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, Q4 2021
Institutional positions in First Trust Enhanced Equity Income Fund as of Dec 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
- 56
- +5 vs. Q3 2021
- Shares held
- 5.75M
- +112.9K (+2.0%) vs. Q3 2021
- Total value
- $122.2M
- +$11.2M (+10.1%) vs. Q3 2021
- New holders
- 11
- 25 more added
- Sold out
- 6
- 9 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 121 | $3.00K | 0.00% | +121 | New |
| Key Financial Inc | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $11.0K | 0.00% | −200−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 640 | $14.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 784 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 934 | $20.0K | 0.00% | +13+1.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,022 | $21.0K | 0.01% | +1,022 | New |
| Tilia Fiduciary Partners, Inc. | 1,000 | $21.0K | 0.02% | +1,000 | New |
| Confluence Wealth Services, Inc. | 1,215 | $25.0K | 0.01% | +1,215 | New |
| Geneos Wealth Management Inc. | 1,315 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,600 | $34.0K | 0.00% | +1,600 | New |
| Wagner Wealth Management, LLC | 1,835 | $39.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,632 | $56.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,225 | $111.0K | 0.00% | +5,225 | New |
| NEXT Financial Group, Inc | 6,206 | $132.0K | 0.01% | −272−4.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,806 | $145.0K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,832 | $188.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,256 | $218.0K | 0.04% | −825−7.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,238 | $218.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,746 | $229.0K | 0.18% | +10,746 | New |
| Benjamin F. Edwards & Company, Inc. | 10,896 | $232.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,254 | $240.0K | 0.01% | +20.0% | Added |
| B. Riley Wealth Management, Inc. | 11,650 | $248.0K | 0.02% | +11,650 | New |
| Cetera Advisor Networks LLC | 11,828 | $252.0K | 0.00% | +1,088+10.1% | Added |
| Bank of America Corp | 12,857 | $274.0K | 0.00% | +1,717+15.4% | Added |
| Rockefeller Capital Management L.P. | 14,179 | $301.0K | 0.00% | +13,608+2,383.2% | Added |
| HighTower Advisors, LLC | 15,304 | $326.0K | 0.00% | +15,304 | New |
| Raymond James Trust N.A. | 15,592 | $332.0K | 0.01% | −2,317−12.9% | Reduced |
| West Michigan Advisors, LLC | 15,931 | $339.0K | 0.25% | +15,931 | New |
| American Portfolios Advisors | 16,770 | $357.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,637 | $461.0K | 0.00% | +1,779+9.0% | Added |
| International Assets Investment Management, LLC | 22,176 | $472.0K | 0.08% | −2,300−9.4% | Reduced |
| 55I, LLC | 27,917 | $594.0K | 0.02% | +27,917 | New |
| Steward Partners Investment Advisory, LLC | 31,575 | $672.0K | 0.01% | +3,975+14.4% | Added |
| Commonwealth Equity Services, LLC | 31,777 | $676.0K | 0.00% | +676+2.2% | Added |
| Janney Montgomery Scott LLC | 40,600 | $864.0K | 0.00% | +1,163+2.9% | Added |
| LPL Financial LLC | 44,355 | $944.0K | 0.00% | +5,319+13.6% | Added |
| Spire Wealth Management | 54,019 | $1.15M | 0.03% | +690+1.3% | Added |
| Ameriprise Financial Inc | 57,608 | $1.23M | 0.00% | +134+0.2% | Added |
| 9258 Wealth Management, LLC | 63,883 | $1.36M | 0.31% | +150+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 71,057 | $1.46M | 0.43% | +3,044+4.5% | Added |
| Opal Wealth Advisors, LLC | 94,904 | $2.02M | 1.28% | +2,137+2.3% | Added |
| Advisor Group Holdings, Inc. | 98,358 | $2.10M | 0.00% | +1,770+1.8% | Added |
| Envestnet Asset Management Inc | 101,308 | $2.16M | 0.00% | +3,461+3.5% | Added |
| Shaker Financial Services, LLC | 105,859 | $2.25M | 0.80% | +79,859+307.2% | Added |
| North Star Investment Management Corp. | 207,366 | $4.42M | 0.31% | +3,817+1.9% | Added |
| Advisors Asset Management, Inc. | 267,671 | $5.70M | 0.08% | −7,158−2.6% | Reduced |
| Wells Fargo & Company | 270,919 | $5.77M | 0.00% | +25,255+10.3% | Added |
| Royal Bank of Canada | 292,450 | $6.23M | 0.00% | +840.0% | Added |
| UBS Group AG | 310,744 | $6.62M | 0.00% | +7,384+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 311,931 | $6.64M | 0.01% | +5,599+1.8% | Added |
| Guggenheim Capital LLC | 369,155 | $7.86M | 0.04% | −86,712−19.0% | Reduced |
| Raymond James & Associates | 402,291 | $8.56M | 0.01% | +12,350+3.2% | Added |
| Invesco Ltd. | 413,277 | $8.80M | 0.00% | −31,161−7.0% | Reduced |
| Exeter Financial, LLC | 449,304 | $9.42M | 5.16% | −11,009−2.4% | Reduced |
| Morgan Stanley | 1,379,870 | $29.4M | 0.00% | +15,330+1.1% | Added |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −15,075−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |