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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
$36.4M +$712K +32,978 +2%
EF
2
Exeter Financial
Arizona
$11.8M +$104K +4,796 +0.8%
Wells Fargo
3
Wells Fargo
California
$10.7M +$337K +15,600 +3%
Invesco
4
Invesco
Georgia
$8.63M +$170K +7,853 +2%
SFS
5
Shaker Financial Services
Virginia
$6.83M +$1.04M +48,275 +17%
Raymond James Financial
6
Raymond James Financial
Florida
$5.51M +$164K +7,573 +3%
UBS Group
7
UBS Group
Switzerland
$5.4M -$250K -11,575 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.3M +$329K +15,241 +6%
NSIM
9
North Star Investment Management
Illinois
$3.64M -$130K -6,026 -3%
LPL Financial
10
LPL Financial
California
$3.51M -$88K -4,073 -2%
SAM
11
Smith Asset Management
Florida
$3.13M -$9.2K -426 -0.3%
KIM
12
Karpus Investment Management
New York
$2.75M -$157K -7,250 -5%
GC
13
Guggenheim Capital
Illinois
$2.61M -$1.05M -48,647 -28%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.33M +$702K +32,509 +40%
WAM
15
Wolverine Asset Management
Illinois
$2.23M +$1.01M +46,706 +75%
Truist Financial
16
Truist Financial
North Carolina
$1.84M +$254K +11,766 +15%
Creative Planning
17
Creative Planning
Kansas
$1.63M -$972 -45 -0.1%
CPA
18
Clear Point Advisors
New York
$1.58M +$570K +26,385 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.5M +$71K +3,288 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.25M -$13.7K -635 -1%
PFO
21
PMG Family Office
Texas
$1.18M +$14.6K +678 +1%
Ameriprise
22
Ameriprise
Minnesota
$1.07M -$178K -8,226 -14%
WA
23
Waverly Advisors
Alabama
$997K +$69.1K +3,200 +7%
AAM
24
Advisors Asset Management
Colorado
$839K +$888K +41,132 New
DADC
25
D.A. Davidson & Co
Montana
$770K -$61.7K -2,856 -7%
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