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 2024
Institutional positions in First Trust Enhanced Equity Income Fund as of Dec 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
- 65
- +7 vs. Q3 2024
- Shares held
- 6.19M
- +384.8K (+6.6%) vs. Q3 2024
- Total value
- $128.3M
- +$5.97M (+4.9%) vs. Q3 2024
- New holders
- 8
- 26 more added
- Sold out
- 1
- 18 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,533,515 | $31.8M | 0.00% | +10,809+0.7% | Added |
| Wells Fargo & Company | 618,733 | $12.8M | 0.00% | +17,470+2.9% | Added |
| Exeter Financial, LLC | 529,027 | $11.0M | 5.02% | −906−0.2% | Reduced |
| Guggenheim Capital LLC | 375,082 | $7.77M | 0.06% | +17,769+5.0% | Added |
| Invesco Ltd. | 357,826 | $7.41M | 0.00% | +65,298+22.3% | Added |
| UBS Group AG | 281,193 | $5.82M | 0.00% | −2,540−0.9% | Reduced |
| Royal Bank of Canada | 266,210 | $5.51M | 0.00% | +531+0.2% | Added |
| Raymond James Financial Inc | 249,205 | $5.16M | 0.00% | +249,205 | New |
| Karpus Management, Inc. | 198,741 | $4.12M | 0.12% | −35,651−15.2% | Reduced |
| North Star Investment Management Corp. | 169,842 | $3.52M | 0.24% | −10,338−5.7% | Reduced |
| Smith Asset Management Co., LLC | 165,941 | $3.44M | 3.35% | +165,941 | New |
| LPL Financial LLC | 149,978 | $3.11M | 0.00% | +4,316+3.0% | Added |
| Shaker Financial Services, LLC | 119,142 | $2.47M | 0.95% | +1,157+1.0% | Added |
| Advisors Asset Management, Inc. | 99,021 | $2.05M | 0.04% | −45,915−31.7% | Reduced |
| Creative Planning | 80,360 | $1.66M | 0.00% | +80,360 | New |
| Integrated Wealth Concepts LLC | 71,833 | $1.49M | 0.02% | −1,474−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 68,335 | $1.42M | 0.00% | +25,370+59.0% | Added |
| Envestnet Asset Management Inc | 67,924 | $1.41M | 0.00% | +3,752+5.8% | Added |
| Ameriprise Financial Inc | 66,251 | $1.37M | 0.00% | +5,170+8.5% | Added |
| Heritage Wealth Management, Inc. | 57,042 | $1.18M | 0.39% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,738 | $1.01M | 0.00% | +6,346+15.0% | Added |
| Warren Averett Asset Management, LLC | 46,251 | $957.9K | 0.01% | +46,251 | New |
| Truist Financial Corp | 46,177 | $956.3K | 0.00% | +4,767+11.5% | Added |
| Steward Partners Investment Advisory, LLC | 34,325 | $710.9K | 0.01% | −479−1.4% | Reduced |
| Cornerstone Advisors, LLC | 32,754 | $678.3K | 0.03% | +17,769+118.6% | Added |
| Centurion Wealth Management LLC | 27,827 | $576.3K | 0.18% | −625−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,273 | $538.9K | 0.01% | +14,689+126.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,398 | $526.0K | 0.00% | +2,008+8.6% | Added |
| Janney Montgomery Scott LLC | 24,711 | $512.0K | 0.00% | +24,711 | New |
| Atomi Financial Group, Inc. | 22,656 | $469.2K | 0.02% | +1,366+6.4% | Added |
| Aurora Private Wealth, Inc. | 22,585 | $468.0K | 0.35% | +372+1.7% | Added |
| Opal Wealth Advisors, LLC | 22,522 | $466.4K | 0.14% | −668−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 22,483 | $465.6K | 0.01% | +3,908+21.0% | Added |
| Green Harvest Asset Management LLC | 21,060 | $436.2K | 0.01% | +21,060 | New |
| D.A. Davidson & Co. | 19,873 | $411.6K | 0.00% | +1,124+6.0% | Added |
| Bank of America Corp | 17,573 | $363.9K | 0.00% | −672−3.7% | Reduced |
| Sanctuary Advisors, LLC | 17,169 | $354.9K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 16,621 | $344.2K | 0.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,612 | $323.3K | 0.03% | +1,418+10.0% | Added |
| GWM Advisors LLC | 14,693 | $304.3K | 0.00% | +2,500+20.5% | Added |
| CWM, LLC | 14,649 | $303.0K | 0.00% | −100−0.7% | Reduced |
| Comerica Bank | 14,440 | $299.1K | 0.00% | −2,403−14.3% | Reduced |
| West Michigan Advisors, LLC | 14,383 | $297.9K | 0.09% | −101−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 12,544 | $259.8K | 0.03% | +852+7.3% | Added |
| HighTower Advisors, LLC | 12,069 | $249.9K | 0.00% | −480−3.8% | Reduced |
| Cetera Investment Advisers | 10,722 | $222.1K | 0.00% | +136+1.3% | Added |
| Certified Advisory Corp | 10,649 | $220.5K | 0.02% | +63+0.6% | Added |
| International Assets Investment Management, LLC | 10,694 | $219.4K | 0.02% | −206,755−95.1% | Reduced |
| Benjamin Edwards Inc | 10,517 | $217.8K | 0.00% | −1,400−11.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,291 | $130.3K | 0.00% | −4,580−42.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,752 | $119.1K | 0.00% | +5,007+672.1% | Added |
| South Plains Financial, Inc. | 5,324 | $110.2K | 0.08% | +5,324 | New |
| Maryland Capital Advisors Inc. | 3,731 | $77.3K | 0.04% | −2,208−37.2% | Reduced |
| Harbour Investments, Inc. | 3,492 | $72.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $38.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $36.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,244 | $25.0K | 0.02% | +80+6.9% | Added |
| Global Retirement Partners, LLC | 825 | $17.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $12.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 536 | $11.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 450 | $9.32K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 374 | $7.75K | 0.00% | +374 | New |
| JPMorgan Chase & Co | 300 | $6.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 117 | $2.42K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 0 | $0 | 0.00% | −105,206−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Edmonds Duncan Registered Investment Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |