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 2023
Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2023. 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
- 61
- +1 vs. Q4 2022
- Shares held
- 5.69M
- −153.3K (−2.6%) vs. Q4 2022
- Total value
- $94.1M
- +$1.98M (+2.1%) vs. Q4 2022
- New holders
- 7
- 23 more added
- Sold out
- 6
- 18 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,440,600 | $23.8M | 0.00% | +21,675+1.5% | Added |
| Exeter Financial, LLC | 526,294 | $8.77M | 4.39% | +4,908+0.9% | Added |
| Wells Fargo & Company | 407,880 | $6.74M | 0.00% | +82,054+25.2% | Added |
| Shaker Financial Services, LLC | 352,707 | $5.83M | 2.55% | −206,664−36.9% | Reduced |
| UBS Group AG | 284,773 | $4.70M | 0.00% | +8,315+3.0% | Added |
| Karpus Management, Inc. | 282,130 | $4.66M | 0.15% | +6,584+2.4% | Added |
| Royal Bank of Canada | 271,102 | $4.48M | 0.00% | +168+0.1% | Added |
| Invesco Ltd. | 269,581 | $4.45M | 0.00% | −75,157−21.8% | Reduced |
| Raymond James & Associates | 254,534 | $4.20M | 0.00% | −4,922−1.9% | Reduced |
| Advisors Asset Management, Inc. | 241,288 | $3.99M | 0.08% | +5,162+2.2% | Added |
| North Star Investment Management Corp. | 204,185 | $3.37M | 0.28% | +3,550+1.8% | Added |
| Guggenheim Capital LLC | 143,773 | $2.38M | 0.02% | −61,602−30.0% | Reduced |
| Integrated Wealth Concepts LLC | 109,245 | $1.80M | 0.04% | +109,245 | New |
| Raymond James Financial Services Advisors, Inc. | 86,456 | $1.43M | 0.00% | +11,576+15.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 71,381 | $1.18M | 0.36% | −504−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 70,506 | $1.16M | 0.00% | +2,156+3.2% | Added |
| Envestnet Asset Management Inc | 64,514 | $1.07M | 0.00% | +10,462+19.4% | Added |
| 9258 Wealth Management, LLC | 54,564 | $901.4K | 0.18% | −81−0.1% | Reduced |
| LPL Financial LLC | 51,411 | $849.3K | 0.00% | +4,043+8.5% | Added |
| Opal Wealth Advisors, LLC | 38,471 | $635.5K | 0.37% | −1,591−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,058 | $612.2K | 0.01% | +455+1.2% | Added |
| Ameriprise Financial Inc | 36,644 | $605.4K | 0.00% | −366−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 35,500 | $586.0K | 0.00% | +189+0.5% | Added |
| Janney Montgomery Scott LLC | 29,290 | $484.0K | 0.00% | −389−1.3% | Reduced |
| Centurion Wealth Management LLC | 27,890 | $460.7K | 0.24% | +53+0.2% | Added |
| Spire Wealth Management | 27,890 | $460.7K | 0.02% | +25,184+930.7% | Added |
| Truist Financial Corp | 26,289 | $434.3K | 0.00% | +11,864+82.2% | Added |
| HighTower Advisors, LLC | 18,835 | $312.0K | 0.00% | −363−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,765 | $310.0K | 0.00% | +1,186+6.7% | Added |
| Raymond James Trust N.A. | 17,641 | $291.0K | 0.01% | +762+4.5% | Added |
| Kestra Private Wealth Services, LLC | 17,076 | $282.1K | 0.01% | +20.0% | Added |
| Aurora Private Wealth, Inc. | 14,585 | $241.0K | 0.26% | +287+2.0% | Added |
| International Assets Investment Management, LLC | 14,201 | $234.6K | 0.03% | −632−4.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 14,200 | $234.6K | 0.18% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 13,712 | $226.5K | 0.13% | −79−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 13,667 | $225.0K | 0.00% | −434−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,329 | $220.2K | 0.00% | −550−4.0% | Reduced |
| Buckingham Strategic Partners | 13,000 | $214.8K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 12,329 | $203.7K | 0.06% | −800−6.1% | Reduced |
| Bank of America Corp | 11,633 | $192.2K | 0.00% | −381−3.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,132 | $184.0K | 0.01% | +1,072+10.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,000 | $165.0K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 7,663 | $126.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,430 | $106.0K | 0.00% | +1,250+24.1% | Added |
| Elequin Capital LP | 1,924 | $31.8K | 0.02% | −6,034−75.8% | Reduced |
| Beacon Capital Management, LLC | 1,880 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,579 | $26.1K | 0.01% | +1,579 | New |
| Gradient Investments LLC | 1,101 | $18.2K | 0.00% | +1,101 | New |
| Belpointe Asset Management LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,000 | $16.5K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,007 | $15.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 968 | $15.0K | 0.00% | −2,269−70.1% | Reduced |
| Global Retirement Partners, LLC | 825 | $13.7K | 0.00% | +825 | New |
| Ameritas Advisory Services, LLC | 693 | $11.4K | 0.00% | +693 | New |
| GPS Wealth Strategies Group, LLC | 666 | $11.0K | 0.00% | +666 | New |
| AdvisorNet Financial, Inc | 600 | $9.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $8.26K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 497 | $8.21K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 232 | $3.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 185 | $3.06K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −115,084−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −117−100.0% | Sold out |