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