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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 52 | $983 | 0.00% | +52 | New |
| Key Financial Inc | 218 | $4.12K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.67K | 0.00% | −3,917−92.9% | Reduced |
| AdvisorNet Financial, Inc | 600 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 732 | $13.8K | 0.00% | +322+78.5% | Added |
| Global Retirement Partners, LLC | 825 | $15.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,102 | $20.8K | 0.00% | +18+1.7% | Added |
| Wolverine Asset Management LLC | 1,401 | $26.5K | 0.00% | +1,401 | New |
| Principal Securities, Inc. | 1,768 | $33.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $35.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,492 | $66.0K | 0.00% | +3,492 | New |
| West Bancorporation Inc | 10,296 | $194.6K | 0.13% | +10,296 | New |
| Buttonwood Financial Advisors Inc. | 10,458 | $197.7K | 0.09% | −1,111−9.6% | Reduced |
| Certified Advisory Corp | 10,478 | $198.0K | 0.03% | +59+0.6% | Added |
| International Assets Investment Management, LLC | 11,385 | $215.4K | 0.02% | −500−4.2% | Reduced |
| Cetera Investment Advisers | 11,689 | $220.9K | 0.00% | +11,689 | New |
| The PNC Financial Services Group, Inc. | 11,953 | $225.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,202 | $230.6K | 0.00% | +11+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,253 | $232.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,509 | $237.0K | 0.00% | −6,437−34.0% | Reduced |
| Koshinski Asset Management, Inc. | 14,194 | $268.3K | 0.03% | +14,194 | New |
| Raymond James Trust N.A. | 15,307 | $289.3K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 16,411 | $310.2K | 0.00% | +3,814+30.3% | Added |
| Comerica Bank | 16,815 | $317.8K | 0.00% | +263+1.6% | Added |
| Kestra Private Wealth Services, LLC | 17,721 | $334.9K | 0.01% | +13+0.1% | Added |
| Aurora Private Wealth, Inc. | 21,464 | $406.0K | 0.35% | +6,059+39.3% | Added |
| CWM, LLC | 22,615 | $427.0K | 0.00% | +238+1.1% | Added |
| Janney Montgomery Scott LLC | 27,969 | $529.0K | 0.00% | −33−0.1% | Reduced |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 28,173 | $532.0K | 0.00% | +1,266+4.7% | Added |
| Truist Financial Corp | 30,520 | $576.8K | 0.00% | +1,451+5.0% | Added |
| Opal Wealth Advisors, LLC | 31,184 | $589.4K | 0.20% | −1,048−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,862 | $658.9K | 0.01% | −865−2.4% | Reduced |
| 9258 Wealth Management, LLC | 47,292 | $893.8K | 0.14% | +36+0.1% | Added |
| Commonwealth Equity Services, LLC | 51,477 | $973.0K | 0.00% | +364+0.7% | Added |
| Envestnet Asset Management Inc | 61,153 | $1.16M | 0.00% | +391+0.6% | Added |
| Ameriprise Financial Inc | 64,730 | $1.22M | 0.00% | +15,759+32.2% | Added |
| Advisor Group Holdings, Inc. | 70,304 | $1.33M | 0.00% | +1,917+2.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,487 | $1.33M | 0.33% | +1,435+2.1% | Added |
| Integrated Wealth Concepts LLC | 72,351 | $1.37M | 0.02% | −4,934−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 73,102 | $1.38M | 0.00% | −3,706−4.8% | Reduced |
| LPL Financial LLC | 133,993 | $2.53M | 0.00% | +2,437+1.9% | Added |
| North Star Investment Management Corp. | 179,441 | $3.39M | 0.24% | +6,594+3.8% | Added |
| Advisors Asset Management, Inc. | 185,513 | $3.51M | 0.07% | −44,484−19.3% | Reduced |
| Shaker Financial Services, LLC | 210,193 | $3.97M | 1.54% | +19,039+10.0% | Added |
| Raymond James & Associates | 223,246 | $4.22M | 0.00% | +7,649+3.5% | Added |
| Karpus Management, Inc. | 247,516 | $4.68M | 0.13% | −2,242−0.9% | Reduced |
| Invesco Ltd. | 249,018 | $4.71M | 0.00% | −24,282−8.9% | Reduced |
| Royal Bank of Canada | 269,955 | $5.10M | 0.00% | +1,876+0.7% | Added |
| UBS Group AG | 282,365 | $5.34M | 0.00% | +5,214+1.9% | Added |
| Guggenheim Capital LLC | 322,260 | $6.09M | 0.04% | +30,776+10.6% | Added |
| Exeter Financial, LLC | 525,771 | $9.70M | 4.47% | −3,859−0.7% | Reduced |
| Wells Fargo & Company | 578,565 | $10.9M | 0.00% | +19,384+3.5% | Added |
| Morgan Stanley | 1,476,648 | $27.9M | 0.00% | −13,077−0.9% | Reduced |
| 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 |