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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
$34.9M +$2.36M +123,041 +8%
EF
2
Exeter Financial
Arizona
$11.4M +$487K +25,355 +5%
Wells Fargo
3
Wells Fargo
California
$10.4M -$2.16M -112,550 -18%
Invesco
4
Invesco
Georgia
$7.67M +$190K +9,889 +3%
UBS Group
5
UBS Group
Switzerland
$5.66M +$147K +7,683 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.31M -$74.2K -3,867 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$5.18M +$108K +5,602 +2%
GC
8
Guggenheim Capital
Illinois
$5.04M -$1.44M -74,810 -23%
SFS
9
Shaker Financial Services
Virginia
$3.69M +$1.7M +88,539 +97%
NSIM
10
North Star Investment Management
Illinois
$3.62M -$38.7K -2,014 -1%
SAM
11
Smith Asset Management
Florida
$3.32M -$20.2K -1,053 -0.6%
KIM
12
Karpus Investment Management
New York
$3.29M -$272K -14,171 -8%
LPL Financial
13
LPL Financial
California
$3.1M -$105K -5,455 -3%
WAM
14
Wolverine Asset Management
Illinois
$1.91M +$983K +51,196 +121%
CA
15
Cornerstone Advisors
North Carolina
$1.76M +$1.01M +52,417 +156%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.63M +$221K +11,510 +17%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.62M -$1.3M -67,702 -46%
Creative Planning
18
Creative Planning
Kansas
$1.59M +$26.2K +1,366 +2%
Ameriprise
19
Ameriprise
Minnesota
$1.45M -$46K -2,395 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.23M +$12.6K +659 +1%
Truist Financial
21
Truist Financial
North Carolina
$1.07M +$98.5K +5,132 +11%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$1.05M -$86.4K -4,500 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.03M +$21.1K +1,098 +2%
WA
24
Waverly Advisors
Alabama
$943K -$1.92K -100 -0.2%
SPIA
25
Steward Partners Investment Advisory
New York
$624K -$81.6K -4,250 -12%
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