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 2023
Institutional positions in First Trust Enhanced Equity Income Fund as of Dec 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
- 54
- 0 vs. Q3 2023
- Shares held
- 5.81M
- +177.0K (+3.1%) vs. Q3 2023
- Total value
- $106.0M
- +$8.68M (+8.9%) vs. Q3 2023
- New holders
- 4
- 16 more added
- Sold out
- 4
- 25 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,489,725 | $27.2M | 0.00% | +22,820+1.6% | Added |
| Wells Fargo & Company | 559,181 | $10.2M | 0.00% | −2,992−0.5% | Reduced |
| Exeter Financial, LLC | 529,630 | $9.49M | 4.60% | +2420.0% | Added |
| Guggenheim Capital LLC | 291,484 | $5.33M | 0.04% | +30,747+11.8% | Added |
| UBS Group AG | 277,151 | $5.06M | 0.00% | −3,642−1.3% | Reduced |
| Invesco Ltd. | 273,300 | $4.99M | 0.00% | +18,869+7.4% | Added |
| Royal Bank of Canada | 268,079 | $4.90M | 0.00% | −7,848−2.8% | Reduced |
| Karpus Management, Inc. | 249,758 | $4.56M | 0.14% | −33,112−11.7% | Reduced |
| Advisors Asset Management, Inc. | 229,997 | $4.20M | 0.09% | −5,375−2.3% | Reduced |
| Raymond James & Associates | 215,597 | $3.94M | 0.00% | −22,779−9.6% | Reduced |
| Shaker Financial Services, LLC | 191,154 | $3.49M | 1.43% | +156,436+450.6% | Added |
| North Star Investment Management Corp. | 172,847 | $3.16M | 0.24% | −28,645−14.2% | Reduced |
| LPL Financial LLC | 131,556 | $2.40M | 0.00% | +64,538+96.3% | Added |
| Integrated Wealth Concepts LLC | 77,285 | $1.41M | 0.02% | −14,182−15.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,808 | $1.40M | 0.00% | −512−0.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 69,052 | $1.26M | 0.33% | −946−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 68,387 | $1.25M | 0.00% | −20,777−23.3% | Reduced |
| Envestnet Asset Management Inc | 60,762 | $1.11M | 0.00% | −2,911−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 51,113 | $934.0K | 0.00% | +6,472+14.5% | Added |
| Ameriprise Financial Inc | 48,971 | $895.3K | 0.00% | +18,784+62.2% | Added |
| 9258 Wealth Management, LLC | 47,256 | $863.4K | 0.15% | −1,479−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,727 | $652.7K | 0.01% | −256−0.7% | Reduced |
| Opal Wealth Advisors, LLC | 32,232 | $588.9K | 0.23% | −2,225−6.5% | Reduced |
| Truist Financial Corp | 29,069 | $531.1K | 0.00% | −672−2.3% | Reduced |
| Spire Wealth Management | 27,992 | $512.3K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,002 | $512.0K | 0.00% | −1,102−3.8% | Reduced |
| Centurion Wealth Management LLC | 27,992 | $511.4K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,907 | $492.0K | 0.00% | −1,072−3.8% | Reduced |
| CWM, LLC | 22,377 | $409.0K | 0.00% | +15,942+247.7% | Added |
| HighTower Advisors, LLC | 18,946 | $346.0K | 0.00% | −155−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 17,708 | $323.5K | 0.01% | +571+3.3% | Added |
| Comerica Bank | 16,552 | $302.4K | 0.00% | −675−3.9% | Reduced |
| Aurora Private Wealth, Inc. | 15,405 | $281.0K | 0.26% | +278+1.8% | Added |
| Raymond James Trust N.A. | 15,307 | $279.7K | 0.01% | −2,220−12.7% | Reduced |
| Atria Wealth Solutions, Inc. | 12,768 | $233.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,597 | $230.2K | 0.00% | −3,487−21.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,253 | $224.0K | 0.00% | +1,400+12.9% | Added |
| Rockefeller Capital Management L.P. | 12,191 | $222.7K | 0.00% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 11,953 | $218.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,885 | $217.1K | 0.03% | −2,669−18.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 11,569 | $211.4K | 0.12% | −2,200−16.0% | Reduced |
| Stifel Financial Corp | 10,826 | $197.8K | 0.00% | −38−0.3% | Reduced |
| Certified Advisory Corp | 10,419 | $190.4K | 0.03% | +10,419 | New |
| JPMorgan Chase & Co | 4,217 | $77.0K | 0.00% | +3,082+271.5% | Added |
| Beacon Capital Management, LLC | 1,880 | $32.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $32.3K | 0.00% | +1,768 | New |
| FinTrust Capital Advisors, LLC | 1,084 | $19.8K | 0.00% | +19+1.8% | Added |
| Global Retirement Partners, LLC | 825 | $14.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 702 | $12.8K | 0.00% | +12+1.7% | Added |
| AdvisorNet Financial, Inc | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 497 | $9.08K | 0.00% | +497 | New |
| Northwestern Mutual Wealth Management Co | 410 | $7.49K | 0.00% | +410 | New |
| Key Financial Inc | 218 | $3.98K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 117 | $2.14K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |