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, Q3 2025
Institutional positions in First Trust Enhanced Equity Income Fund as of Sep 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
- 60
- +2 vs. Q2 2025
- Shares held
- 6.35M
- +138.6K (+2.2%) vs. Q2 2025
- Total value
- $136.6M
- +$9.42M (+7.4%) vs. Q2 2025
- New holders
- 4
- 24 more added
- Sold out
- 2
- 17 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,716,224 | $36.9M | 0.00% | +14,259+0.8% | Added |
| Exeter Financial, LLC | 558,389 | $12.0M | 5.19% | +820+0.1% | Added |
| Wells Fargo & Company | 504,451 | $10.9M | 0.00% | −3,751−0.7% | Reduced |
| Invesco Ltd. | 381,976 | $8.22M | 0.00% | +7,411+2.0% | Added |
| UBS Group AG | 272,496 | $5.86M | 0.00% | −4,086−1.5% | Reduced |
| Raymond James Financial Inc | 258,979 | $5.57M | 0.00% | +5,873+2.3% | Added |
| Royal Bank of Canada | 249,593 | $5.37M | 0.00% | −9,832−3.8% | Reduced |
| Shaker Financial Services, LLC | 245,347 | $5.28M | 1.81% | +65,352+36.3% | Added |
| Guggenheim Capital LLC | 200,643 | $4.32M | 0.03% | −45,383−18.4% | Reduced |
| North Star Investment Management Corp. | 180,173 | $3.88M | 0.25% | +3,359+1.9% | Added |
| LPL Financial LLC | 173,220 | $3.73M | 0.00% | +21,991+14.5% | Added |
| Smith Asset Management Co., LLC | 158,566 | $3.41M | 2.91% | −3,615−2.2% | Reduced |
| Karpus Management, Inc. | 148,042 | $3.19M | 0.10% | −12,418−7.7% | Reduced |
| Cornerstone Advisors, LLC | 109,965 | $2.37M | 0.08% | +24,021+27.9% | Added |
| Wolverine Asset Management LLC | 94,167 | $2.03M | 0.03% | +785+0.8% | Added |
| Envestnet Asset Management Inc | 87,270 | $1.88M | 0.00% | +7,571+9.5% | Added |
| Creative Planning | 79,395 | $1.71M | 0.00% | +1,935+2.5% | Added |
| Integrated Wealth Concepts LLC | 78,316 | $1.69M | 0.02% | −569−0.7% | Reduced |
| Ameriprise Financial Inc | 64,401 | $1.39M | 0.00% | −6,408−9.0% | Reduced |
| Truist Financial Corp | 61,223 | $1.32M | 0.00% | +9,114+17.5% | Added |
| Advisor Group Holdings, Inc. | 60,643 | $1.29M | 0.00% | +595+1.0% | Added |
| PMG Family Office LLC | 57,164 | $1.23M | 1.37% | +57,164 | New |
| Heritage Wealth Management, Inc. | 51,042 | $1.10M | 0.32% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 45,650 | $982.4K | 0.01% | −392−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,110 | $669.5K | 0.00% | +660+2.2% | Added |
| Atomi Financial Group, Inc. | 29,924 | $644.0K | 0.02% | +1,176+4.1% | Added |
| D.A. Davidson & Co. | 29,485 | $634.5K | 0.00% | +2,814+10.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,323 | $609.5K | 0.00% | +963+3.5% | Added |
| Centurion Wealth Management LLC | 27,827 | $598.8K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,872 | $557.0K | 0.00% | +238+0.9% | Added |
| Commonwealth Equity Services, LLC | 25,677 | $553.0K | 0.00% | −24,418−48.7% | Reduced |
| Kestra Private Wealth Services, LLC | 25,257 | $543.5K | 0.01% | +533+2.2% | Added |
| Janney Montgomery Scott LLC | 22,633 | $487.0K | 0.00% | −784−3.3% | Reduced |
| Opal Wealth Advisors, LLC | 21,839 | $470.0K | 0.13% | −849−3.7% | Reduced |
| Green Harvest Asset Management LLC | 21,060 | $453.2K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 18,680 | $402.0K | 0.00% | +3,127+20.1% | Added |
| Benjamin Edwards Inc | 16,017 | $344.7K | 0.00% | +3,504+28.0% | Added |
| Koshinski Asset Management, Inc. | 15,612 | $336.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,315 | $329.6K | 0.00% | +15,315 | New |
| CWM, LLC | 14,649 | $315.0K | 0.00% | −2,500−14.6% | Reduced |
| Comerica Bank | 14,235 | $306.3K | 0.00% | −234−1.6% | Reduced |
| West Michigan Advisors, LLC | 13,419 | $288.8K | 0.07% | −516−3.7% | Reduced |
| Moloney Securities Asset Management, LLC | 13,032 | $280.5K | 0.03% | +280+2.2% | Added |
| GWM Advisors LLC | 12,730 | $273.9K | 0.00% | −600−4.5% | Reduced |
| Brown Brothers Harriman & Co | 12,626 | $271.7K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 12,096 | $260.3K | 0.14% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,769 | $253.3K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,379 | $223.3K | 0.02% | −404−3.7% | Reduced |
| International Assets Investment Management, LLC | 10,355 | $212.5K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,862 | $190.7K | 0.00% | +8,862 | New |
| EverSource Wealth Advisors, LLC | 7,993 | $172.0K | 0.01% | +7,993 | New |
| The PNC Financial Services Group, Inc. | 6,140 | $132.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,492 | $75.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,776 | $38.2K | 0.00% | +15+0.9% | Added |
| Principal Securities, Inc. | 1,768 | $38.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,600 | $34.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 920 | $19.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 633 | $13.6K | 0.00% | +12+1.9% | Added |
| JPMorgan Chase & Co | 300 | $6.46K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.73K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,911−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Aurora Private Wealth, Inc. | – | – | – | – | Not filed |