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, Q2 2023
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 55
- −5 vs. Q1 2023
- Shares held
- 5.62M
- −65.3K (−1.1%) vs. Q1 2023
- Total value
- $98.6M
- +$4.53M (+4.8%) vs. Q1 2023
- New holders
- 4
- 21 more added
- Sold out
- 9
- 17 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 117 | $2.03K | 0.00% | +117 | New |
| Cary Street Partner Investment Advisory LLC | 185 | $3.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $3.82K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 232 | $4.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $10.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 677 | $11.9K | 0.00% | +11+1.7% | Added |
| Global Retirement Partners, LLC | 825 | $14.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 968 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,007 | $15.9K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,000 | $17.5K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,258 | $22.1K | 0.00% | +1,258 | New |
| Beacon Capital Management, LLC | 1,880 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,430 | $113.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,786 | $189.1K | 0.00% | −847−7.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,853 | $190.0K | 0.01% | −279−2.5% | Reduced |
| Stifel Financial Corp | 10,864 | $190.4K | 0.00% | +10,864 | New |
| Rockefeller Capital Management L.P. | 12,177 | $213.5K | 0.00% | −1,490−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,243 | $214.6K | 0.00% | +4,580+59.8% | Added |
| Buckingham Strategic Partners | 13,000 | $227.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,329 | $233.7K | 0.00% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 13,769 | $241.4K | 0.15% | −431−3.0% | Reduced |
| International Assets Investment Management, LLC | 14,554 | $255.1K | 0.03% | +353+2.5% | Added |
| Aurora Private Wealth, Inc. | 14,862 | $261.0K | 0.30% | +277+1.9% | Added |
| Kestra Private Wealth Services, LLC | 17,123 | $300.2K | 0.01% | +47+0.3% | Added |
| HighTower Advisors, LLC | 18,966 | $331.0K | 0.00% | +131+0.7% | Added |
| Raymond James Trust N.A. | 24,669 | $432.0K | 0.01% | +7,028+39.8% | Added |
| Truist Financial Corp | 26,742 | $468.8K | 0.00% | +453+1.7% | Added |
| Spire Wealth Management | 27,940 | $489.8K | 0.02% | +50+0.2% | Added |
| Centurion Wealth Management LLC | 27,940 | $489.8K | 0.24% | +50+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,978 | $490.0K | 0.00% | +9,213+49.1% | Added |
| Janney Montgomery Scott LLC | 29,464 | $517.0K | 0.00% | +174+0.6% | Added |
| Cornerstone Advisors, LLC | 29,985 | $525.6K | 0.03% | +29,985 | New |
| Ameriprise Financial Inc | 36,351 | $637.3K | 0.00% | −293−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 36,578 | $641.0K | 0.00% | +1,078+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 37,058 | $649.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 37,762 | $662.0K | 0.33% | −709−1.8% | Reduced |
| 9258 Wealth Management, LLC | 49,640 | $870.2K | 0.16% | −4,924−9.0% | Reduced |
| LPL Financial LLC | 56,117 | $983.7K | 0.00% | +4,706+9.2% | Added |
| Envestnet Asset Management Inc | 63,991 | $1.12M | 0.00% | −523−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 67,814 | $1.19M | 0.00% | −2,692−3.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,330 | $1.23M | 0.37% | −1,051−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 75,180 | $1.32M | 0.00% | −11,276−13.0% | Reduced |
| Integrated Wealth Concepts LLC | 98,834 | $1.73M | 0.03% | −10,411−9.5% | Reduced |
| Shaker Financial Services, LLC | 152,780 | $2.68M | 1.17% | −199,927−56.7% | Reduced |
| Guggenheim Capital LLC | 204,330 | $3.58M | 0.03% | +60,557+42.1% | Added |
| North Star Investment Management Corp. | 206,325 | $3.62M | 0.29% | +2,140+1.0% | Added |
| Advisors Asset Management, Inc. | 226,746 | $3.97M | 0.08% | −14,542−6.0% | Reduced |
| Raymond James & Associates | 245,127 | $4.30M | 0.00% | −9,407−3.7% | Reduced |
| Invesco Ltd. | 252,175 | $4.42M | 0.00% | −17,406−6.5% | Reduced |
| UBS Group AG | 267,545 | $4.69M | 0.00% | −17,228−6.0% | Reduced |
| Royal Bank of Canada | 271,649 | $4.76M | 0.00% | +547+0.2% | Added |
| Karpus Management, Inc. | 313,724 | $5.50M | 0.17% | +31,594+11.2% | Added |
| Wells Fargo & Company | 500,119 | $8.77M | 0.00% | +92,239+22.6% | Added |
| Exeter Financial, LLC | 528,706 | $9.27M | 4.78% | +2,412+0.5% | Added |
| Morgan Stanley | 1,450,673 | $25.4M | 0.00% | +10,073+0.7% | Added |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −13,712−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |