K 35,983 -1,075 -3%
SFS
21
Shaker Financial Services
Virginia
$600K 34,718 -118,062 -77%
OWA
22
Opal Wealth Advisors
New York
$595K 34,457 -3,305 -9%
Ameriprise
23
Ameriprise
Minnesota
$521K 30,187 -6,164 -17%
Truist Financial
24
Truist Financial
North Carolina
$514K 29,741 +2,999 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$503K 29,104 -360 -1%
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