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 2022
Institutional positions in First Trust Enhanced Equity Income Fund as of Dec 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
- 60
- +6 vs. Q3 2022
- Shares held
- 5.84M
- +176.8K (+3.1%) vs. Q3 2022
- Total value
- $92.1M
- +$8.84M (+10.6%) vs. Q3 2022
- New holders
- 13
- 19 more added
- Sold out
- 7
- 20 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,418,925 | $22.4M | 0.00% | +30,401+2.2% | Added |
| Shaker Financial Services, LLC | 559,371 | $8.82M | 4.13% | +42,106+8.1% | Added |
| Exeter Financial, LLC | 521,386 | $8.22M | 4.28% | +10,930+2.1% | Added |
| Invesco Ltd. | 344,738 | $5.43M | 0.00% | +29,984+9.5% | Added |
| Wells Fargo & Company | 325,826 | $5.14M | 0.00% | −8,362−2.5% | Reduced |
| UBS Group AG | 276,458 | $4.36M | 0.00% | −6,325−2.2% | Reduced |
| Karpus Management, Inc. | 275,546 | $4.34M | 0.15% | +275,546 | New |
| Royal Bank of Canada | 270,934 | $4.27M | 0.00% | −7,544−2.7% | Reduced |
| Raymond James & Associates | 259,456 | $4.09M | 0.00% | −52,436−16.8% | Reduced |
| Advisors Asset Management, Inc. | 236,126 | $3.72M | 0.08% | −1050.0% | Reduced |
| Guggenheim Capital LLC | 205,375 | $3.24M | 0.03% | −14,074−6.4% | Reduced |
| North Star Investment Management Corp. | 200,635 | $3.16M | 0.28% | −7,721−3.7% | Reduced |
| Wolverine Asset Management LLC | 115,084 | $1.81M | 0.03% | +6,249+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 74,880 | $1.18M | 0.00% | −2,965−3.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 71,885 | $1.13M | 0.37% | −1,426−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 68,350 | $1.08M | 0.00% | −3,443−4.8% | Reduced |
| 9258 Wealth Management, LLC | 54,645 | $861.2K | 0.19% | −3,829−6.5% | Reduced |
| Envestnet Asset Management Inc | 54,052 | $851.9K | 0.00% | −100,508−65.0% | Reduced |
| LPL Financial LLC | 47,368 | $746.5K | 0.00% | +1,161+2.5% | Added |
| Opal Wealth Advisors, LLC | 40,062 | $631.4K | 0.35% | +40,062 | New |
| Ameriprise Financial Inc | 37,010 | $583.0K | 0.00% | +3,654+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 36,603 | $576.9K | 0.01% | −750−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 35,311 | $556.0K | 0.00% | −2,663−7.0% | Reduced |
| Janney Montgomery Scott LLC | 29,679 | $468.0K | 0.00% | −3,234−9.8% | Reduced |
| Centurion Wealth Management LLC | 27,837 | $438.7K | 0.25% | +27,837 | New |
| HighTower Advisors, LLC | 19,198 | $303.0K | 0.00% | +5,524+40.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,579 | $277.0K | 0.00% | +544+3.2% | Added |
| Kestra Private Wealth Services, LLC | 17,074 | $269.1K | 0.01% | +30.0% | Added |
| Raymond James Trust N.A. | 16,879 | $266.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,833 | $233.8K | 0.02% | +4,706+46.5% | Added |
| Truist Financial Corp | 14,425 | $227.3K | 0.00% | +570+4.1% | Added |
| Aurora Private Wealth, Inc. | 14,298 | $225.0K | 0.26% | +298+2.1% | Added |
| Buttonwood Financial Advisors Inc. | 14,200 | $223.8K | 0.19% | −2,300−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 14,101 | $222.0K | 0.00% | −79,140−84.9% | Reduced |
| Atria Wealth Solutions, Inc. | 13,879 | $218.7K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 13,791 | $217.3K | 0.16% | +246+1.8% | Added |
| Doliver Advisors, LP | 13,129 | $206.9K | 0.07% | +1,500+12.9% | Added |
| Buckingham Strategic Partners | 13,000 | $204.9K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 12,014 | $189.3K | 0.00% | +123+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,060 | $159.0K | 0.01% | −194−1.9% | Reduced |
| Elequin Capital LP | 7,958 | $125.4K | 0.04% | +7,958 | New |
| The PNC Financial Services Group, Inc. | 7,663 | $120.8K | 0.00% | +5,525+258.4% | Added |
| CWM, LLC | 5,180 | $82.0K | 0.00% | −619−10.7% | Reduced |
| IFP Advisors, Inc | 3,237 | $50.0K | 0.00% | −1,094−25.3% | Reduced |
| Spire Wealth Management | 2,706 | $43.0K | 0.00% | +54+2.0% | Added |
| Beacon Capital Management, LLC | 1,880 | $29.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,300 | $20.5K | 0.00% | +1,300 | New |
| FinTrust Capital Advisors, LLC | 1,007 | $15.9K | 0.00% | +20+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,000 | $15.8K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,000 | $15.8K | 0.00% | +1,000 | New |
| Romano Brothers and Company | 800 | $12.6K | 0.00% | +800 | New |
| AdvisorNet Financial, Inc | 600 | $9.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $7.88K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 497 | $7.83K | 0.00% | +497 | New |
| Proequities, Inc. | 232 | $3.66K | 0.00% | +232 | New |
| Key Financial Inc | 218 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 185 | $2.92K | 0.00% | +185 | New |
| GWM Advisors LLC | 130 | $2.05K | 0.00% | +130 | New |
| Coppell Advisory Solutions LLC | 117 | $1.84K | 0.00% | +117 | New |
| Coppell Advisory Solutions Corp. | 117 | $1.84K | 0.00% | +117 | New |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −9,196−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |