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FFA

First Trust Enhanced Equity Income Fund
FFA

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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

247% more capital invested

Capital invested by funds: $130M → $451M (+$321M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

2% more funds holding

Funds holding: 64 → 65 (+1)

0.06% more ownership

Funds ownership: 30.93% → 30.99% (+0.06%)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.86%
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

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.65M
2
Invesco
Invesco
Georgia
+$1.34M
3
WA
Waverly Advisors
Alabama
+$951K
4
Osaic Holdings
Osaic Holdings
Arizona
+$521K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$508K

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$10.7M
2
IAIM
International Assets Investment Management
Florida
-$4.25M
3
AAM
Advisors Asset Management
Colorado
-$944K
4
KIM
Karpus Investment Management
New York
-$733K
5
NSIM
North Star Investment Management
Illinois
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$323M +$29.1K +1,418 +10%
Morgan Stanley
2
Morgan Stanley
New York
$31.8M +$222K +10,809 +0.7%
Wells Fargo
3
Wells Fargo
California
$12.8M +$359K +17,470 +3%
EF
4
Exeter Financial
Arizona
$11M -$18.6K -906 -0.2%
GC
5
Guggenheim Capital
Illinois
$7.77M +$365K +17,769 +5%
Invesco
6
Invesco
Georgia
$7.41M +$1.34M +65,298 +22%
UBS Group
7
UBS Group
Switzerland
$5.82M -$52.2K -2,540 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.51M +$10.9K +531 +0.2%
Raymond James Financial
9
Raymond James Financial
Florida
$5.16M +$5.12M +249,205 New
KIM
10
Karpus Investment Management
New York
$4.12M -$733K -35,651 -15%
NSIM
11
North Star Investment Management
Illinois
$3.52M -$212K -10,338 -6%
SAM
12
Smith Asset Management
Florida
$3.44M +$3.41M +165,941 New
LPL Financial
13
LPL Financial
California
$3.11M +$88.7K +4,316 +3%
SFS
14
Shaker Financial Services
Virginia
$2.47M +$23.8K +1,157 +1%
AAM
15
Advisors Asset Management
Colorado
$2.05M -$944K -45,915 -32%
Creative Planning
16
Creative Planning
Kansas
$1.66M +$1.65M +80,360 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.49M -$30.3K -1,474 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.42M +$521K +25,370 +59%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.41M +$77.1K +3,752 +6%
Ameriprise
20
Ameriprise
Minnesota
$1.37M +$106K +5,170 +8%
HWMO
21
Heritage Wealth Management (Ohio)
Ohio
$1.18M – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.01M +$130K +6,346 +15%
WA
23
Waverly Advisors
Alabama
$958K +$951K +46,251 New
Truist Financial
24
Truist Financial
North Carolina
$956K +$98K +4,767 +12%
SPIA
25
Steward Partners Investment Advisory
New York
$711K -$9.85K -479 -1%
1
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FFA Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2024, worth a combined $451M — up 247% from $130M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FFA positions and 1 closed out — a net gain of 7 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.65M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $10.7M sold.

  • 65 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $451M of First Trust Enhanced Equity Income Fund stock for Q4 2024, up 247% quarter-over-quarter.
  • 8 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2024 and 1 closed out, a net change of +7 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q4 2024 was Creative Planning, an estimated $1.65M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q4 2024 was Focus Partners Wealth, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.