FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

62 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, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-3
Holders Change %
-4.62%
% 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
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$1.44M
2
Morgan Stanley
Morgan Stanley
New York
+$877K
3
WAM
Wolverine Asset Management
Illinois
+$815K
4
NSIM
North Star Investment Management
Illinois
+$174K
5
Ameriprise
Ameriprise
Minnesota
+$134K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.05M
2
GC
Guggenheim Capital
Illinois
-$1.05M
3
SFS
Shaker Financial Services
Virginia
-$535K
4
KIM
Karpus Investment Management
New York
-$466K
5
HighTower Advisors
HighTower Advisors
Illinois
-$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.5M +$877K +45,409 +3%
Wells Fargo
2
Wells Fargo
California
$12M +$39K +2,019 +0.3%
EF
3
Exeter Financial
Arizona
$10.3M +$61.6K +3,187 +0.6%
Invesco
4
Invesco
Georgia
$7.05M +$132K +6,850 +2%
GC
5
Guggenheim Capital
Illinois
$6.2M -$1.05M -54,246 -14%
UBS Group
6
UBS Group
Switzerland
$5.2M -$238K -12,294 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.09M -$56.4K -2,918 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$4.78M -$32.9K -1,701 -0.7%
NSIM
9
North Star Investment Management
Illinois
$3.45M +$174K +8,986 +5%
KIM
10
Karpus Investment Management
New York
$3.37M -$466K -24,110 -12%
SAM
11
Smith Asset Management
Florida
$3.15M -$52.3K -2,707 -2%
LPL Financial
12
LPL Financial
California
$3.03M +$130K +6,706 +4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.83M +$1.44M +74,754 +104%
SFS
14
Shaker Financial Services
Virginia
$1.77M -$535K -27,686 -23%
Creative Planning
15
Creative Planning
Kansas
$1.47M -$82.4K -4,266 -5%
Ameriprise
16
Ameriprise
Minnesota
$1.41M +$134K +6,953 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.32M +$5.12K +265 +0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.15M -$173K -8,946 -13%
HWMO
19
Heritage Wealth Management (Ohio)
Ohio
$1.07M -$29K -1,500 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$947K +$5.01K +259 +0.5%
Truist Financial
21
Truist Financial
North Carolina
$908K +$15.5K +800 +2%
WA
22
Waverly Advisors
Alabama
$891K -$2.11K -109 -0.2%
WAM
23
Wolverine Asset Management
Illinois
$815K +$815K +42,186 New
SPIA
24
Steward Partners Investment Advisory
New York
$670K +$7.25K +375 +1%
CA
25
Cornerstone Advisors
North Carolina
$648K +$14.9K +773 +2%
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