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