FFA

First Trust Enhanced Equity Income Fund
FFA

Overview Fund Activity

57 hedge funds and large institutions have $124M invested in First Trust Enhanced Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.9M
2
SFS
Shaker Financial Services
Virginia
$3.69M
3
CA
Cornerstone Advisors
North Carolina
$1.76M
4
WAM
Wolverine Asset Management
Illinois
$1.91M
5
EF
Exeter Financial
Arizona
$11.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$10.4M
2
GC
Guggenheim Capital
Illinois
$5.04M
3
IWC
Integrated Wealth Concepts
Massachusetts
$1.62M
4
KIM
Karpus Investment Management
New York
$3.29M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.9M +$2.52M +123,041 +8%
EF
2
Exeter Financial
Arizona
$11.4M +$519K +25,355 +5%
Wells Fargo
3
Wells Fargo
California
$10.4M -$2.31M -112,550 -18%
Invesco
4
Invesco
Georgia
$7.67M +$203K +9,889 +3%
UBS Group
5
UBS Group
Switzerland
$5.66M +$157K +7,683 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.31M -$79.2K -3,867 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$5.18M +$115K +5,602 +2%
GC
8
Guggenheim Capital
Illinois
$5.04M -$1.53M -74,810 -23%
SFS
9
Shaker Financial Services
Virginia
$3.69M +$1.81M +88,539 +97%
NSIM
10
North Star Investment Management
Illinois
$3.62M -$41.2K -2,014 -1%
KIM
11
Karpus Investment Management
New York
$3.29M -$290K -14,171 -8%
LPL Financial
12
LPL Financial
California
$3.1M -$112K -5,455 -3%
WAM
13
Wolverine Asset Management
Illinois
$1.91M +$1.05M +51,196 +121%
CA
14
Cornerstone Advisors
North Carolina
$1.76M +$1.07M +52,417 +156%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.63M +$236K +11,510 +17%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.62M -$1.39M -67,702 -46%
Creative Planning
17
Creative Planning
Kansas
$1.59M +$28K +1,366 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.45M -$49.1K -2,395 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.36M +$134K +6,490 +11%
Truist Financial
20
Truist Financial
North Carolina
$1.07M +$105K +5,132 +11%
HWMO
21
Heritage Wealth Management (Ohio)
Ohio
$1.05M -$92.2K -4,500 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.03M +$22.5K +1,098 +2%
WA
23
Waverly Advisors
Alabama
$943K -$2.05K -100 -0.2%
SPIA
24
Steward Partners Investment Advisory
New York
$624K -$87K -4,250 -12%
AFG
25
Atomi Financial Group
New York
$589K +$40.2K +1,963 +7%
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