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FFA

First Trust Enhanced Equity Income Fund

69 hedge funds and large institutions have $144M invested in First Trust Enhanced Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

15% more funds holding

Funds holding: 6069 (+9)

5% more capital invested

Capital invested by funds: $137M → $144M (+$6.9M)

0.84% more ownership

Funds ownership: 31.77%32.61% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
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
$38.5M +$727K +33,649 +2%
EF
2
Exeter Financial
Arizona
$12.6M +$342K +15,837 +3%
Wells Fargo
3
Wells Fargo
California
$11.2M +$112K +5,162 +1%
Invesco
4
Invesco
Georgia
$9.14M +$717K +33,158 +9%
SFS
5
Shaker Financial Services
Virginia
$6.31M +$891K +41,233 +17%
UBS Group
6
UBS Group
Switzerland
$6.08M +$76.9K +3,556 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$5.78M +$71.6K +3,311 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.39M -$103K -4,762 -2%
NSIM
9
North Star Investment Management
Illinois
$4.06M +$94.5K +4,370 +2%
GC
10
Guggenheim Capital
Illinois
$3.89M -$521K -24,105 -12%
LPL Financial
11
LPL Financial
California
$3.88M +$61.7K +2,855 +2%
SAM
12
Smith Asset Management
Florida
$3.38M -$106K -4,898 -3%
KIM
13
Karpus Investment Management
New York
$3.13M -$127K -5,862 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.8M -$123K -5,671 -6%
Creative Planning
15
Creative Planning
Kansas
$1.76M +$8.17K +378 +0.5%
CA
16
Cornerstone Advisors
North Carolina
$1.74M -$664K -30,739 -28%
Truist Financial
17
Truist Financial
North Carolina
$1.73M +$374K +17,323 +28%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.54M -$177K -8,175 -10%
WAM
19
Wolverine Asset Management
Illinois
$1.38M -$684K -31,650 -34%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.36M +$24.8K +1,146 +2%
Ameriprise
21
Ameriprise
Minnesota
$1.34M -$79.1K -3,658 -6%
PFO
22
PMG Family Office
Texas
$1.26M +$108 +5 +0%
HWMO
23
Heritage Wealth Management (Ohio)
Ohio
$1.11M -$17.3K -800 -2%
WA
24
Waverly Advisors
Alabama
$1.01M +$908 +42 +0.1%
DADC
25
D.A. Davidson & Co
Montana
$894K +$240K +11,107 +38%

FFA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Equity Income Fund (FFA) for Q4 2025, worth a combined $144M — up 5.1% from $137M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFA positions and 4 closed out — a net gain of 10 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $891K. The largest seller was Wolverine Asset Management, cutting an estimated $684K.

  • 69 institutional investors held First Trust Enhanced Equity Income Fund (FFA) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $144M of First Trust Enhanced Equity Income Fund stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 14 funds opened new First Trust Enhanced Equity Income Fund positions in Q4 2025 and 4 closed out, a net change of +10 holders.
  • The largest First Trust Enhanced Equity Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $891K added.
  • The largest First Trust Enhanced Equity Income Fund seller in Q4 2025 was Wolverine Asset Management, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2025.