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 2025
Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2025. 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
- 63
- 0 vs. Q4 2024
- Shares held
- 6.15M
- −44.9K (−0.7%) vs. Q4 2024
- Total value
- $118.8M
- −$9.42M (−7.3%) vs. Q4 2024
- New holders
- 4
- 26 more added
- Sold out
- 4
- 19 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,578,924 | $30.5M | 0.00% | +45,409+3.0% | Added |
| Wells Fargo & Company | 620,752 | $12.0M | 0.00% | +2,019+0.3% | Added |
| Exeter Financial, LLC | 532,214 | $10.3M | 4.61% | +3,187+0.6% | Added |
| Invesco Ltd. | 364,676 | $7.05M | 0.00% | +6,850+1.9% | Added |
| Guggenheim Capital LLC | 320,836 | $6.20M | 0.06% | −54,246−14.5% | Reduced |
| UBS Group AG | 268,899 | $5.20M | 0.00% | −12,294−4.4% | Reduced |
| Royal Bank of Canada | 263,292 | $5.09M | 0.00% | −2,918−1.1% | Reduced |
| Raymond James Financial Inc | 247,504 | $4.78M | 0.00% | −1,701−0.7% | Reduced |
| North Star Investment Management Corp. | 178,828 | $3.45M | 0.25% | +8,986+5.3% | Added |
| Karpus Management, Inc. | 174,631 | $3.37M | 0.11% | −24,110−12.1% | Reduced |
| Smith Asset Management Co., LLC | 163,234 | $3.15M | 2.97% | −2,707−1.6% | Reduced |
| LPL Financial LLC | 156,684 | $3.03M | 0.00% | +6,706+4.5% | Added |
| Integrated Wealth Concepts LLC | 146,587 | $2.83M | 0.03% | +74,754+104.1% | Added |
| Shaker Financial Services, LLC | 91,456 | $1.77M | 0.69% | −27,686−23.2% | Reduced |
| Creative Planning | 76,094 | $1.47M | 0.00% | −4,266−5.3% | Reduced |
| Ameriprise Financial Inc | 73,204 | $1.41M | 0.00% | +6,953+10.5% | Added |
| Envestnet Asset Management Inc | 68,189 | $1.32M | 0.00% | +265+0.4% | Added |
| Advisor Group Holdings, Inc. | 59,389 | $1.15M | 0.00% | −8,946−13.1% | Reduced |
| Heritage Wealth Management, Inc. | 55,542 | $1.07M | 0.37% | −1,500−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 48,997 | $947.0K | 0.00% | +259+0.5% | Added |
| Truist Financial Corp | 46,977 | $907.6K | 0.00% | +800+1.7% | Added |
| Warren Averett Asset Management, LLC | 46,142 | $891.5K | 0.01% | −109−0.2% | Reduced |
| Wolverine Asset Management LLC | 42,186 | $815.0K | 0.02% | +42,186 | New |
| Steward Partners Investment Advisory, LLC | 34,700 | $670.4K | 0.01% | +375+1.1% | Added |
| Cornerstone Advisors, LLC | 33,527 | $647.7K | 0.03% | +773+2.4% | Added |
| Centurion Wealth Management LLC | 27,827 | $576.3K | 0.18% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 27,196 | $526.8K | 0.01% | +923+3.5% | Added |
| Atomi Financial Group, Inc. | 26,785 | $517.5K | 0.02% | +4,129+18.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,555 | $494.0K | 0.00% | +157+0.6% | Added |
| Kestra Private Wealth Services, LLC | 23,894 | $461.6K | 0.01% | +1,411+6.3% | Added |
| Janney Montgomery Scott LLC | 23,811 | $460.0K | 0.00% | −900−3.6% | Reduced |
| Aurora Private Wealth, Inc. | 22,998 | $444.0K | 0.35% | +413+1.8% | Added |
| Opal Wealth Advisors, LLC | 22,001 | $425.1K | 0.13% | −521−2.3% | Reduced |
| Green Harvest Asset Management LLC | 21,060 | $406.9K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,956 | $404.9K | 0.00% | +1,083+5.4% | Added |
| West Bancorporation Inc | 16,006 | $309.2K | 0.21% | −615−3.7% | Reduced |
| Koshinski Asset Management, Inc. | 15,612 | $301.6K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 15,583 | $301.1K | 0.00% | −1,990−11.3% | Reduced |
| CWM, LLC | 14,649 | $283.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,455 | $279.3K | 0.00% | +15+0.1% | Added |
| West Michigan Advisors, LLC | 13,910 | $268.7K | 0.09% | −473−3.3% | Reduced |
| GWM Advisors LLC | 13,393 | $258.8K | 0.00% | −1,300−8.8% | Reduced |
| Moloney Securities Asset Management, LLC | 12,724 | $245.8K | 0.03% | +180+1.4% | Added |
| Benjamin Edwards Inc | 12,479 | $241.1K | 0.00% | +1,962+18.7% | Added |
| Sanctuary Advisors, LLC | 11,769 | $227.4K | 0.00% | −5,400−31.5% | Reduced |
| Cetera Investment Advisers | 10,738 | $207.5K | 0.00% | +16+0.1% | Added |
| Certified Advisory Corp | 10,717 | $207.1K | 0.02% | +68+0.6% | Added |
| International Assets Investment Management, LLC | 10,520 | $203.3K | 0.02% | −174−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,581 | $127.1K | 0.00% | +829+14.4% | Added |
| The PNC Financial Services Group, Inc. | 6,291 | $121.5K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 5,324 | $102.8K | 0.08% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3,731 | $72.1K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,492 | $67.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,325 | $64.2K | 0.00% | +3,325 | New |
| Private Trust Co NA | 2,855 | $55.2K | 0.01% | +2,855 | New |
| Principal Securities, Inc. | 1,768 | $36.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,880 | $36.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,600 | $31.1K | 0.00% | +1,600 | New |
| AdvisorNet Financial, Inc | 611 | $11.8K | 0.00% | +11+1.8% | Added |
| CoreCap Advisors, LLC | 536 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 450 | $8.69K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.80K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.21K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −99,021−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,069−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Wintrust Investments LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |