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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 117 | $1.84K | 0.00% | +117 | New |
| Coppell Advisory Solutions Corp. | 117 | $1.84K | 0.00% | +117 | New |
| GWM Advisors LLC | 130 | $2.05K | 0.00% | +130 | New |
| Cary Street Partner Investment Advisory LLC | 185 | $2.92K | 0.00% | +185 | New |
| Key Financial Inc | 218 | $3.20K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 232 | $3.66K | 0.00% | +232 | New |
| Advisory Services Network, LLC | 497 | $7.83K | 0.00% | +497 | New |
| Harbour Investments, Inc. | 500 | $7.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $9.46K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 800 | $12.6K | 0.00% | +800 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 1,007 | $15.9K | 0.00% | +20+2.0% | Added |
| Money Concepts Capital Corp | 1,300 | $20.5K | 0.00% | +1,300 | New |
| Beacon Capital Management, LLC | 1,880 | $29.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,706 | $43.0K | 0.00% | +54+2.0% | Added |
| IFP Advisors, Inc | 3,237 | $50.0K | 0.00% | −1,094−25.3% | Reduced |
| CWM, LLC | 5,180 | $82.0K | 0.00% | −619−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,663 | $120.8K | 0.00% | +5,525+258.4% | Added |
| Elequin Capital LP | 7,958 | $125.4K | 0.04% | +7,958 | New |
| Benjamin F. Edwards & Company, Inc. | 10,060 | $159.0K | 0.01% | −194−1.9% | Reduced |
| Bank of America Corp | 12,014 | $189.3K | 0.00% | +123+1.0% | Added |
| Buckingham Strategic Partners | 13,000 | $204.9K | 0.02% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,129 | $206.9K | 0.07% | +1,500+12.9% | Added |
| West Michigan Advisors, LLC | 13,791 | $217.3K | 0.16% | +246+1.8% | Added |
| Atria Wealth Solutions, Inc. | 13,879 | $218.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,101 | $222.0K | 0.00% | −79,140−84.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 14,200 | $223.8K | 0.19% | −2,300−13.9% | Reduced |
| Aurora Private Wealth, Inc. | 14,298 | $225.0K | 0.26% | +298+2.1% | Added |
| Truist Financial Corp | 14,425 | $227.3K | 0.00% | +570+4.1% | Added |
| International Assets Investment Management, LLC | 14,833 | $233.8K | 0.02% | +4,706+46.5% | Added |
| Raymond James Trust N.A. | 16,879 | $266.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,074 | $269.1K | 0.01% | +30.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,579 | $277.0K | 0.00% | +544+3.2% | Added |
| HighTower Advisors, LLC | 19,198 | $303.0K | 0.00% | +5,524+40.4% | Added |
| Centurion Wealth Management LLC | 27,837 | $438.7K | 0.25% | +27,837 | New |
| Janney Montgomery Scott LLC | 29,679 | $468.0K | 0.00% | −3,234−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 35,311 | $556.0K | 0.00% | −2,663−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,603 | $576.9K | 0.01% | −750−2.0% | Reduced |
| Ameriprise Financial Inc | 37,010 | $583.0K | 0.00% | +3,654+11.0% | Added |
| Opal Wealth Advisors, LLC | 40,062 | $631.4K | 0.35% | +40,062 | New |
| LPL Financial LLC | 47,368 | $746.5K | 0.00% | +1,161+2.5% | Added |
| Envestnet Asset Management Inc | 54,052 | $851.9K | 0.00% | −100,508−65.0% | Reduced |
| 9258 Wealth Management, LLC | 54,645 | $861.2K | 0.19% | −3,829−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 68,350 | $1.08M | 0.00% | −3,443−4.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 71,885 | $1.13M | 0.37% | −1,426−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 74,880 | $1.18M | 0.00% | −2,965−3.8% | Reduced |
| Wolverine Asset Management LLC | 115,084 | $1.81M | 0.03% | +6,249+5.7% | Added |
| North Star Investment Management Corp. | 200,635 | $3.16M | 0.28% | −7,721−3.7% | Reduced |
| Guggenheim Capital LLC | 205,375 | $3.24M | 0.03% | −14,074−6.4% | Reduced |
| Advisors Asset Management, Inc. | 236,126 | $3.72M | 0.08% | −1050.0% | Reduced |
| Raymond James & Associates | 259,456 | $4.09M | 0.00% | −52,436−16.8% | Reduced |
| Royal Bank of Canada | 270,934 | $4.27M | 0.00% | −7,544−2.7% | Reduced |
| Karpus Management, Inc. | 275,546 | $4.34M | 0.15% | +275,546 | New |
| UBS Group AG | 276,458 | $4.36M | 0.00% | −6,325−2.2% | Reduced |
| Wells Fargo & Company | 325,826 | $5.14M | 0.00% | −8,362−2.5% | Reduced |
| Invesco Ltd. | 344,738 | $5.43M | 0.00% | +29,984+9.5% | Added |
| Exeter Financial, LLC | 521,386 | $8.22M | 4.28% | +10,930+2.1% | Added |
| Shaker Financial Services, LLC | 559,371 | $8.82M | 4.13% | +42,106+8.1% | Added |
| Morgan Stanley | 1,418,925 | $22.4M | 0.00% | +30,401+2.2% | Added |
| 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 |