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 2021
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 5.70M
- −234.8K (−4.0%) vs. Q1 2021
- Total value
- $116.0M
- +$5.00M (+4.5%) vs. Q1 2021
- New holders
- 5
- 20 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2021: 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 | $136.6M |
| Q2 2025 | 59 | $127.7M |
| Q1 2025 | 63 | $118.8M |
| Q4 2024 | 65 | $128.3M |
| Q3 2024 | 64 | $129.9M |
| Q2 2024 | 62 | $117.7M |
| Q1 2024 | 55 | $110.2M |
| Q4 2023 | 54 | $106.0M |
| 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 | $111.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 497 | $10.0K | 0.00% | +497 | New |
| Rockefeller Capital Management L.P. | 562 | $11.0K | 0.00% | +562 | New |
| GPS Wealth Strategies Group, LLC | 640 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $14.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 784 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 721 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 907 | $18.0K | 0.00% | +14+1.6% | Added |
| Arkadios Wealth Advisors | 1,236 | $25.0K | 0.00% | +1,042+537.1% | Added |
| Geneos Wealth Management Inc. | 1,315 | $27.0K | 0.00% | +200+17.9% | Added |
| Wagner Wealth Management, LLC | 1,779 | $36.0K | 0.03% | +29+1.7% | Added |
| The PNC Financial Services Group, Inc. | 2,632 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 5,225 | $106.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,000 | $122.0K | 0.00% | −8,525−58.7% | Reduced |
| NEXT Financial Group, Inc | 6,030 | $123.0K | 0.01% | +1,846+44.1% | Added |
| Cetera Advisor Networks LLC | 9,980 | $203.0K | 0.00% | +9,980 | New |
| Mid Atlantic Financial Management Inc | 10,500 | $213.0K | 0.01% | +10,500 | New |
| Laurel Wealth Advisors, Inc. | 10,708 | $218.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,896 | $221.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,081 | $225.0K | 0.04% | −27−0.2% | Reduced |
| Bank of America Corp | 11,085 | $225.0K | 0.00% | +1,298+13.3% | Added |
| Kestra Private Wealth Services, LLC | 11,251 | $229.0K | 0.01% | +20.0% | Added |
| Wealthcare Advisory Partners LLC | 15,075 | $306.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 16,770 | $340.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,572 | $378.0K | 0.01% | −172−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,849 | $403.0K | 0.00% | −592−2.9% | Reduced |
| Stifel Financial Corp | 22,573 | $458.0K | 0.00% | −15,867−41.3% | Reduced |
| International Assets Investment Management, LLC | 23,741 | $482.0K | 0.09% | −23,472−49.7% | Reduced |
| Commonwealth Equity Services, LLC | 31,312 | $636.0K | 0.00% | +308+1.0% | Added |
| LPL Financial LLC | 31,428 | $639.0K | 0.00% | −18,490−37.0% | Reduced |
| Janney Montgomery Scott LLC | 38,732 | $787.0K | 0.00% | −1,741−4.3% | Reduced |
| Opal Wealth Advisors, LLC | 51,094 | $1.04M | 0.97% | 00.0% | Unchanged |
| Spire Wealth Management | 53,126 | $1.08M | 0.03% | +708+1.4% | Added |
| Envestnet Asset Management Inc | 54,324 | $1.10M | 0.00% | +54,324 | New |
| Ameriprise Financial Inc | 55,625 | $1.13M | 0.00% | +4,509+8.8% | Added |
| 9258 Wealth Management, LLC | 63,813 | $1.30M | 0.35% | +156+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,837 | $1.44M | 0.45% | −70,586−49.9% | Reduced |
| Shaker Financial Services, LLC | 74,942 | $1.52M | 0.56% | −218,442−74.5% | Reduced |
| Advisor Group Holdings, Inc. | 91,452 | $1.86M | 0.00% | +25,060+37.7% | Added |
| North Star Investment Management Corp. | 201,107 | $4.09M | 0.32% | +2,856+1.4% | Added |
| Wells Fargo & Company | 240,289 | $4.88M | 0.00% | +31,108+14.9% | Added |
| Advisors Asset Management, Inc. | 281,285 | $5.72M | 0.08% | +16,944+6.4% | Added |
| Royal Bank of Canada | 287,822 | $5.85M | 0.00% | +22,059+8.3% | Added |
| UBS Group AG | 299,555 | $6.09M | 0.00% | +9,992+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 314,794 | $6.40M | 0.01% | +7,834+2.6% | Added |
| Guggenheim Capital LLC | 416,725 | $8.47M | 0.05% | −25,360−5.7% | Reduced |
| Raymond James & Associates | 474,005 | $9.63M | 0.01% | −3,032−0.6% | Reduced |
| Exeter Financial, LLC | 468,941 | $9.69M | 5.62% | −14,153−2.9% | Reduced |
| Invesco Ltd. | 506,624 | $10.3M | 0.00% | +11,315+2.3% | Added |
| Morgan Stanley | 1,367,053 | $27.8M | 0.00% | +6,262+0.5% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −44,898−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −7,166−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −814−100.0% | Sold out |