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 2022
Institutional positions in First Trust Enhanced Equity Income Fund as of Sep 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
- 56
- +4 vs. Q2 2022
- Shares held
- 5.67M
- +37.9K (+0.7%) vs. Q2 2022
- Total value
- $83.3M
- −$8.76M (−9.5%) vs. Q2 2022
- New holders
- 8
- 15 more added
- Sold out
- 4
- 20 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,388,524 | $20.4M | 0.00% | −17,972−1.3% | Reduced |
| Shaker Financial Services, LLC | 517,265 | $7.60M | 3.75% | +271,548+110.5% | Added |
| Exeter Financial, LLC | 510,456 | $7.50M | 4.35% | +45,615+9.8% | Added |
| Wells Fargo & Company | 334,188 | $4.91M | 0.00% | +16,239+5.1% | Added |
| Invesco Ltd. | 314,754 | $4.62M | 0.00% | −4,445−1.4% | Reduced |
| Raymond James & Associates | 311,892 | $4.58M | 0.00% | −13,309−4.1% | Reduced |
| UBS Group AG | 282,783 | $4.15M | 0.00% | +1,081+0.4% | Added |
| Royal Bank of Canada | 278,478 | $4.09M | 0.00% | −24,425−8.1% | Reduced |
| Advisors Asset Management, Inc. | 236,231 | $3.47M | 0.07% | −52,308−18.1% | Reduced |
| Guggenheim Capital LLC | 219,449 | $3.22M | 0.03% | −51,858−19.1% | Reduced |
| North Star Investment Management Corp. | 208,356 | $3.06M | 0.30% | +2,294+1.1% | Added |
| Envestnet Asset Management Inc | 154,560 | $2.27M | 0.00% | +29,179+23.3% | Added |
| Wolverine Asset Management LLC | 108,835 | $1.60M | 0.02% | +82,306+310.2% | Added |
| Rockefeller Capital Management L.P. | 93,241 | $1.37M | 0.01% | −3,873−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,845 | $1.14M | 0.00% | −174,447−69.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 73,311 | $1.08M | 0.38% | +2,366+3.3% | Added |
| Advisor Group Holdings, Inc. | 71,793 | $1.05M | 0.00% | −236−0.3% | Reduced |
| 9258 Wealth Management, LLC | 58,474 | $859.0K | 0.22% | −3,108−5.0% | Reduced |
| LPL Financial LLC | 46,207 | $679.0K | 0.00% | +1,253+2.8% | Added |
| Commonwealth Equity Services, LLC | 37,974 | $557.0K | 0.00% | +1,345+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 37,353 | $549.0K | 0.01% | +200+0.5% | Added |
| Ameriprise Financial Inc | 33,356 | $490.0K | 0.00% | −19,245−36.6% | Reduced |
| Janney Montgomery Scott LLC | 32,913 | $484.0K | 0.00% | −2,000−5.7% | Reduced |
| Kestra Private Wealth Services, LLC | 17,071 | $251.0K | 0.01% | +1,813+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,035 | $250.0K | 0.00% | −1,240−6.8% | Reduced |
| Raymond James Trust N.A. | 16,879 | $248.0K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 16,500 | $248.0K | 0.22% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 14,000 | $206.0K | 0.10% | +14,000 | New |
| Atria Wealth Solutions, Inc. | 13,879 | $204.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,855 | $204.0K | 0.00% | +13,855 | New |
| HighTower Advisors, LLC | 13,674 | $199.0K | 0.00% | −1,855−11.9% | Reduced |
| West Michigan Advisors, LLC | 13,545 | $199.0K | 0.17% | −1,686−11.1% | Reduced |
| Buckingham Strategic Partners | 13,000 | $191.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 11,891 | $174.0K | 0.00% | −2,328−16.4% | Reduced |
| Doliver Advisors, LP | 11,629 | $171.0K | 0.06% | +11,629 | New |
| Benjamin F. Edwards & Company, Inc. | 10,254 | $151.0K | 0.01% | −73−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,176 | $149.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,127 | $149.0K | 0.03% | +10,127 | New |
| West Bancorporation Inc | 9,196 | $135.0K | 0.10% | −1,550−14.4% | Reduced |
| American Portfolios Advisors | 5,893 | $86.6K | 0.00% | −10,877−64.9% | Reduced |
| CWM, LLC | 5,799 | $85.0K | 0.00% | +236+4.2% | Added |
| IFP Advisors, Inc | 4,331 | $67.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,652 | $39.0K | 0.00% | −25,061−90.4% | Reduced |
| Beacon Capital Management, LLC | 1,880 | $31.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,138 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,927 | $28.0K | 0.02% | +37+2.0% | Added |
| JPMorgan Chase & Co | 1,297 | $19.0K | 0.00% | +1,297 | New |
| FinTrust Capital Advisors, LLC | 987 | $15.0K | 0.00% | +20+2.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,000 | $15.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 784 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 640 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 581 | $9.00K | 0.00% | +581 | New |
| AdvisorNet Financial, Inc | 600 | $9.00K | 0.00% | +600 | New |
| Harbour Investments, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −45,438−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |