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, Q2 2025
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 59
- −4 vs. Q1 2025
- Shares held
- 6.24M
- +88.7K (+1.4%) vs. Q1 2025
- Total value
- $127.7M
- +$8.90M (+7.5%) vs. Q1 2025
- New holders
- 4
- 27 more added
- Sold out
- 8
- 18 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,701,965 | $34.9M | 0.00% | +123,041+7.8% | Added |
| Exeter Financial, LLC | 557,569 | $11.4M | 5.08% | +25,355+4.8% | Added |
| Wells Fargo & Company | 508,202 | $10.4M | 0.00% | −112,550−18.1% | Reduced |
| Invesco Ltd. | 374,565 | $7.67M | 0.00% | +9,889+2.7% | Added |
| UBS Group AG | 276,582 | $5.66M | 0.00% | +7,683+2.9% | Added |
| Royal Bank of Canada | 259,425 | $5.31M | 0.00% | −3,867−1.5% | Reduced |
| Raymond James Financial Inc | 253,106 | $5.18M | 0.00% | +5,602+2.3% | Added |
| Guggenheim Capital LLC | 246,026 | $5.04M | 0.04% | −74,810−23.3% | Reduced |
| Shaker Financial Services, LLC | 179,995 | $3.69M | 1.34% | +88,539+96.8% | Added |
| North Star Investment Management Corp. | 176,814 | $3.62M | 0.25% | −2,014−1.1% | Reduced |
| Smith Asset Management Co., LLC | 162,181 | $3.32M | 2.87% | −1,053−0.6% | Reduced |
| Karpus Management, Inc. | 160,460 | $3.29M | 0.11% | −14,171−8.1% | Reduced |
| LPL Financial LLC | 151,229 | $3.10M | 0.00% | −5,455−3.5% | Reduced |
| Wolverine Asset Management LLC | 93,382 | $1.91M | 0.03% | +51,196+121.4% | Added |
| Cornerstone Advisors, LLC | 85,944 | $1.76M | 0.06% | +52,417+156.3% | Added |
| Envestnet Asset Management Inc | 79,699 | $1.63M | 0.00% | +11,510+16.9% | Added |
| Integrated Wealth Concepts LLC | 78,885 | $1.62M | 0.02% | −67,702−46.2% | Reduced |
| Creative Planning | 77,460 | $1.59M | 0.00% | +1,366+1.8% | Added |
| Ameriprise Financial Inc | 70,809 | $1.45M | 0.00% | −2,395−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 60,048 | $1.23M | 0.00% | +659+1.1% | Added |
| Truist Financial Corp | 52,109 | $1.07M | 0.00% | +5,132+10.9% | Added |
| Heritage Wealth Management, Inc. | 51,042 | $1.05M | 0.34% | −4,500−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 50,095 | $1.03M | 0.00% | +1,098+2.2% | Added |
| Warren Averett Asset Management, LLC | 46,042 | $942.9K | 0.01% | −100−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,450 | $623.6K | 0.00% | −4,250−12.2% | Reduced |
| Atomi Financial Group, Inc. | 28,748 | $588.8K | 0.02% | +1,963+7.3% | Added |
| Centurion Wealth Management LLC | 27,827 | $569.9K | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 27,360 | $560.3K | 0.00% | +164+0.6% | Added |
| D.A. Davidson & Co. | 26,671 | $546.2K | 0.00% | +5,715+27.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,634 | $525.0K | 0.00% | +79+0.3% | Added |
| Kestra Private Wealth Services, LLC | 24,724 | $506.3K | 0.01% | +830+3.5% | Added |
| Janney Montgomery Scott LLC | 23,417 | $480.0K | 0.00% | −394−1.7% | Reduced |
| Aurora Private Wealth, Inc. | 23,391 | $479.0K | 0.35% | +393+1.7% | Added |
| Opal Wealth Advisors, LLC | 22,688 | $464.7K | 0.13% | +687+3.1% | Added |
| Green Harvest Asset Management LLC | 21,060 | $431.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 17,149 | $351.0K | 0.00% | +2,500+17.1% | Added |
| Koshinski Asset Management, Inc. | 15,612 | $319.7K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 15,553 | $318.5K | 0.00% | −30−0.2% | Reduced |
| Comerica Bank | 14,469 | $296.3K | 0.00% | +14+0.1% | Added |
| West Michigan Advisors, LLC | 13,935 | $285.4K | 0.08% | +25+0.2% | Added |
| GWM Advisors LLC | 13,330 | $273.0K | 0.00% | −63−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 12,752 | $261.2K | 0.03% | +28+0.2% | Added |
| Brown Brothers Harriman & Co | 12,626 | $258.6K | 0.00% | +12,626 | New |
| Benjamin Edwards Inc | 12,513 | $256.3K | 0.00% | +34+0.3% | Added |
| West Bancorporation Inc | 12,096 | $247.7K | 0.16% | −3,910−24.4% | Reduced |
| Sanctuary Advisors, LLC | 11,769 | $241.0K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,783 | $220.8K | 0.02% | +66+0.6% | Added |
| International Assets Investment Management, LLC | 10,355 | $212.1K | 0.02% | −165−1.6% | Reduced |
| HighTower Advisors, LLC | 9,911 | $203.0K | 0.00% | +9,911 | New |
| The PNC Financial Services Group, Inc. | 6,140 | $125.7K | 0.00% | −151−2.4% | Reduced |
| Harbour Investments, Inc. | 3,492 | $71.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $36.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,761 | $36.1K | 0.00% | +1,761 | New |
| Farther Finance Advisors, LLC | 1,600 | $32.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 920 | $18.8K | 0.00% | +920 | New |
| AdvisorNet Financial, Inc | 621 | $12.7K | 0.00% | +10+1.6% | Added |
| Clearstead Advisors, LLC | 450 | $9.22K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $6.14K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −6,581−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |