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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, Q1 2021

Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2021. 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
52
No complete 13F data for Q4 2020
Shares held
5.93M
No complete 13F data for Q4 2020
Total value
$111.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 52 institutions
Q1 2021: 52 institutionsQ2 2021: 52 institutionsQ3 2021: 51 institutionsQ4 2021: 56 institutionsQ1 2022: 53 institutionsQ2 2022: 53 institutionsQ3 2022: 56 institutionsQ4 2022: 60 institutionsQ1 2023: 61 institutionsQ2 2023: 55 institutionsQ3 2023: 54 institutionsQ4 2023: 54 institutionsQ1 2024: 55 institutionsQ2 2024: 62 institutionsQ3 2024: 64 institutionsQ4 2024: 65 institutionsQ1 2025: 63 institutionsQ2 2025: 59 institutionsQ3 2025: 60 institutionsQ4 2025: 69 institutionsQ1 2026: 65 institutionsQ2 2026: 72 institutions
Value heldQ1 2021: $111.0M
Q1 2021: $111.0MQ2 2021: $116.0MQ3 2021: $111.1MQ4 2021: $122.2MQ1 2022: $109.0MQ2 2022: $92.3MQ3 2022: $83.3MQ4 2022: $92.1MQ1 2023: $94.1MQ2 2023: $98.6MQ3 2023: $97.3MQ4 2023: $106.0MQ1 2024: $110.2MQ2 2024: $117.7MQ3 2024: $129.9MQ4 2024: $128.3MQ1 2025: $118.8MQ2 2025: $127.7MQ3 2025: $136.6MQ4 2025: $143.5MQ1 2026: $133.9MQ2 2026: $145.7M
Institutions holding FFA and their total value by quarter
QuarterHoldersValue
Q2 202672$145.7M
Q1 202665$133.9M
Q4 202569$143.5M
Q3 202560$136.6M
Q2 202559$127.7M
Q1 202563$118.8M
Q4 202465$128.3M
Q3 202464$129.9M
Q2 202462$117.7M
Q1 202455$110.2M
Q4 202354$106.0M
Q3 202354$97.3M
Q2 202355$98.6M
Q1 202361$94.1M
Q4 202260$92.1M
Q3 202256$83.3M
Q2 202253$92.3M
Q1 202253$109.0M
Q4 202156$122.2M
Q3 202151$111.1M
Q2 202152$116.0M
Q1 202152$111.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FFA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arkadios Wealth Advisors194$3.00K0.00%––
Key Financial Inc218$4.00K0.00%––
Phoenix Wealth Advisors400$7.00K0.01%––
GPS Wealth Strategies Group, LLC640$11.0K0.00%––
Harbour Investments, Inc.700$13.0K0.00%––
Citigroup Inc721$13.0K0.00%––
FourThought Financial, LLC784$14.0K0.00%––
Certified Advisory Corp814$15.0K0.00%––
Fiduciary Planning LLC836$16.0K0.02%––
FinTrust Capital Advisors, LLC893$17.0K0.00%––
Geneos Wealth Management Inc.1,115$21.0K0.00%––
Huntington National Bank–$32.0K0.00%––
Wagner Wealth Management, LLC1,750$33.0K0.03%––
The PNC Financial Services Group, Inc.2,632$49.0K0.00%––
Pinnacle Bancorp, Inc.3,000$56.0K0.03%––
NEXT Financial Group, Inc4,184$78.0K0.01%––
CWM, LLC5,225$106.0K0.00%––
Total Clarity Wealth Management, Inc.7,166$134.0K0.08%––
Bank of America Corp9,787$183.0K0.00%––
Laurel Wealth Advisors, Inc.10,708$200.0K0.03%––
Benjamin F. Edwards & Company, Inc.10,896$204.0K0.01%––
Institute for Wealth Management, LLC.11,108$208.0K0.04%––
Kestra Private Wealth Services, LLC11,249$210.0K0.01%––
Steward Partners Investment Advisory, LLC14,525$271.6K0.00%––
Wealthcare Advisory Partners LLC15,075$282.0K0.02%––
American Portfolios Advisors16,770$313.6K0.01%––
Raymond James Trust N.A.18,744$350.0K0.01%––
Cambridge Investment Research Advisors, Inc.20,441$382.0K0.00%––
Commonwealth Equity Services, LLC31,004$579.0K0.00%––
Stifel Financial Corp38,440$719.0K0.00%––
Janney Montgomery Scott LLC40,473$757.0K0.00%––
Karpus Management, Inc.44,898$840.0K0.03%––
International Assets Investment Management, LLC47,213$856.0K0.08%––
LPL Financial LLC49,918$933.0K0.00%––
Opal Wealth Advisors, LLC51,094$955.0K1.04%––
Ameriprise Financial Inc51,116$956.0K0.00%––
Spire Wealth Management52,418$980.0K0.03%––
9258 Wealth Management, LLC63,657$1.19M0.36%––
Advisor Group Holdings, Inc.66,392$1.24M0.00%––
Edmonds Duncan Registered Investment Advisors, LLC141,423$2.65M0.88%––
North Star Investment Management Corp.198,251$3.71M0.35%––
Wells Fargo & Company209,181$3.91M0.00%––
Advisors Asset Management, Inc.264,341$4.94M0.08%––
Royal Bank of Canada265,763$4.97M0.00%––
UBS Group AG289,563$5.42M0.00%––
Shaker Financial Services, LLC293,384$5.49M2.18%––
Raymond James Financial Services Advisors, Inc.306,960$5.74M0.01%––
Guggenheim Capital LLC442,085$8.27M0.05%––
Raymond James & Associates477,037$8.92M0.01%––
Exeter Financial, LLC483,094$9.03M5.70%––
Invesco Ltd.495,309$9.26M0.00%––
Morgan Stanley1,360,791$25.4M0.00%––