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, Q3 2021
Institutional positions in First Trust Enhanced Equity Income Fund as of Sep 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
- 51
- 0 vs. Q2 2021
- Shares held
- 5.64M
- −56.8K (−1.0%) vs. Q2 2021
- Total value
- $111.1M
- −$4.81M (−4.1%) vs. Q2 2021
- New holders
- 4
- 23 more added
- Sold out
- 4
- 13 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 204 | $4.00K | 0.00% | +204 | New |
| Arkadios Wealth Advisors | 328 | $6.00K | 0.00% | −908−73.5% | Reduced |
| Phoenix Wealth Advisors | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 571 | $11.0K | 0.00% | +9+1.6% | Added |
| 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 |
| FinTrust Capital Advisors, LLC | 921 | $18.0K | 0.00% | +14+1.5% | Added |
| Geneos Wealth Management Inc. | 1,315 | $26.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,323 | $26.0K | 0.00% | +602+83.5% | Added |
| Wagner Wealth Management, LLC | 1,835 | $39.0K | 0.03% | +56+3.1% | Added |
| The PNC Financial Services Group, Inc. | 2,632 | $52.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,478 | $128.0K | 0.01% | +448+7.4% | Added |
| Total Clarity Wealth Management, Inc. | 6,806 | $134.0K | 0.06% | +6,806 | New |
| Koshinski Asset Management, Inc. | 8,832 | $174.0K | 0.02% | +8,832 | New |
| Kovitz Investment Group Partners, LLC | 10,000 | $197.0K | 0.00% | +10,000 | New |
| Laurel Wealth Advisors, Inc. | 10,238 | $202.0K | 0.04% | −470−4.4% | Reduced |
| Cetera Advisor Networks LLC | 10,740 | $212.0K | 0.00% | +760+7.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,896 | $215.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,081 | $218.0K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 11,140 | $219.0K | 0.00% | +55+0.5% | Added |
| Kestra Private Wealth Services, LLC | 11,252 | $222.0K | 0.01% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 15,075 | $297.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 16,770 | $330.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 17,909 | $352.0K | 0.01% | −663−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,858 | $391.0K | 0.00% | +90.0% | Added |
| International Assets Investment Management, LLC | 24,476 | $482.0K | 0.09% | +735+3.1% | Added |
| Shaker Financial Services, LLC | 26,000 | $512.0K | 0.20% | −48,942−65.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,600 | $544.0K | 0.01% | +21,600+360.0% | Added |
| Commonwealth Equity Services, LLC | 31,101 | $612.0K | 0.00% | −211−0.7% | Reduced |
| LPL Financial LLC | 39,036 | $769.0K | 0.00% | +7,608+24.2% | Added |
| Janney Montgomery Scott LLC | 39,437 | $777.0K | 0.00% | +705+1.8% | Added |
| Spire Wealth Management | 53,329 | $1.05M | 0.03% | +203+0.4% | Added |
| Ameriprise Financial Inc | 57,474 | $1.13M | 0.00% | +1,849+3.3% | Added |
| 9258 Wealth Management, LLC | 63,733 | $1.26M | 0.34% | −80−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 68,013 | $1.34M | 0.41% | −2,824−4.0% | Reduced |
| Opal Wealth Advisors, LLC | 92,767 | $1.83M | 1.76% | +41,673+81.6% | Added |
| Advisor Group Holdings, Inc. | 96,588 | $1.90M | 0.00% | +5,136+5.6% | Added |
| Envestnet Asset Management Inc | 97,847 | $1.93M | 0.00% | +43,523+80.1% | Added |
| North Star Investment Management Corp. | 203,549 | $4.01M | 0.33% | +2,442+1.2% | Added |
| Wells Fargo & Company | 245,664 | $4.84M | 0.00% | +5,375+2.2% | Added |
| Advisors Asset Management, Inc. | 274,829 | $5.41M | 0.08% | −6,456−2.3% | Reduced |
| Royal Bank of Canada | 292,366 | $5.76M | 0.00% | +4,544+1.6% | Added |
| UBS Group AG | 303,360 | $5.98M | 0.00% | +3,805+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 306,332 | $6.04M | 0.01% | −8,462−2.7% | Reduced |
| Raymond James & Associates | 389,941 | $7.68M | 0.01% | −84,064−17.7% | Reduced |
| Invesco Ltd. | 444,438 | $8.76M | 0.00% | −62,186−12.3% | Reduced |
| Guggenheim Capital LLC | 455,867 | $8.98M | 0.05% | +39,142+9.4% | Added |
| Exeter Financial, LLC | 460,313 | $9.07M | 5.42% | −8,628−1.8% | Reduced |
| Morgan Stanley | 1,364,540 | $26.9M | 0.00% | −2,513−0.2% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −22,573−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |