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 2022
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 0 vs. Q1 2022
- Shares held
- 5.65M
- +266.5K (+5.0%) vs. Q1 2022
- Total value
- $92.3M
- −$16.6M (−15.3%) vs. Q1 2022
- New holders
- 7
- 15 more added
- Sold out
- 7
- 19 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,406,496 | $23.0M | 0.00% | −2,851−0.2% | Reduced |
| Exeter Financial, LLC | 464,841 | $7.60M | 4.24% | −600−0.1% | Reduced |
| Raymond James & Associates | 325,201 | $5.31M | 0.01% | −77,379−19.2% | Reduced |
| Invesco Ltd. | 319,199 | $5.22M | 0.00% | −24,288−7.1% | Reduced |
| Wells Fargo & Company | 317,949 | $5.20M | 0.00% | +16,278+5.4% | Added |
| Royal Bank of Canada | 302,903 | $4.95M | 0.00% | +22,391+8.0% | Added |
| Advisors Asset Management, Inc. | 288,539 | $4.71M | 0.09% | +288,539 | New |
| UBS Group AG | 281,702 | $4.60M | 0.00% | −6,683−2.3% | Reduced |
| Guggenheim Capital LLC | 271,307 | $4.43M | 0.04% | −56,436−17.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 252,292 | $4.12M | 0.01% | −62,047−19.7% | Reduced |
| Shaker Financial Services, LLC | 245,717 | $4.01M | 1.95% | +245,717 | New |
| North Star Investment Management Corp. | 206,062 | $3.37M | 0.31% | +926+0.5% | Added |
| Envestnet Asset Management Inc | 125,381 | $2.05M | 0.00% | −16,964−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 97,114 | $1.59M | 0.01% | +23,145+31.3% | Added |
| Advisor Group Holdings, Inc. | 72,029 | $1.18M | 0.00% | +2,637+3.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,945 | $1.16M | 0.40% | −1,415−2.0% | Reduced |
| 9258 Wealth Management, LLC | 61,582 | $1.01M | 0.26% | −2,463−3.8% | Reduced |
| Ameriprise Financial Inc | 52,601 | $875.0K | 0.00% | −1,159−2.2% | Reduced |
| Opal Wealth Advisors, LLC | 45,438 | $742.0K | 0.49% | −43,234−48.8% | Reduced |
| LPL Financial LLC | 44,954 | $735.0K | 0.00% | +41+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 37,153 | $607.0K | 0.01% | +1,223+3.4% | Added |
| Commonwealth Equity Services, LLC | 36,629 | $598.0K | 0.00% | −301−0.8% | Reduced |
| Janney Montgomery Scott LLC | 34,913 | $581.0K | 0.00% | −3,065−8.1% | Reduced |
| Spire Wealth Management | 27,713 | $453.0K | 0.02% | −27,049−49.4% | Reduced |
| Wolverine Asset Management LLC | 26,529 | $433.0K | 0.01% | +26,529 | New |
| Cambridge Investment Research Advisors, Inc. | 18,275 | $299.0K | 0.00% | −2,464−11.9% | Reduced |
| Raymond James Trust N.A. | 16,879 | $276.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 16,770 | $274.0K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 16,500 | $270.0K | 0.24% | +16,500 | New |
| HighTower Advisors, LLC | 15,529 | $254.0K | 0.00% | +125+0.8% | Added |
| West Michigan Advisors, LLC | 15,231 | $249.0K | 0.21% | +56+0.4% | Added |
| Kestra Private Wealth Services, LLC | 15,258 | $249.0K | 0.01% | +2,702+21.5% | Added |
| B. Riley Wealth Management, Inc. | 14,814 | $242.0K | 0.02% | +1,064+7.7% | Added |
| Bank of America Corp | 14,219 | $233.0K | 0.00% | +311+2.2% | Added |
| Atria Wealth Solutions, Inc. | 13,879 | $227.0K | 0.00% | −244−1.7% | Reduced |
| Buckingham Strategic Partners | 13,000 | $212.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,746 | $176.0K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,327 | $169.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,176 | $166.0K | 0.03% | −80−0.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,909 | $113.0K | 0.06% | +6,909 | New |
| CWM, LLC | 5,563 | $91.0K | 0.00% | +338+6.5% | Added |
| Prospera Financial Services Inc | 4,203 | $69.0K | 0.00% | +3,028+257.7% | Added |
| IFP Advisors, Inc | 4,331 | $67.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $38.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,138 | $35.0K | 0.00% | −494−18.8% | Reduced |
| Wagner Wealth Management, LLC | 1,890 | $31.0K | 0.02% | +1,890 | New |
| Geneos Wealth Management Inc. | 1,315 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,000 | $16.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 967 | $16.0K | 0.00% | +18+1.9% | Added |
| FourThought Financial, LLC | 784 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 640 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| Key Financial Inc | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| 55I, LLC | 0 | $0 | 0.00% | −27,854−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −14,485−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −8,832−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |