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 |
|---|---|---|---|---|---|
| Key Financial Inc | 218 | $4.73K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $6.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 633 | $13.6K | 0.00% | +12+1.9% | Added |
| Global Retirement Partners, LLC | 920 | $19.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,600 | $34.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,768 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,776 | $38.2K | 0.00% | +15+0.9% | Added |
| Harbour Investments, Inc. | 3,492 | $75.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,140 | $132.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,993 | $172.0K | 0.01% | +7,993 | New |
| Rockefeller Capital Management L.P. | 8,862 | $190.7K | 0.00% | +8,862 | New |
| International Assets Investment Management, LLC | 10,355 | $212.5K | 0.02% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,379 | $223.3K | 0.02% | −404−3.7% | Reduced |
| Sanctuary Advisors, LLC | 11,769 | $253.3K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 12,096 | $260.3K | 0.14% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,626 | $271.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,730 | $273.9K | 0.00% | −600−4.5% | Reduced |
| Moloney Securities Asset Management, LLC | 13,032 | $280.5K | 0.03% | +280+2.2% | Added |
| West Michigan Advisors, LLC | 13,419 | $288.8K | 0.07% | −516−3.7% | Reduced |
| Comerica Bank | 14,235 | $306.3K | 0.00% | −234−1.6% | Reduced |
| CWM, LLC | 14,649 | $315.0K | 0.00% | −2,500−14.6% | Reduced |
| Cetera Investment Advisers | 15,315 | $329.6K | 0.00% | +15,315 | New |
| Koshinski Asset Management, Inc. | 15,612 | $336.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16,017 | $344.7K | 0.00% | +3,504+28.0% | Added |
| Bank of America Corp | 18,680 | $402.0K | 0.00% | +3,127+20.1% | Added |
| Green Harvest Asset Management LLC | 21,060 | $453.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 21,839 | $470.0K | 0.13% | −849−3.7% | Reduced |
| Janney Montgomery Scott LLC | 22,633 | $487.0K | 0.00% | −784−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 25,257 | $543.5K | 0.01% | +533+2.2% | Added |
| Commonwealth Equity Services, LLC | 25,677 | $553.0K | 0.00% | −24,418−48.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,872 | $557.0K | 0.00% | +238+0.9% | Added |
| Centurion Wealth Management LLC | 27,827 | $598.8K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 28,323 | $609.5K | 0.00% | +963+3.5% | Added |
| D.A. Davidson & Co. | 29,485 | $634.5K | 0.00% | +2,814+10.6% | Added |
| Atomi Financial Group, Inc. | 29,924 | $644.0K | 0.02% | +1,176+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 31,110 | $669.5K | 0.00% | +660+2.2% | Added |
| Warren Averett Asset Management, LLC | 45,650 | $982.4K | 0.01% | −392−0.9% | Reduced |
| Heritage Wealth Management, Inc. | 51,042 | $1.10M | 0.32% | 00.0% | Unchanged |
| PMG Family Office LLC | 57,164 | $1.23M | 1.37% | +57,164 | New |
| Advisor Group Holdings, Inc. | 60,643 | $1.29M | 0.00% | +595+1.0% | Added |
| Truist Financial Corp | 61,223 | $1.32M | 0.00% | +9,114+17.5% | Added |
| Ameriprise Financial Inc | 64,401 | $1.39M | 0.00% | −6,408−9.0% | Reduced |
| Integrated Wealth Concepts LLC | 78,316 | $1.69M | 0.02% | −569−0.7% | Reduced |
| Creative Planning | 79,395 | $1.71M | 0.00% | +1,935+2.5% | Added |
| Envestnet Asset Management Inc | 87,270 | $1.88M | 0.00% | +7,571+9.5% | Added |
| Wolverine Asset Management LLC | 94,167 | $2.03M | 0.03% | +785+0.8% | Added |
| Cornerstone Advisors, LLC | 109,965 | $2.37M | 0.08% | +24,021+27.9% | Added |
| Karpus Management, Inc. | 148,042 | $3.19M | 0.10% | −12,418−7.7% | Reduced |
| Smith Asset Management Co., LLC | 158,566 | $3.41M | 2.91% | −3,615−2.2% | Reduced |
| LPL Financial LLC | 173,220 | $3.73M | 0.00% | +21,991+14.5% | Added |
| North Star Investment Management Corp. | 180,173 | $3.88M | 0.25% | +3,359+1.9% | Added |
| Guggenheim Capital LLC | 200,643 | $4.32M | 0.03% | −45,383−18.4% | Reduced |
| Shaker Financial Services, LLC | 245,347 | $5.28M | 1.81% | +65,352+36.3% | Added |
| Royal Bank of Canada | 249,593 | $5.37M | 0.00% | −9,832−3.8% | Reduced |
| Raymond James Financial Inc | 258,979 | $5.57M | 0.00% | +5,873+2.3% | Added |
| UBS Group AG | 272,496 | $5.86M | 0.00% | −4,086−1.5% | Reduced |
| Invesco Ltd. | 381,976 | $8.22M | 0.00% | +7,411+2.0% | Added |
| Wells Fargo & Company | 504,451 | $10.9M | 0.00% | −3,751−0.7% | Reduced |
| Exeter Financial, LLC | 558,389 | $12.0M | 5.19% | +820+0.1% | Added |
| Morgan Stanley | 1,716,224 | $36.9M | 0.00% | +14,259+0.8% | Added |
| 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 |