FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

62 hedge funds and large institutions have $118M invested in First Trust Enhanced Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
16
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWMO
1
Heritage Wealth Management (Ohio)
Ohio
$1.14M
2
GC
2
Guggenheim Capital
Illinois
$7.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.1M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AFG
5
Atomi Financial Group
New York
$383K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$3.18M
2
RJA
2
Raymond James & Associates
Florida
$3.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$839K
4
SWM
4
Spire Wealth Management
Virginia
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.1M 1,513,387 +36,739 +2%
Wells Fargo
2
Wells Fargo
California
$12.2M 612,408 +33,843 +6%
EF
3
Exeter Financial
Arizona
$10.6M 529,933 +4,162 +0.8%
GC
4
Guggenheim Capital
Illinois
$7.26M 364,512 +42,252 +13%
UBS Group
5
UBS Group
Switzerland
$5.58M 279,919 -2,446 -0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.2M 261,104 -8,851 -3%
Invesco
7
Invesco
Georgia
$5.16M 258,815 +9,797 +4%
KIM
8
Karpus Investment Management
New York
$4.87M 244,612 -2,904 -1%
RJA
9
Raymond James & Associates
Florida
$3.88M 194,606 -28,640 -13%
NSIM
10
North Star Investment Management
Illinois
$3.6M 180,556 +1,115 +0.6%
AAM
11
Advisors Asset Management
Colorado
$3.51M 176,174 -9,339 -5%
SFS
12
Shaker Financial Services
Virginia
$3.18M 159,671 -50,522 -24%
LPL Financial
13
LPL Financial
California
$2.58M 129,400 -4,593 -3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.43M 71,885 -466 -0.6%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.35M 67,610 -2,877 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.27M 63,796 +2,643 +4%
Ameriprise
17
Ameriprise
Minnesota
$1.25M 62,915 -1,815 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.22M 61,287 -11,815 -16%
HWMO
19
Heritage Wealth Management (Ohio)
Ohio
$1.14M 57,042 +57,042 New
9WM
20
9258 Wealth Management
Ohio
$943K 47,330 +38 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$922K 46,286 -5,191 -10%
Osaic Holdings
22
Osaic Holdings
Arizona
$839K 42,091 -28,213 -40%
SPIA
23
Steward Partners Investment Advisory
New York
$688K 34,559 -303 -0.9%
Truist Financial
24
Truist Financial
North Carolina
$686K 34,451 +3,931 +13%
OWA
25
Opal Wealth Advisors
New York
$599K 30,094 -1,090 -3%
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