FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

65 hedge funds and large institutions have $451M invested in First Trust Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 1 closing their positions.

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$323M
2
Creative Planning
2
Creative Planning
Kansas
$1.66M
3
Invesco
3
Invesco
Georgia
$7.41M
4
WA
4
Waverly Advisors
Alabama
$958K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.42M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
IAIM
2
International Assets Investment Management
Florida
$219K
3
AAM
3
Advisors Asset Management
Colorado
$2.05M
4
KIM
4
Karpus Investment Management
New York
$4.12M
5
NSIM
5
North Star Investment Management
Illinois
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$323M +$29.4M +1,418 +10%
Morgan Stanley
2
Morgan Stanley
New York
$31.8M +$224K +10,809 +0.7%
Wells Fargo
3
Wells Fargo
California
$12.8M +$362K +17,470 +3%
EF
4
Exeter Financial
Arizona
$11M -$18.8K -906 -0.2%
GC
5
Guggenheim Capital
Illinois
$7.77M +$368K +17,769 +5%
Invesco
6
Invesco
Georgia
$7.41M +$1.35M +65,298 +22%
UBS Group
7
UBS Group
Switzerland
$5.82M -$52.6K -2,540 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.51M +$11K +531 +0.2%
Raymond James Financial
9
Raymond James Financial
Florida
$5.16M +$5.16M +249,205 New
KIM
10
Karpus Investment Management
New York
$4.12M -$738K -35,651 -15%
NSIM
11
North Star Investment Management
Illinois
$3.52M -$214K -10,338 -6%
SAM
12
Smith Asset Management
Florida
$3.44M +$3.44M +165,941 New
LPL Financial
13
LPL Financial
California
$3.11M +$89.4K +4,316 +3%
SFS
14
Shaker Financial Services
Virginia
$2.47M +$24K +1,157 +1%
AAM
15
Advisors Asset Management
Colorado
$2.05M -$951K -45,915 -32%
Creative Planning
16
Creative Planning
Kansas
$1.66M +$1.66M +80,360 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.49M -$30.5K -1,474 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.42M +$525K +25,370 +59%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.41M +$77.7K +3,752 +6%
Ameriprise
20
Ameriprise
Minnesota
$1.37M +$107K +5,170 +8%
HWMO
21
Heritage Wealth Management (Ohio)
Ohio
$1.18M – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.01M +$131K +6,346 +15%
WA
23
Waverly Advisors
Alabama
$958K +$958K +46,251 New
Truist Financial
24
Truist Financial
North Carolina
$956K +$98.7K +4,767 +12%
SPIA
25
Steward Partners Investment Advisory
New York
$711K -$9.92K -479 -1%
1
2 3