FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

64 hedge funds and large institutions have $130M invested in First Trust Enhanced Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
27
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$10.7M
2
Invesco
2
Invesco
Georgia
$5.95M
3
CWM
3
Centurion Wealth Management
Virginia
$579K
4
LPL Financial
4
LPL Financial
California
$2.96M
5
NA
5
NewEdge Advisors
Louisiana
$248K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.4M
2
AAM
2
Advisors Asset Management
Colorado
$2.95M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$3.55M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31M 1,522,706 +9,319 +0.6%
Wells Fargo
2
Wells Fargo
California
$12.2M 601,263 -11,145 -2%
EF
3
Exeter Financial
Arizona
$10.8M 529,933 – –
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.7M 105,206 +105,206 New
GC
5
Guggenheim Capital
Illinois
$7.27M 357,313 -7,199 -2%
Invesco
6
Invesco
Georgia
$5.95M 292,528 +33,713 +13%
UBS Group
7
UBS Group
Switzerland
$5.77M 283,733 +3,814 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.4M 265,679 +4,575 +2%
KIM
9
Karpus Investment Management
New York
$4.77M 234,392 -10,220 -4%
NSIM
10
North Star Investment Management
Illinois
$3.66M 180,180 -376 -0.2%
RJA
11
Raymond James & Associates
Florida
$3.55M 174,301 -20,305 -10%
LPL Financial
12
LPL Financial
California
$2.96M 145,662 +16,262 +13%
AAM
13
Advisors Asset Management
Colorado
$2.95M 144,936 -31,238 -18%
SFS
14
Shaker Financial Services
Virginia
$2.4M 117,985 -41,686 -26%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.49M 73,307 +1,422 +2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.49M 73,085 +5,475 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.31M 64,172 +376 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$1.24M 61,081 -1,834 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.23M 60,262 -1,025 -2%
HWMO
20
Heritage Wealth Management (Ohio)
Ohio
$1.16M 57,042 – –
9WM
21
9258 Wealth Management
Ohio
$963K 47,367 +37 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$874K 42,965 +874 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$862K 42,392 -3,894 -8%
Truist Financial
24
Truist Financial
North Carolina
$842K 41,410 +6,959 +20%
SPIA
25
Steward Partners Investment Advisory
New York
$708K 34,804 +245 +0.7%
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