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, Q2 2024
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 62
- +8 vs. Q1 2024
- Shares held
- 5.91M
- +91.6K (+1.6%) vs. Q1 2024
- Total value
- $117.7M
- +$7.97M (+7.3%) vs. Q1 2024
- New holders
- 13
- 16 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 117 | $2.33K | 0.00% | +117 | New |
| Key Financial Inc | 218 | $4.34K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.98K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 402 | $8.01K | 0.00% | +402 | New |
| Clearstead Advisors, LLC | 450 | $8.96K | 0.00% | +450 | New |
| AdvisorNet Financial, Inc | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 732 | $14.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 825 | $16.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,101 | $21.9K | 0.00% | −1−0.1% | Reduced |
| Principal Securities, Inc. | 1,768 | $35.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $37.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,492 | $69.6K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 6,576 | $131.0K | 0.07% | +6,576 | New |
| Certified Advisory Corp | 10,013 | $199.5K | 0.03% | −465−4.4% | Reduced |
| Moloney Securities Asset Management, LLC | 10,016 | $199.5K | 0.03% | +10,016 | New |
| Stifel Financial Corp | 10,341 | $206.0K | 0.00% | +10,341 | New |
| International Assets Investment Management, LLC | 10,688 | $212.9K | 0.02% | −697−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,871 | $216.6K | 0.00% | −1,082−9.1% | Reduced |
| Landscape Capital Management, L.L.C. | 11,460 | $228.3K | 0.02% | +11,460 | New |
| Cetera Investment Advisers | 11,490 | $228.9K | 0.00% | −199−1.7% | Reduced |
| D.A. Davidson & Co. | 11,510 | $229.3K | 0.00% | +11,510 | New |
| Benjamin F. Edwards & Company, Inc. | 11,917 | $237.0K | 0.00% | −336−2.7% | Reduced |
| HighTower Advisors, LLC | 12,529 | $249.0K | 0.00% | +20+0.2% | Added |
| Cornerstone Advisors, LLC | 13,012 | $259.2K | 0.01% | +13,012 | New |
| West Michigan Advisors, LLC | 14,230 | $283.5K | 0.09% | +14,230 | New |
| Koshinski Asset Management, Inc. | 14,194 | $284.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 14,749 | $294.0K | 0.00% | −7,866−34.8% | Reduced |
| Sanctuary Advisors, LLC | 16,769 | $308.4K | 0.00% | +16,769 | New |
| West Bancorporation Inc | 15,596 | $310.7K | 0.23% | +5,300+51.5% | Added |
| Raymond James Trust N.A. | 16,675 | $332.2K | 0.01% | +1,368+8.9% | Added |
| Comerica Bank | 16,829 | $335.2K | 0.00% | +14+0.1% | Added |
| Kestra Private Wealth Services, LLC | 17,736 | $353.3K | 0.01% | +15+0.1% | Added |
| Atomi Financial Group, Inc. | 19,221 | $382.9K | 0.03% | +19,221 | New |
| Bank of America Corp | 19,665 | $391.7K | 0.00% | +3,254+19.8% | Added |
| Aurora Private Wealth, Inc. | 21,840 | $435.0K | 0.38% | +376+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,611 | $510.0K | 0.00% | −2,562−9.1% | Reduced |
| Janney Montgomery Scott LLC | 27,951 | $557.0K | 0.00% | −18−0.1% | Reduced |
| Opal Wealth Advisors, LLC | 30,094 | $599.5K | 0.19% | −1,090−3.5% | Reduced |
| Truist Financial Corp | 34,451 | $686.3K | 0.00% | +3,931+12.9% | Added |
| Steward Partners Investment Advisory, LLC | 34,559 | $688.4K | 0.01% | −303−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 42,091 | $838.5K | 0.00% | −28,213−40.1% | Reduced |
| Commonwealth Equity Services, LLC | 46,286 | $922.0K | 0.00% | −5,191−10.1% | Reduced |
| 9258 Wealth Management, LLC | 47,330 | $942.8K | 0.15% | +38+0.1% | Added |
| Heritage Wealth Management, Inc. | 57,042 | $1.14M | 0.38% | +57,042 | New |
| Raymond James Financial Services Advisors, Inc. | 61,287 | $1.22M | 0.00% | −11,815−16.2% | Reduced |
| Ameriprise Financial Inc | 62,915 | $1.25M | 0.00% | −1,815−2.8% | Reduced |
| Envestnet Asset Management Inc | 63,796 | $1.27M | 0.00% | +2,643+4.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 67,610 | $1.35M | 0.33% | −2,877−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 71,885 | $1.43M | 0.02% | −466−0.6% | Reduced |
| LPL Financial LLC | 129,400 | $2.58M | 0.00% | −4,593−3.4% | Reduced |
| Shaker Financial Services, LLC | 159,671 | $3.18M | 1.29% | −50,522−24.0% | Reduced |
| Advisors Asset Management, Inc. | 176,174 | $3.51M | 0.07% | −9,339−5.0% | Reduced |
| North Star Investment Management Corp. | 180,556 | $3.60M | 0.26% | +1,115+0.6% | Added |
| Raymond James & Associates | 194,606 | $3.88M | 0.00% | −28,640−12.8% | Reduced |
| Karpus Management, Inc. | 244,612 | $4.87M | 0.14% | −2,904−1.2% | Reduced |
| Invesco Ltd. | 258,815 | $5.16M | 0.00% | +9,797+3.9% | Added |
| Royal Bank of Canada | 261,104 | $5.20M | 0.00% | −8,851−3.3% | Reduced |
| UBS Group AG | 279,919 | $5.58M | 0.00% | −2,446−0.9% | Reduced |
| Guggenheim Capital LLC | 364,512 | $7.26M | 0.05% | +42,252+13.1% | Added |
| Exeter Financial, LLC | 529,933 | $10.6M | 5.03% | +4,162+0.8% | Added |
| Wells Fargo & Company | 612,408 | $12.2M | 0.00% | +33,843+5.8% | Added |
| Morgan Stanley | 1,513,387 | $30.1M | 0.00% | +36,739+2.5% | Added |
| Spire Wealth Management | 0 | $0 | 0.00% | −27,992−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| Buttonwood Financial Advisors Inc. | 0 | $0 | 0.00% | −10,458−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Centurion Wealth Management LLC | – | – | – | – | Not filed |