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FFA

First Trust Enhanced Equity Income Fund

63 hedge funds and large institutions have $119M invested in First Trust Enhanced Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.24% less ownership

Funds ownership: 30.99%30.75% (-0.24%)

3% less funds holding

Funds holding: 6563 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

74% less capital invested

Capital invested by funds: $451M → $119M (-$332M)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
26
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.5M +$923K +45,409 +3%
Wells Fargo
2
Wells Fargo
California
$12M +$41K +2,019 +0.3%
EF
3
Exeter Financial
Arizona
$10.3M +$64.8K +3,187 +0.6%
Invesco
4
Invesco
Georgia
$7.05M +$139K +6,850 +2%
GC
5
Guggenheim Capital
Illinois
$6.2M -$1.1M -54,246 -14%
UBS Group
6
UBS Group
Switzerland
$5.2M -$250K -12,294 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.09M -$59.3K -2,918 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$4.78M -$34.6K -1,701 -0.7%
NSIM
9
North Star Investment Management
Illinois
$3.45M +$183K +8,986 +5%
KIM
10
Karpus Investment Management
New York
$3.37M -$490K -24,110 -12%
SAM
11
Smith Asset Management
Florida
$3.15M -$55K -2,707 -2%
LPL Financial
12
LPL Financial
California
$3.03M +$136K +6,706 +4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.83M +$1.52M +74,754 +104%
SFS
14
Shaker Financial Services
Virginia
$1.77M -$563K -27,686 -23%
Creative Planning
15
Creative Planning
Kansas
$1.47M -$86.7K -4,266 -5%
Ameriprise
16
Ameriprise
Minnesota
$1.41M +$141K +6,953 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.32M +$5.39K +265 +0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M -$182K -8,946 -13%
HWMO
19
Heritage Wealth Management (Ohio)
Ohio
$1.07M -$30.5K -1,500 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$947K +$5.26K +259 +0.5%
Truist Financial
21
Truist Financial
North Carolina
$908K +$16.3K +800 +2%
WA
22
Waverly Advisors
Alabama
$891K -$2.22K -109 -0.2%
WAM
23
Wolverine Asset Management
Illinois
$815K +$858K +42,186 New
SPIA
24
Steward Partners Investment Advisory
New York
$670K +$7.62K +375 +1%
CA
25
Cornerstone Advisors
North Carolina
$648K +$15.7K +773 +2%

FFA Hedge Fund Activity: Q1 2025 in Review

63 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q1 2025, worth a combined $119M — down 74% from $451M a quarter earlier.

Fund positioning in FFA was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 19 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.52M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $2.05M sold.

  • 63 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $119M of First Trust Enhanced Equity Income Fund stock for Q1 2025, down 74% quarter-over-quarter.
  • 4 funds opened new First Trust Enhanced Equity Income Fund positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $1.52M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q1 2025 was Advisors Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2025.