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, Q4 2025
Institutional positions in First Trust Enhanced Equity Income Fund as of Dec 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
- 69
- +10 vs. Q3 2025
- Shares held
- 6.52M
- +181.0K (+2.9%) vs. Q3 2025
- Total value
- $143.5M
- +$7.18M (+5.3%) vs. Q3 2025
- New holders
- 14
- 28 more added
- Sold out
- 4
- 19 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,749,873 | $38.5M | 0.00% | +33,649+2.0% | Added |
| Exeter Financial, LLC | 574,226 | $12.6M | 5.38% | +15,837+2.8% | Added |
| Wells Fargo & Company | 509,613 | $11.2M | 0.00% | +5,162+1.0% | Added |
| Invesco Ltd. | 415,134 | $9.14M | 0.00% | +33,158+8.7% | Added |
| Shaker Financial Services, LLC | 286,580 | $6.31M | 2.00% | +41,233+16.8% | Added |
| UBS Group AG | 276,052 | $6.08M | 0.00% | +3,556+1.3% | Added |
| Raymond James Financial Inc | 262,290 | $5.78M | 0.00% | +3,311+1.3% | Added |
| Royal Bank of Canada | 244,831 | $5.39M | 0.00% | −4,762−1.9% | Reduced |
| North Star Investment Management Corp. | 184,543 | $4.06M | 0.25% | +4,370+2.4% | Added |
| Guggenheim Capital LLC | 176,538 | $3.89M | 0.03% | −24,105−12.0% | Reduced |
| LPL Financial LLC | 176,075 | $3.88M | 0.00% | +2,855+1.6% | Added |
| Smith Asset Management Co., LLC | 153,668 | $3.38M | 2.79% | −4,898−3.1% | Reduced |
| Karpus Management, Inc. | 142,180 | $3.13M | 0.10% | −5,862−4.0% | Reduced |
| Envestnet Asset Management Inc | 81,599 | $1.80M | 0.00% | −5,671−6.5% | Reduced |
| Creative Planning | 79,773 | $1.76M | 0.00% | +378+0.5% | Added |
| Cornerstone Advisors, LLC | 79,226 | $1.74M | 0.06% | −30,739−28.0% | Reduced |
| Truist Financial Corp | 78,546 | $1.73M | 0.00% | +17,323+28.3% | Added |
| Integrated Wealth Concepts LLC | 70,141 | $1.54M | 0.02% | −8,175−10.4% | Reduced |
| Wolverine Asset Management LLC | 62,517 | $1.38M | 0.02% | −31,650−33.6% | Reduced |
| Advisor Group Holdings, Inc. | 61,789 | $1.36M | 0.00% | +1,146+1.9% | Added |
| Ameriprise Financial Inc | 60,743 | $1.34M | 0.00% | −3,658−5.7% | Reduced |
| PMG Family Office LLC | 57,169 | $1.26M | 1.45% | +50.0% | Added |
| Heritage Wealth Management, Inc. | 50,242 | $1.11M | 0.31% | −800−1.6% | Reduced |
| Warren Averett Asset Management, LLC | 45,692 | $1.01M | 0.01% | +42+0.1% | Added |
| D.A. Davidson & Co. | 40,592 | $893.9K | 0.01% | +11,107+37.7% | Added |
| Readystate Asset Management LP | 38,335 | $844.1K | 0.04% | +38,335 | New |
| Wiley Bros.-Aintree Capital, LLC | 33,885 | $746.1K | 0.00% | +5,562+19.6% | Added |
| Atomi Financial Group, Inc. | 31,217 | $687.4K | 0.02% | +1,293+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 30,593 | $673.7K | 0.00% | −517−1.7% | Reduced |
| Centurion Wealth Management LLC | 27,827 | $612.8K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,251 | $578.0K | 0.00% | +379+1.5% | Added |
| Commonwealth Equity Services, LLC | 25,720 | $566.4K | 0.00% | +43+0.2% | Added |
| Kestra Private Wealth Services, LLC | 25,218 | $555.3K | 0.01% | −39−0.2% | Reduced |
| Global Retirement Partners, LLC | 24,318 | $535.5K | 0.01% | +23,398+2,543.3% | Added |
| Aurora Private Wealth, Inc. | 24,233 | $534.0K | 0.35% | +24,233 | New |
| Opal Wealth Advisors, LLC | 21,776 | $479.5K | 0.13% | −63−0.3% | Reduced |
| Janney Montgomery Scott LLC | 21,513 | $474.0K | 0.00% | −1,120−4.9% | Reduced |
| Bank of America Corp | 19,152 | $421.7K | 0.00% | +472+2.5% | Added |
| Logan Stone Capital, LLC | 18,767 | $413.2K | 0.10% | +18,767 | New |
| Benjamin Edwards Inc | 17,203 | $378.8K | 0.00% | +1,186+7.4% | Added |
| Cetera Investment Advisers | 15,445 | $340.1K | 0.00% | +130+0.8% | Added |
| Koshinski Asset Management, Inc. | 14,812 | $326.2K | 0.02% | −800−5.1% | Reduced |
| CWM, LLC | 14,649 | $323.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,064 | $309.7K | 0.00% | −171−1.2% | Reduced |
| Sanctuary Advisors, LLC | 13,117 | $288.8K | 0.00% | +1,348+11.5% | Added |
| International Assets Investment Management, LLC | 12,792 | $281.7K | 0.02% | +2,437+23.5% | Added |
| West Michigan Advisors, LLC | 12,641 | $278.4K | 0.06% | −778−5.8% | Reduced |
| Brown Brothers Harriman & Co | 12,626 | $278.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,130 | $267.1K | 0.00% | −600−4.7% | Reduced |
| West Bancorporation Inc | 12,096 | $266.4K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,482 | $252.8K | 0.00% | +11,482 | New |
| Kestra Advisory Services, LLC | 10,357 | $228.1K | 0.00% | +10,357 | New |
| CIBC Asset Management Inc | 10,260 | $225.9K | 0.00% | +10,260 | New |
| Stifel Financial Corp | 10,185 | $224.3K | 0.00% | +10,185 | New |
| Certified Advisory Corp | 10,164 | $223.8K | 0.02% | −215−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 8,876 | $195.5K | 0.00% | +14+0.2% | Added |
| The PNC Financial Services Group, Inc. | 6,140 | $135.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,856 | $84.9K | 0.00% | +364+10.4% | Added |
| Farther Finance Advisors, LLC | 1,600 | $35.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,150 | $25.3K | 0.00% | +1,150 | New |
| CoreCap Advisors, LLC | 1,100 | $24.2K | 0.00% | +1,100 | New |
| Central Trust Co | 1,000 | $22.0K | 0.00% | +1,000 | New |
| Navalign, LLC | 786 | $17.3K | 0.00% | +786 | New |
| AdvisorNet Financial, Inc | 644 | $14.2K | 0.00% | +11+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 416 | $9.16K | 0.00% | +416 | New |
| Strategic Wealth Partners, Ltd. | 402 | $8.85K | 0.00% | +402 | New |
| JPMorgan Chase & Co | 300 | $6.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.80K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $551 | 0.00% | +25 | New |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −21,060−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,993−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |