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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 117 | $2.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $6.21K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 374 | $7.75K | 0.00% | +374 | New |
| Clearstead Advisors, LLC | 450 | $9.32K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 536 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 825 | $17.1K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,244 | $25.0K | 0.02% | +80+6.9% | Added |
| Principal Securities, Inc. | 1,768 | $36.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $38.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,492 | $72.3K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3,731 | $77.3K | 0.04% | −2,208−37.2% | Reduced |
| South Plains Financial, Inc. | 5,324 | $110.2K | 0.08% | +5,324 | New |
| Northwestern Mutual Wealth Management Co | 5,752 | $119.1K | 0.00% | +5,007+672.1% | Added |
| The PNC Financial Services Group, Inc. | 6,291 | $130.3K | 0.00% | −4,580−42.1% | Reduced |
| Benjamin Edwards Inc | 10,517 | $217.8K | 0.00% | −1,400−11.7% | Reduced |
| International Assets Investment Management, LLC | 10,694 | $219.4K | 0.02% | −206,755−95.1% | Reduced |
| Certified Advisory Corp | 10,649 | $220.5K | 0.02% | +63+0.6% | Added |
| Cetera Investment Advisers | 10,722 | $222.1K | 0.00% | +136+1.3% | Added |
| HighTower Advisors, LLC | 12,069 | $249.9K | 0.00% | −480−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 12,544 | $259.8K | 0.03% | +852+7.3% | Added |
| West Michigan Advisors, LLC | 14,383 | $297.9K | 0.09% | −101−0.7% | Reduced |
| Comerica Bank | 14,440 | $299.1K | 0.00% | −2,403−14.3% | Reduced |
| CWM, LLC | 14,649 | $303.0K | 0.00% | −100−0.7% | Reduced |
| GWM Advisors LLC | 14,693 | $304.3K | 0.00% | +2,500+20.5% | Added |
| Koshinski Asset Management, Inc. | 15,612 | $323.3K | 0.03% | +1,418+10.0% | Added |
| West Bancorporation Inc | 16,621 | $344.2K | 0.23% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,169 | $354.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,573 | $363.9K | 0.00% | −672−3.7% | Reduced |
| D.A. Davidson & Co. | 19,873 | $411.6K | 0.00% | +1,124+6.0% | Added |
| Green Harvest Asset Management LLC | 21,060 | $436.2K | 0.01% | +21,060 | New |
| Kestra Private Wealth Services, LLC | 22,483 | $465.6K | 0.01% | +3,908+21.0% | Added |
| Opal Wealth Advisors, LLC | 22,522 | $466.4K | 0.14% | −668−2.9% | Reduced |
| Aurora Private Wealth, Inc. | 22,585 | $468.0K | 0.35% | +372+1.7% | Added |
| Atomi Financial Group, Inc. | 22,656 | $469.2K | 0.02% | +1,366+6.4% | Added |
| Janney Montgomery Scott LLC | 24,711 | $512.0K | 0.00% | +24,711 | New |
| Cambridge Investment Research Advisors, Inc. | 25,398 | $526.0K | 0.00% | +2,008+8.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,273 | $538.9K | 0.01% | +14,689+126.8% | Added |
| Centurion Wealth Management LLC | 27,827 | $576.3K | 0.18% | −625−2.2% | Reduced |
| Cornerstone Advisors, LLC | 32,754 | $678.3K | 0.03% | +17,769+118.6% | Added |
| Steward Partners Investment Advisory, LLC | 34,325 | $710.9K | 0.01% | −479−1.4% | Reduced |
| Truist Financial Corp | 46,177 | $956.3K | 0.00% | +4,767+11.5% | Added |
| Warren Averett Asset Management, LLC | 46,251 | $957.9K | 0.01% | +46,251 | New |
| Commonwealth Equity Services, LLC | 48,738 | $1.01M | 0.00% | +6,346+15.0% | Added |
| Heritage Wealth Management, Inc. | 57,042 | $1.18M | 0.39% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 66,251 | $1.37M | 0.00% | +5,170+8.5% | Added |
| Envestnet Asset Management Inc | 67,924 | $1.41M | 0.00% | +3,752+5.8% | Added |
| Advisor Group Holdings, Inc. | 68,335 | $1.42M | 0.00% | +25,370+59.0% | Added |
| Integrated Wealth Concepts LLC | 71,833 | $1.49M | 0.02% | −1,474−2.0% | Reduced |
| Creative Planning | 80,360 | $1.66M | 0.00% | +80,360 | New |
| Advisors Asset Management, Inc. | 99,021 | $2.05M | 0.04% | −45,915−31.7% | Reduced |
| Shaker Financial Services, LLC | 119,142 | $2.47M | 0.95% | +1,157+1.0% | Added |
| LPL Financial LLC | 149,978 | $3.11M | 0.00% | +4,316+3.0% | Added |
| Smith Asset Management Co., LLC | 165,941 | $3.44M | 3.35% | +165,941 | New |
| North Star Investment Management Corp. | 169,842 | $3.52M | 0.24% | −10,338−5.7% | Reduced |
| Karpus Management, Inc. | 198,741 | $4.12M | 0.12% | −35,651−15.2% | Reduced |
| Raymond James Financial Inc | 249,205 | $5.16M | 0.00% | +249,205 | New |
| Royal Bank of Canada | 266,210 | $5.51M | 0.00% | +531+0.2% | Added |
| UBS Group AG | 281,193 | $5.82M | 0.00% | −2,540−0.9% | Reduced |
| Invesco Ltd. | 357,826 | $7.41M | 0.00% | +65,298+22.3% | Added |
| Guggenheim Capital LLC | 375,082 | $7.77M | 0.06% | +17,769+5.0% | Added |
| Exeter Financial, LLC | 529,027 | $11.0M | 5.02% | −906−0.2% | Reduced |
| Wells Fargo & Company | 618,733 | $12.8M | 0.00% | +17,470+2.9% | Added |
| Morgan Stanley | 1,533,515 | $31.8M | 0.00% | +10,809+0.7% | Added |
| 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 |