FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

55 hedge funds and large institutions have $110M invested in First Trust Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
25
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$6.09M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
SFS
3
Shaker Financial Services
Virginia
$3.97M
4
Ameriprise
4
Ameriprise
Minnesota
$1.22M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$268K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
AAM
2
Advisors Asset Management
Colorado
$3.51M
3
Invesco
3
Invesco
Georgia
$4.71M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.9M 1,476,648 -1,502,802 -50%
Wells Fargo
2
Wells Fargo
California
$10.9M 578,565 +19,384 +3%
EF
3
Exeter Financial
Arizona
$9.7M 525,771 -3,859 -0.7%
GC
4
Guggenheim Capital
Illinois
$6.09M 322,260 +30,776 +11%
UBS Group
5
UBS Group
Switzerland
$5.34M 282,365 +5,214 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.1M 269,955 +1,876 +0.7%
Invesco
7
Invesco
Georgia
$4.71M 249,018 -24,282 -9%
KIM
8
Karpus Investment Management
New York
$4.68M 247,516 -2,242 -0.9%
RJA
9
Raymond James & Associates
Florida
$4.22M 223,246 +7,649 +4%
SFS
10
Shaker Financial Services
Virginia
$3.97M 210,193 +19,039 +10%
AAM
11
Advisors Asset Management
Colorado
$3.51M 185,513 -44,484 -19%
NSIM
12
North Star Investment Management
Illinois
$3.39M 179,441 +6,594 +4%
LPL Financial
13
LPL Financial
California
$2.53M 133,993 +2,437 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.38M 73,102 -3,706 -5%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.37M 72,351 -4,934 -6%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.33M 70,487 +1,435 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.33M 70,304 +1,917 +3%
Ameriprise
18
Ameriprise
Minnesota
$1.22M 64,730 +15,759 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.16M 61,153 +391 +0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$973K 51,477 +364 +0.7%
9WM
21
9258 Wealth Management
Ohio
$894K 47,292 +36 +0.1%
SPIA
22
Steward Partners Investment Advisory
New York
$659K 34,862 -865 -2%
OWA
23
Opal Wealth Advisors
New York
$589K 31,184 -1,048 -3%
Truist Financial
24
Truist Financial
North Carolina
$577K 30,520 +1,451 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$532K 28,173 +1,266 +5%
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