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 |
|---|---|---|---|---|---|
| Key Financial Inc | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 600 | $12.0K | 0.00% | +600 | New |
| GPS Wealth Strategies Group, LLC | 640 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 784 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 949 | $19.0K | 0.00% | +15+1.6% | Added |
| Tilia Fiduciary Partners, Inc. | 1,000 | $20.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,175 | $24.0K | 0.00% | +1,175 | New |
| Tradition Wealth Management, LLC | 1,242 | $25.0K | 0.00% | +1,242 | New |
| Geneos Wealth Management Inc. | 1,315 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $38.0K | 0.01% | +1,880 | New |
| The PNC Financial Services Group, Inc. | 2,632 | $53.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,331 | $67.0K | 0.00% | +4,331 | New |
| CWM, LLC | 5,225 | $106.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,832 | $178.8K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,256 | $208.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,327 | $209.0K | 0.01% | −569−5.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,536 | $213.0K | 0.02% | +298+2.9% | Added |
| West Bancorporation Inc | 10,746 | $218.0K | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,556 | $254.0K | 0.01% | +1,302+11.6% | Added |
| Buckingham Strategic Partners | 13,000 | $263.0K | 0.03% | +13,000 | New |
| B. Riley Wealth Management, Inc. | 13,750 | $278.0K | 0.02% | +2,100+18.0% | Added |
| Bank of America Corp | 13,908 | $281.0K | 0.00% | +1,051+8.2% | Added |
| Atria Wealth Solutions, Inc. | 14,123 | $286.0K | 0.00% | +14,123 | New |
| International Assets Investment Management, LLC | 14,485 | $293.0K | 0.05% | −7,691−34.7% | Reduced |
| West Michigan Advisors, LLC | 15,175 | $307.0K | 0.22% | −756−4.7% | Reduced |
| HighTower Advisors, LLC | 15,404 | $313.0K | 0.00% | +100+0.7% | Added |
| American Portfolios Advisors | 16,770 | $339.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,879 | $342.0K | 0.01% | +1,287+8.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,739 | $420.0K | 0.00% | −898−4.2% | Reduced |
| 55I, LLC | 27,854 | $564.0K | 0.01% | −63−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,930 | $728.0K | 0.01% | +4,355+13.8% | Added |
| Commonwealth Equity Services, LLC | 36,930 | $747.0K | 0.00% | +5,153+16.2% | Added |
| Janney Montgomery Scott LLC | 37,978 | $769.0K | 0.00% | −2,622−6.5% | Reduced |
| LPL Financial LLC | 44,913 | $909.0K | 0.00% | +558+1.3% | Added |
| Ameriprise Financial Inc | 53,760 | $1.09M | 0.00% | −3,848−6.7% | Reduced |
| Spire Wealth Management | 54,762 | $1.11M | 0.03% | +743+1.4% | Added |
| 9258 Wealth Management, LLC | 64,045 | $1.30M | 0.30% | +162+0.3% | Added |
| Advisor Group Holdings, Inc. | 69,392 | $1.39M | 0.00% | −28,966−29.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 72,360 | $1.47M | 0.43% | +1,303+1.8% | Added |
| Rockefeller Capital Management L.P. | 73,969 | $1.50M | 0.01% | +59,790+421.7% | Added |
| Opal Wealth Advisors, LLC | 88,672 | $1.80M | 1.56% | −6,232−6.6% | Reduced |
| Envestnet Asset Management Inc | 142,345 | $2.88M | 0.00% | +41,037+40.5% | Added |
| North Star Investment Management Corp. | 205,136 | $4.15M | 0.32% | −2,230−1.1% | Reduced |
| Royal Bank of Canada | 280,512 | $5.68M | 0.00% | −11,938−4.1% | Reduced |
| UBS Group AG | 288,385 | $5.84M | 0.00% | −22,359−7.2% | Reduced |
| Wells Fargo & Company | 301,671 | $6.11M | 0.00% | +30,752+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 314,339 | $6.37M | 0.01% | +2,408+0.8% | Added |
| Guggenheim Capital LLC | 327,743 | $6.64M | 0.04% | −41,412−11.2% | Reduced |
| Invesco Ltd. | 343,487 | $6.96M | 0.00% | −69,790−16.9% | Reduced |
| Raymond James & Associates | 402,580 | $8.15M | 0.01% | +289+0.1% | Added |
| Exeter Financial, LLC | 465,441 | $9.43M | 5.11% | +16,137+3.6% | Added |
| Morgan Stanley | 1,409,347 | $28.5M | 0.00% | +29,477+2.1% | Added |
| 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 |