FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

54 hedge funds and large institutions have $133M invested in First Trust Enhanced Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
16
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
SFS
2
Shaker Financial Services
Virginia
$3.49M
3
LPL Financial
3
LPL Financial
California
$2.4M
4
GC
4
Guggenheim Capital
Illinois
$5.33M
5
Invesco
5
Invesco
Georgia
$4.99M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$4.56M
2
NSIM
2
North Star Investment Management
Illinois
$3.16M
3
RJA
3
Raymond James & Associates
Florida
$3.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.25M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.4M 2,979,450 +1,512,545 +103%
Wells Fargo
2
Wells Fargo
California
$10.2M 559,181 -2,992 -0.5%
EF
3
Exeter Financial
Arizona
$9.49M 529,630 +242 +0%
GC
4
Guggenheim Capital
Illinois
$5.33M 291,484 +30,747 +12%
UBS Group
5
UBS Group
Switzerland
$5.06M 277,151 -3,642 -1%
Invesco
6
Invesco
Georgia
$4.99M 273,300 +18,869 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.9M 268,079 -7,848 -3%
KIM
8
Karpus Investment Management
New York
$4.56M 249,758 -33,112 -12%
AAM
9
Advisors Asset Management
Colorado
$4.2M 229,997 -5,375 -2%
RJA
10
Raymond James & Associates
Florida
$3.94M 215,597 -22,779 -10%
SFS
11
Shaker Financial Services
Virginia
$3.49M 191,154 +156,436 +451%
NSIM
12
North Star Investment Management
Illinois
$3.16M 172,847 -28,645 -14%
LPL Financial
13
LPL Financial
California
$2.4M 131,556 +64,538 +96%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.41M 77,285 -14,182 -16%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.4M 76,808 -512 -0.7%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.26M 69,052 -946 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.25M 68,387 -20,777 -23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.11M 60,762 -2,911 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$934K 51,113 +6,472 +14%
Ameriprise
20
Ameriprise
Minnesota
$895K 48,971 +18,784 +62%
9WM
21
9258 Wealth Management
Ohio
$863K 47,256 -1,479 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$653K 35,727 -256 -0.7%
OWA
23
Opal Wealth Advisors
New York
$589K 32,232 -2,225 -6%
Truist Financial
24
Truist Financial
North Carolina
$531K 29,069 -672 -2%
SWM
25
Spire Wealth Management
Virginia
$512K 27,992 – –
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