First Trust Enhanced Equity Income Fund
FFA- Exchange
- NYSE
- SEC CIK
- 0001291334
No open-market purchases or sales by First Trust Enhanced Equity Income Fund insiders were filed in the last 90 days; 72 institutions reported holding it in 13F filings for Q2 2026, worth $145.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 72
- +8 vs. Q1 2026
- Shares held
- 6.52M
- +22.5K (+0.3%) vs. Q1 2026
- Total value
- $145.7M
- +$12.1M (+9.1%) vs. Q1 2026
- New holders
- 10
- 28 more added
- Sold out
- 2
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FFA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 72 | $145.7M |
| Q1 2026 | 65 | $133.9M |
| Q4 2025 | 69 | $143.5M |
| Q3 2025 | 60 | $136.9M |
| Q2 2025 | 59 | $133.0M |
| Q1 2025 | 63 | $118.8M |
| Q4 2024 | 65 | $128.3M |
| Q3 2024 | 64 | $140.6M |
| Q2 2024 | 62 | $117.7M |
| Q1 2024 | 55 | $166.0M |
| Q4 2023 | 54 | $133.3M |
| Q3 2023 | 54 | $97.3M |
| Q2 2023 | 55 | $98.6M |
| Q1 2023 | 61 | $94.1M |
| Q4 2022 | 60 | $92.1M |
| Q3 2022 | 56 | $83.3M |
| Q2 2022 | 53 | $92.3M |
| Q1 2022 | 53 | $109.0M |
| Q4 2021 | 56 | $122.2M |
| Q3 2021 | 51 | $111.1M |
| Q2 2021 | 52 | $116.0M |
| Q1 2021 | 52 | $111.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,809,892 | $40.5M | 0.00% | +27,041+1.5% | Added |
| Exeter Financial, LLC | 584,911 | $13.1M | 5.00% | +5,889+1.0% | Added |
| Wells Fargo & Company | 457,317 | $10.2M | 0.00% | −67,896−12.9% | Reduced |
| Invesco Ltd. | 439,588 | $9.83M | 0.00% | +16,601+3.9% | Added |
| Shaker Financial Services, LLC | 328,741 | $7.35M | 2.30% | −6,114−1.8% | Reduced |
| Raymond James Financial Inc | 291,345 | $6.51M | 0.00% | +21,482+8.0% | Added |
| UBS Group AG | 263,111 | $5.88M | 0.00% | −1,366−0.5% | Reduced |
| Royal Bank of Canada | 243,576 | $5.45M | 0.00% | −16,496−6.3% | Reduced |
| LPL Financial LLC | 175,161 | $3.92M | 0.00% | +3,159+1.8% | Added |
| North Star Investment Management Corp. | 171,184 | $3.83M | 0.21% | −7,333−4.1% | Reduced |
| Smith Asset Management Co., LLC | 149,777 | $3.35M | 2.63% | −3,465−2.3% | Reduced |
| Karpus Management, Inc. | 134,313 | $3.00M | 0.09% | −617−0.5% | Reduced |
| Envestnet Asset Management Inc | 117,567 | $2.63M | 0.00% | +3,459+3.0% | Added |
| Truist Financial Corp | 95,323 | $2.13M | 0.00% | +5,011+5.5% | Added |
| Guggenheim Capital LLC | 90,264 | $2.02M | 0.01% | −37,627−29.4% | Reduced |
| Creative Planning | 78,215 | $1.75M | 0.00% | −1,513−1.9% | Reduced |
| Wolverine Asset Management LLC | 74,570 | $1.67M | 0.02% | −34,653−31.7% | Reduced |
| Integrated Wealth Concepts LLC | 70,723 | $1.58M | 0.01% | −2,706−3.7% | Reduced |
| Advisors Asset Management, Inc. | 69,490 | $1.55M | 0.02% | +28,358+68.9% | Added |
| PMG Family Office LLC | 58,460 | $1.31M | 1.20% | +613+1.1% | Added |
| Ameriprise Financial Inc | 54,896 | $1.23M | 0.00% | +2,379+4.5% | Added |
| Advisor Group Holdings, Inc. | 48,855 | $1.09M | 0.00% | −12,299−20.1% | Reduced |
| Heritage Wealth Management, Inc. | 48,756 | $1.09M | 0.27% | +48,756 | New |
| Warren Averett Asset Management, LLC | 47,089 | $1.05M | 0.01% | −1,803−3.7% | Reduced |
| D.A. Davidson & Co. | 40,998 | $916.7K | 0.01% | +3,262+8.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,041 | $783.5K | 0.00% | +2,063+6.3% | Added |
| Global Retirement Partners, LLC | 32,919 | $736.1K | 0.01% | +32,919 | New |
| Cambridge Investment Research Advisors, Inc. | 30,046 | $672.0K | 0.00% | +3,749+14.3% | Added |
| Centurion Wealth Management LLC | 27,827 | $622.2K | 0.15% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 25,128 | $562.0K | 0.36% | +895+3.7% | Added |
| Kestra Private Wealth Services, LLC | 24,925 | $557.3K | 0.01% | +34+0.1% | Added |
| Bank of America Corp | 21,458 | $479.8K | 0.00% | +1,130+5.6% | Added |
| Opal Wealth Advisors, LLC | 20,626 | $461.2K | 0.10% | −490−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 20,386 | $455.8K | 0.00% | −4,964−19.6% | Reduced |
| Janney Montgomery Scott LLC | 19,643 | $439.0K | 0.00% | +321+1.7% | Added |
| Mission Wealth Management, LP | 18,042 | $403.4K | 0.01% | +18,042 | New |
| Cetera Investment Advisers | 17,959 | $401.6K | 0.00% | +2,368+15.2% | Added |
| Benjamin Edwards Inc | 17,036 | $380.9K | 0.00% | −224−1.3% | Reduced |
| Logan Stone Capital, LLC | 16,899 | $377.9K | 0.08% | +196+1.2% | Added |
| Koshinski Asset Management, Inc. | 14,812 | $331.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,097 | $315.2K | 0.00% | +16+0.1% | Added |
| Kestra Advisory Services, LLC | 14,061 | $314.4K | 0.00% | +621+4.6% | Added |
| Sanctuary Advisors, LLC | 13,117 | $293.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,832 | $286.1K | 0.02% | +19+0.1% | Added |
| Miller Financial Services LLC | 12,635 | $282.5K | 0.23% | +12,635 | New |
| Brown Brothers Harriman & Co | 12,626 | $282.3K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 12,106 | $270.7K | 0.05% | −560−4.4% | Reduced |
| Proactive Wealth Strategies LLC | 11,802 | $263.9K | 0.04% | +204+1.8% | Added |
| Two Sigma Investments, LP | 11,482 | $256.7K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,260 | $229.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,130 | $226.5K | 0.00% | −2,000−16.5% | Reduced |
| Stifel Financial Corp | 10,010 | $223.8K | 0.00% | +10,010 | New |
| Readystate Asset Management LP | 9,901 | $221.4K | 0.01% | −6,688−40.3% | Reduced |
| XTX Topco Ltd | 9,792 | $218.9K | 0.00% | +9,792 | New |
| Keystone Financial Group | 9,374 | $209.6K | 0.01% | +9,374 | New |
| Rockefeller Capital Management L.P. | 8,905 | $199.1K | 0.00% | +14+0.2% | Added |
| Institute for Wealth Management, LLC. | 8,754 | $195.7K | 0.02% | +8,754 | New |
| The PNC Financial Services Group, Inc. | 8,034 | $179.6K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 6,438 | $144.0K | 0.10% | +643+11.1% | Added |
| Blue Bell Private Wealth Management, LLC | 6,394 | $143.0K | 0.02% | +5,043+373.3% | Added |
| Harbour Investments, Inc. | 4,456 | $99.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,000 | $89.4K | 0.00% | −26,597−86.9% | Reduced |
| Farther Finance Advisors, LLC | 1,600 | $35.8K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 1,132 | $25.5K | 0.02% | +1,132 | New |
| Jones Financial Companies LLLP | 1,175 | $25.5K | 0.00% | +215+22.4% | Added |
| Central Trust Co | 1,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 900 | $20.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 668 | $14.9K | 0.00% | +12+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 402 | $8.99K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $6.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 133 | $2.97K | 0.00% | +133 | New |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −26,385−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |