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, Q3 2023
Institutional positions in First Trust Enhanced Equity Income Fund as of Sep 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
- 54
- −1 vs. Q2 2023
- Shares held
- 5.64M
- +12.9K (+0.2%) vs. Q2 2023
- Total value
- $97.3M
- −$1.24M (−1.3%) vs. Q2 2023
- New holders
- 1
- 24 more added
- Sold out
- 2
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 117 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 185 | $3.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $3.77K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 232 | $4.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $10.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 690 | $11.9K | 0.00% | +13+1.9% | Added |
| Global Retirement Partners, LLC | 825 | $13.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 968 | $16.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,065 | $18.4K | 0.00% | +58+5.8% | Added |
| JPMorgan Chase & Co | 1,135 | $19.6K | 0.00% | −123−9.8% | Reduced |
| Beacon Capital Management, LLC | 1,880 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,435 | $111.0K | 0.00% | +5+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,853 | $187.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,864 | $187.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,953 | $206.4K | 0.00% | −290−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 12,189 | $210.5K | 0.00% | +12+0.1% | Added |
| Atria Wealth Solutions, Inc. | 12,768 | $220.5K | 0.00% | −561−4.2% | Reduced |
| Buckingham Strategic Partners | 13,000 | $224.5K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 13,769 | $237.8K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,554 | $247.6K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 15,127 | $261.0K | 0.29% | +265+1.8% | Added |
| Bank of America Corp | 16,084 | $277.8K | 0.00% | +5,298+49.1% | Added |
| Kestra Private Wealth Services, LLC | 17,137 | $296.0K | 0.01% | +14+0.1% | Added |
| Comerica Bank | 17,227 | $297.5K | 0.00% | +17,227 | New |
| Raymond James Trust N.A. | 17,527 | $302.7K | 0.01% | −7,142−29.0% | Reduced |
| HighTower Advisors, LLC | 19,101 | $330.0K | 0.00% | +135+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,979 | $483.0K | 0.00% | +10.0% | Added |
| Spire Wealth Management | 27,992 | $483.4K | 0.02% | +52+0.2% | Added |
| Centurion Wealth Management LLC | 27,992 | $483.4K | 0.24% | +52+0.2% | Added |
| Janney Montgomery Scott LLC | 29,104 | $503.0K | 0.00% | −360−1.2% | Reduced |
| Truist Financial Corp | 29,741 | $513.6K | 0.00% | +2,999+11.2% | Added |
| Ameriprise Financial Inc | 30,187 | $521.3K | 0.00% | −6,164−17.0% | Reduced |
| Opal Wealth Advisors, LLC | 34,457 | $595.1K | 0.35% | −3,305−8.8% | Reduced |
| Shaker Financial Services, LLC | 34,718 | $599.6K | 0.28% | −118,062−77.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,983 | $621.4K | 0.01% | −1,075−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 44,641 | $771.0K | 0.00% | +8,063+22.0% | Added |
| 9258 Wealth Management, LLC | 48,735 | $841.7K | 0.16% | −905−1.8% | Reduced |
| Envestnet Asset Management Inc | 63,673 | $1.10M | 0.00% | −318−0.5% | Reduced |
| LPL Financial LLC | 67,018 | $1.16M | 0.00% | +10,901+19.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 69,998 | $1.21M | 0.34% | −332−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,320 | $1.34M | 0.00% | +2,140+2.8% | Added |
| Advisor Group Holdings, Inc. | 89,164 | $1.54M | 0.00% | +21,350+31.5% | Added |
| Integrated Wealth Concepts LLC | 91,467 | $1.58M | 0.03% | −7,367−7.5% | Reduced |
| North Star Investment Management Corp. | 201,492 | $3.48M | 0.29% | −4,833−2.3% | Reduced |
| Advisors Asset Management, Inc. | 235,372 | $4.06M | 0.09% | +8,626+3.8% | Added |
| Raymond James & Associates | 238,376 | $4.12M | 0.00% | −6,751−2.8% | Reduced |
| Invesco Ltd. | 254,431 | $4.39M | 0.00% | +2,256+0.9% | Added |
| Guggenheim Capital LLC | 260,737 | $4.50M | 0.04% | +56,407+27.6% | Added |
| Royal Bank of Canada | 275,927 | $4.76M | 0.00% | +4,278+1.6% | Added |
| UBS Group AG | 280,793 | $4.85M | 0.00% | +13,248+5.0% | Added |
| Karpus Management, Inc. | 282,870 | $4.89M | 0.16% | −30,854−9.8% | Reduced |
| Exeter Financial, LLC | 529,388 | $9.14M | 4.83% | +682+0.1% | Added |
| Wells Fargo & Company | 562,173 | $9.71M | 0.00% | +62,054+12.4% | Added |
| Morgan Stanley | 1,466,905 | $25.3M | 0.00% | +16,232+1.1% | Added |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −29,985−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |