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 2024
Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2024. 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
- +2 vs. Q4 2023
- Shares held
- 5.84M
- +32.2K (+0.6%) vs. Q4 2023
- Total value
- $110.2M
- +$4.23M (+4.0%) vs. Q4 2023
- New holders
- 6
- 25 more added
- Sold out
- 4
- 14 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,476,648 | $27.9M | 0.00% | −13,077−0.9% | Reduced |
| Wells Fargo & Company | 578,565 | $10.9M | 0.00% | +19,384+3.5% | Added |
| Exeter Financial, LLC | 525,771 | $9.70M | 4.47% | −3,859−0.7% | Reduced |
| Guggenheim Capital LLC | 322,260 | $6.09M | 0.04% | +30,776+10.6% | Added |
| UBS Group AG | 282,365 | $5.34M | 0.00% | +5,214+1.9% | Added |
| Royal Bank of Canada | 269,955 | $5.10M | 0.00% | +1,876+0.7% | Added |
| Invesco Ltd. | 249,018 | $4.71M | 0.00% | −24,282−8.9% | Reduced |
| Karpus Management, Inc. | 247,516 | $4.68M | 0.13% | −2,242−0.9% | Reduced |
| Raymond James & Associates | 223,246 | $4.22M | 0.00% | +7,649+3.5% | Added |
| Shaker Financial Services, LLC | 210,193 | $3.97M | 1.54% | +19,039+10.0% | Added |
| Advisors Asset Management, Inc. | 185,513 | $3.51M | 0.07% | −44,484−19.3% | Reduced |
| North Star Investment Management Corp. | 179,441 | $3.39M | 0.24% | +6,594+3.8% | Added |
| LPL Financial LLC | 133,993 | $2.53M | 0.00% | +2,437+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 73,102 | $1.38M | 0.00% | −3,706−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 72,351 | $1.37M | 0.02% | −4,934−6.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,487 | $1.33M | 0.33% | +1,435+2.1% | Added |
| Advisor Group Holdings, Inc. | 70,304 | $1.33M | 0.00% | +1,917+2.8% | Added |
| Ameriprise Financial Inc | 64,730 | $1.22M | 0.00% | +15,759+32.2% | Added |
| Envestnet Asset Management Inc | 61,153 | $1.16M | 0.00% | +391+0.6% | Added |
| Commonwealth Equity Services, LLC | 51,477 | $973.0K | 0.00% | +364+0.7% | Added |
| 9258 Wealth Management, LLC | 47,292 | $893.8K | 0.14% | +36+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 34,862 | $658.9K | 0.01% | −865−2.4% | Reduced |
| Opal Wealth Advisors, LLC | 31,184 | $589.4K | 0.20% | −1,048−3.3% | Reduced |
| Truist Financial Corp | 30,520 | $576.8K | 0.00% | +1,451+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,173 | $532.0K | 0.00% | +1,266+4.7% | Added |
| Spire Wealth Management | 27,992 | $529.0K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 27,992 | $529.0K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,969 | $529.0K | 0.00% | −33−0.1% | Reduced |
| CWM, LLC | 22,615 | $427.0K | 0.00% | +238+1.1% | Added |
| Aurora Private Wealth, Inc. | 21,464 | $406.0K | 0.35% | +6,059+39.3% | Added |
| Kestra Private Wealth Services, LLC | 17,721 | $334.9K | 0.01% | +13+0.1% | Added |
| Comerica Bank | 16,815 | $317.8K | 0.00% | +263+1.6% | Added |
| Bank of America Corp | 16,411 | $310.2K | 0.00% | +3,814+30.3% | Added |
| Raymond James Trust N.A. | 15,307 | $289.3K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,194 | $268.3K | 0.03% | +14,194 | New |
| HighTower Advisors, LLC | 12,509 | $237.0K | 0.00% | −6,437−34.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,253 | $232.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,202 | $230.6K | 0.00% | +11+0.1% | Added |
| The PNC Financial Services Group, Inc. | 11,953 | $225.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,689 | $220.9K | 0.00% | +11,689 | New |
| International Assets Investment Management, LLC | 11,385 | $215.4K | 0.02% | −500−4.2% | Reduced |
| Certified Advisory Corp | 10,478 | $198.0K | 0.03% | +59+0.6% | Added |
| Buttonwood Financial Advisors Inc. | 10,458 | $197.7K | 0.09% | −1,111−9.6% | Reduced |
| West Bancorporation Inc | 10,296 | $194.6K | 0.13% | +10,296 | New |
| Harbour Investments, Inc. | 3,492 | $66.0K | 0.00% | +3,492 | New |
| Beacon Capital Management, LLC | 1,880 | $35.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $33.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,401 | $26.5K | 0.00% | +1,401 | New |
| FinTrust Capital Advisors, LLC | 1,102 | $20.8K | 0.00% | +18+1.7% | Added |
| Global Retirement Partners, LLC | 825 | $15.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 732 | $13.8K | 0.00% | +322+78.5% | Added |
| AdvisorNet Financial, Inc | 600 | $11.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.67K | 0.00% | −3,917−92.9% | Reduced |
| Key Financial Inc | 218 | $4.12K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 52 | $983 | 0.00% | +52 | New |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −12,768−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,826−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |