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