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 2022
Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2022. 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
- 53
- −1 vs. Q4 2021
- Shares held
- 5.38M
- −361.1K (−6.3%) vs. Q4 2021
- Total value
- $109.0M
- −$13.1M (−10.8%) vs. Q4 2021
- New holders
- 7
- 20 more added
- Sold out
- 8
- 14 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,409,347 | $28.5M | 0.00% | +29,477+2.1% | Added |
| Exeter Financial, LLC | 465,441 | $9.43M | 5.11% | +16,137+3.6% | Added |
| Raymond James & Associates | 402,580 | $8.15M | 0.01% | +289+0.1% | Added |
| Invesco Ltd. | 343,487 | $6.96M | 0.00% | −69,790−16.9% | Reduced |
| Guggenheim Capital LLC | 327,743 | $6.64M | 0.04% | −41,412−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 314,339 | $6.37M | 0.01% | +2,408+0.8% | Added |
| Wells Fargo & Company | 301,671 | $6.11M | 0.00% | +30,752+11.4% | Added |
| UBS Group AG | 288,385 | $5.84M | 0.00% | −22,359−7.2% | Reduced |
| Royal Bank of Canada | 280,512 | $5.68M | 0.00% | −11,938−4.1% | Reduced |
| North Star Investment Management Corp. | 205,136 | $4.15M | 0.32% | −2,230−1.1% | Reduced |
| Envestnet Asset Management Inc | 142,345 | $2.88M | 0.00% | +41,037+40.5% | Added |
| Opal Wealth Advisors, LLC | 88,672 | $1.80M | 1.56% | −6,232−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 73,969 | $1.50M | 0.01% | +59,790+421.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 72,360 | $1.47M | 0.43% | +1,303+1.8% | Added |
| Advisor Group Holdings, Inc. | 69,392 | $1.39M | 0.00% | −28,966−29.4% | Reduced |
| 9258 Wealth Management, LLC | 64,045 | $1.30M | 0.30% | +162+0.3% | Added |
| Spire Wealth Management | 54,762 | $1.11M | 0.03% | +743+1.4% | Added |
| Ameriprise Financial Inc | 53,760 | $1.09M | 0.00% | −3,848−6.7% | Reduced |
| LPL Financial LLC | 44,913 | $909.0K | 0.00% | +558+1.3% | Added |
| Janney Montgomery Scott LLC | 37,978 | $769.0K | 0.00% | −2,622−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 36,930 | $747.0K | 0.00% | +5,153+16.2% | Added |
| Steward Partners Investment Advisory, LLC | 35,930 | $728.0K | 0.01% | +4,355+13.8% | Added |
| 55I, LLC | 27,854 | $564.0K | 0.01% | −63−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,739 | $420.0K | 0.00% | −898−4.2% | Reduced |
| Raymond James Trust N.A. | 16,879 | $342.0K | 0.01% | +1,287+8.3% | Added |
| American Portfolios Advisors | 16,770 | $339.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,404 | $313.0K | 0.00% | +100+0.7% | Added |
| West Michigan Advisors, LLC | 15,175 | $307.0K | 0.22% | −756−4.7% | Reduced |
| International Assets Investment Management, LLC | 14,485 | $293.0K | 0.05% | −7,691−34.7% | Reduced |
| Atria Wealth Solutions, Inc. | 14,123 | $286.0K | 0.00% | +14,123 | New |
| Bank of America Corp | 13,908 | $281.0K | 0.00% | +1,051+8.2% | Added |
| B. Riley Wealth Management, Inc. | 13,750 | $278.0K | 0.02% | +2,100+18.0% | Added |
| Buckingham Strategic Partners | 13,000 | $263.0K | 0.03% | +13,000 | New |
| Kestra Private Wealth Services, LLC | 12,556 | $254.0K | 0.01% | +1,302+11.6% | Added |
| West Bancorporation Inc | 10,746 | $218.0K | 0.14% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 10,536 | $213.0K | 0.02% | +298+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,327 | $209.0K | 0.01% | −569−5.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,256 | $208.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,832 | $178.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,225 | $106.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,331 | $67.0K | 0.00% | +4,331 | New |
| The PNC Financial Services Group, Inc. | 2,632 | $53.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $38.0K | 0.01% | +1,880 | New |
| Clearstead Advisors, LLC | 1,600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,315 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,242 | $25.0K | 0.00% | +1,242 | New |
| Prospera Financial Services Inc | 1,175 | $24.0K | 0.00% | +1,175 | New |
| Tilia Fiduciary Partners, Inc. | 1,000 | $20.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 949 | $19.0K | 0.00% | +15+1.6% | Added |
| FourThought Financial, LLC | 784 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 640 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 600 | $12.0K | 0.00% | +600 | New |
| Key Financial Inc | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −267,671−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −105,859−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,828−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −6,806−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |