We are live on ! Find out more
FFA

First Trust Enhanced Equity Income Fund

60 hedge funds and large institutions have $137M invested in First Trust Enhanced Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $128M → $137M (+$8.94M)

2% more funds holding

Funds holding: 5960 (+1)

0.58% more ownership

Funds ownership: 31.2%31.77% (+0.58%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
24
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.9M +$300K +14,259 +0.8%
EF
2
Exeter Financial
Arizona
$12M +$17.3K +820 +0.1%
Wells Fargo
3
Wells Fargo
California
$10.9M -$78.9K -3,751 -0.7%
Invesco
4
Invesco
Georgia
$8.22M +$156K +7,411 +2%
UBS Group
5
UBS Group
Switzerland
$5.86M -$86K -4,086 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$5.57M +$124K +5,873 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.37M -$207K -9,832 -4%
SFS
8
Shaker Financial Services
Virginia
$5.28M +$1.38M +65,352 +36%
GC
9
Guggenheim Capital
Illinois
$4.32M -$955K -45,383 -18%
NSIM
10
North Star Investment Management
Illinois
$3.88M +$70.7K +3,359 +2%
LPL Financial
11
LPL Financial
California
$3.73M +$463K +21,991 +15%
SAM
12
Smith Asset Management
Florida
$3.41M -$76.1K -3,615 -2%
KIM
13
Karpus Investment Management
New York
$3.19M -$261K -12,418 -8%
CA
14
Cornerstone Advisors
North Carolina
$2.37M +$505K +24,021 +28%
WAM
15
Wolverine Asset Management
Illinois
$2.03M +$16.5K +785 +0.8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.88M +$159K +7,571 +9%
Creative Planning
17
Creative Planning
Kansas
$1.71M +$40.7K +1,935 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.69M -$12K -569 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$1.39M -$135K -6,408 -9%
Truist Financial
20
Truist Financial
North Carolina
$1.32M +$192K +9,114 +17%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.29M +$12.5K +595 +1%
PFO
22
PMG Family Office
Texas
$1.23M +$1.2M +57,164 New
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
$1.1M
WA
24
Waverly Advisors
Alabama
$982K -$8.25K -392 -0.9%
SPIA
25
Steward Partners Investment Advisory
New York
$669K +$13.9K +660 +2%

FFA Hedge Fund Activity: Q3 2025 in Review

60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q3 2025, worth a combined $137M — up 7% from $128M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FFA positions and 2 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.38M. The largest seller was Guggenheim Capital, cutting an estimated $955K.

  • 60 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $137M of First Trust Enhanced Equity Income Fund stock for Q3 2025, up 7% quarter-over-quarter.
  • 4 funds opened new First Trust Enhanced Equity Income Fund positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $1.38M added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q3 2025 was Guggenheim Capital, an estimated $955K sold.

Based on aggregated 13F filings for Q3 2025.