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 |
|---|---|---|---|---|---|
| Key Financial Inc | 218 | $4.21K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.80K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 450 | $8.69K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 536 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 611 | $11.8K | 0.00% | +11+1.8% | Added |
| Farther Finance Advisors, LLC | 1,600 | $31.1K | 0.00% | +1,600 | New |
| Beacon Capital Management, LLC | 1,880 | $36.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $36.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,855 | $55.2K | 0.01% | +2,855 | New |
| Larson Financial Group LLC | 3,325 | $64.2K | 0.00% | +3,325 | New |
| Harbour Investments, Inc. | 3,492 | $67.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3,731 | $72.1K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 5,324 | $102.8K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,291 | $121.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,581 | $127.1K | 0.00% | +829+14.4% | Added |
| International Assets Investment Management, LLC | 10,520 | $203.3K | 0.02% | −174−1.6% | Reduced |
| Certified Advisory Corp | 10,717 | $207.1K | 0.02% | +68+0.6% | Added |
| Cetera Investment Advisers | 10,738 | $207.5K | 0.00% | +16+0.1% | Added |
| Sanctuary Advisors, LLC | 11,769 | $227.4K | 0.00% | −5,400−31.5% | Reduced |
| Benjamin Edwards Inc | 12,479 | $241.1K | 0.00% | +1,962+18.7% | Added |
| Moloney Securities Asset Management, LLC | 12,724 | $245.8K | 0.03% | +180+1.4% | Added |
| GWM Advisors LLC | 13,393 | $258.8K | 0.00% | −1,300−8.8% | Reduced |
| West Michigan Advisors, LLC | 13,910 | $268.7K | 0.09% | −473−3.3% | Reduced |
| Comerica Bank | 14,455 | $279.3K | 0.00% | +15+0.1% | Added |
| CWM, LLC | 14,649 | $283.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,583 | $301.1K | 0.00% | −1,990−11.3% | Reduced |
| Koshinski Asset Management, Inc. | 15,612 | $301.6K | 0.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 16,006 | $309.2K | 0.21% | −615−3.7% | Reduced |
| D.A. Davidson & Co. | 20,956 | $404.9K | 0.00% | +1,083+5.4% | Added |
| Green Harvest Asset Management LLC | 21,060 | $406.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 22,001 | $425.1K | 0.13% | −521−2.3% | Reduced |
| Aurora Private Wealth, Inc. | 22,998 | $444.0K | 0.35% | +413+1.8% | Added |
| Janney Montgomery Scott LLC | 23,811 | $460.0K | 0.00% | −900−3.6% | Reduced |
| Kestra Private Wealth Services, LLC | 23,894 | $461.6K | 0.01% | +1,411+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,555 | $494.0K | 0.00% | +157+0.6% | Added |
| Atomi Financial Group, Inc. | 26,785 | $517.5K | 0.02% | +4,129+18.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,196 | $526.8K | 0.01% | +923+3.5% | Added |
| Centurion Wealth Management LLC | 27,827 | $576.3K | 0.18% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 33,527 | $647.7K | 0.03% | +773+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 34,700 | $670.4K | 0.01% | +375+1.1% | Added |
| Wolverine Asset Management LLC | 42,186 | $815.0K | 0.02% | +42,186 | New |
| Warren Averett Asset Management, LLC | 46,142 | $891.5K | 0.01% | −109−0.2% | Reduced |
| Truist Financial Corp | 46,977 | $907.6K | 0.00% | +800+1.7% | Added |
| Commonwealth Equity Services, LLC | 48,997 | $947.0K | 0.00% | +259+0.5% | Added |
| Heritage Wealth Management, Inc. | 55,542 | $1.07M | 0.37% | −1,500−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 59,389 | $1.15M | 0.00% | −8,946−13.1% | Reduced |
| Envestnet Asset Management Inc | 68,189 | $1.32M | 0.00% | +265+0.4% | Added |
| Ameriprise Financial Inc | 73,204 | $1.41M | 0.00% | +6,953+10.5% | Added |
| Creative Planning | 76,094 | $1.47M | 0.00% | −4,266−5.3% | Reduced |
| Shaker Financial Services, LLC | 91,456 | $1.77M | 0.69% | −27,686−23.2% | Reduced |
| Integrated Wealth Concepts LLC | 146,587 | $2.83M | 0.03% | +74,754+104.1% | Added |
| LPL Financial LLC | 156,684 | $3.03M | 0.00% | +6,706+4.5% | Added |
| Smith Asset Management Co., LLC | 163,234 | $3.15M | 2.97% | −2,707−1.6% | Reduced |
| Karpus Management, Inc. | 174,631 | $3.37M | 0.11% | −24,110−12.1% | Reduced |
| North Star Investment Management Corp. | 178,828 | $3.45M | 0.25% | +8,986+5.3% | Added |
| Raymond James Financial Inc | 247,504 | $4.78M | 0.00% | −1,701−0.7% | Reduced |
| Royal Bank of Canada | 263,292 | $5.09M | 0.00% | −2,918−1.1% | Reduced |
| UBS Group AG | 268,899 | $5.20M | 0.00% | −12,294−4.4% | Reduced |
| Guggenheim Capital LLC | 320,836 | $6.20M | 0.06% | −54,246−14.5% | Reduced |
| Invesco Ltd. | 364,676 | $7.05M | 0.00% | +6,850+1.9% | Added |
| Exeter Financial, LLC | 532,214 | $10.3M | 4.61% | +3,187+0.6% | Added |
| Wells Fargo & Company | 620,752 | $12.0M | 0.00% | +2,019+0.3% | Added |
| Morgan Stanley | 1,578,924 | $30.5M | 0.00% | +45,409+3.0% | Added |
| 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 |