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FFA

First Trust Enhanced Equity Income Fund
FFA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31M +$185K +9,319 +0.6%
Wells Fargo
2
Wells Fargo
California
$12.2M -$221K -11,145 -2%
EF
3
Exeter Financial
Arizona
$10.8M – – –
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.7M +$2.08M +105,206 New
GC
5
Guggenheim Capital
Illinois
$7.27M -$143K -7,199 -2%
Invesco
6
Invesco
Georgia
$5.95M +$668K +33,713 +13%
UBS Group
7
UBS Group
Switzerland
$5.77M +$75.5K +3,814 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.4M +$90.6K +4,575 +2%
KIM
9
Karpus Investment Management
New York
$4.77M -$202K -10,220 -4%
NSIM
10
North Star Investment Management
Illinois
$3.66M -$7.45K -376 -0.2%
RJA
11
Raymond James & Associates
Florida
$3.55M -$402K -20,305 -10%
LPL Financial
12
LPL Financial
California
$2.96M +$322K +16,262 +13%
AAM
13
Advisors Asset Management
Colorado
$2.95M -$619K -31,238 -18%
SFS
14
Shaker Financial Services
Virginia
$2.4M -$826K -41,686 -26%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.49M +$28.2K +1,422 +2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.49M +$108K +5,475 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.31M +$7.45K +376 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$1.24M -$36.3K -1,834 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.23M -$20.3K -1,025 -2%
HWMO
20
Heritage Wealth Management (Ohio)
Ohio
$1.16M – – –
9WM
21
9258 Wealth Management
Ohio
$963K +$733 +37 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$874K +$17.3K +874 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$862K -$77.1K -3,894 -8%
Truist Financial
24
Truist Financial
North Carolina
$842K +$138K +6,959 +20%
SPIA
25
Steward Partners Investment Advisory
New York
$708K +$4.85K +245 +0.7%
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