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.
Q4 2024 vs. Q3 2024
How the institutions holding First Trust Enhanced Equity Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 64 | 6 | 65 | +7 |
| Shares | 6.18M | 373.5K | 6.19M | +384.8K (+6.6%) |
| Value | $129.9M | $7.60M | $128.3M | +$5.97M (+4.9%) |
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held First Trust Enhanced Equity Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 249,205 | $5.16M | 0.00% |
| Smith Asset Management Co., LLC | 165,941 | $3.44M | 3.35% |
| Creative Planning | 80,360 | $1.66M | 0.00% |
| Warren Averett Asset Management, LLC | 46,251 | $957.9K | 0.01% |
| Janney Montgomery Scott LLC | 24,711 | $512.0K | 0.00% |
| Green Harvest Asset Management LLC | 21,060 | $436.2K | 0.01% |
| South Plains Financial, Inc. | 5,324 | $110.2K | 0.08% |
| Transce3nd, LLC | 374 | $7.75K | 0.00% |
Sold out (1)
Institutions that held First Trust Enhanced Equity Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Colony Group, LLC | 105,206 | – |
Not filed for Q4 2024 yet (6)
Institutions that held First Trust Enhanced Equity Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 174,301 | $3.55M |
| Edmonds Duncan Registered Investment Advisors, LLC | 73,085 | $1.49M |
| Raymond James Financial Services Advisors, Inc. | 60,262 | $1.23M |
| 9258 Wealth Management, LLC | 47,367 | $963.5K |
| Raymond James Trust N.A. | 17,425 | $354.4K |
| FinTrust Capital Advisors, LLC | 1,101 | $22.4K |