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, Q1 2026
Institutional positions in First Trust Enhanced Equity Income Fund as of Mar 31, 2026. 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
- 65
- −2 vs. Q4 2025
- Shares held
- 6.51M
- +31.8K (+0.5%) vs. Q4 2025
- Total value
- $133.9M
- −$8.77M (−6.1%) vs. Q4 2025
- New holders
- 8
- 27 more added
- Sold out
- 10
- 17 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,782,851 | $36.4M | 0.00% | +32,978+1.9% | Added |
| Exeter Financial, LLC | 579,022 | $11.8M | 4.82% | +4,796+0.8% | Added |
| Wells Fargo & Company | 525,213 | $10.7M | 0.00% | +15,600+3.1% | Added |
| Invesco Ltd. | 422,987 | $8.63M | 0.00% | +7,853+1.9% | Added |
| Shaker Financial Services, LLC | 334,855 | $6.83M | 2.38% | +48,275+16.8% | Added |
| Raymond James Financial Inc | 269,863 | $5.51M | 0.00% | +7,573+2.9% | Added |
| UBS Group AG | 264,477 | $5.40M | 0.00% | −11,575−4.2% | Reduced |
| Royal Bank of Canada | 260,072 | $5.30M | 0.00% | +15,241+6.2% | Added |
| North Star Investment Management Corp. | 178,517 | $3.64M | 0.22% | −6,026−3.3% | Reduced |
| LPL Financial LLC | 172,002 | $3.51M | 0.00% | −4,073−2.3% | Reduced |
| Smith Asset Management Co., LLC | 153,242 | $3.13M | 2.68% | −426−0.3% | Reduced |
| Karpus Management, Inc. | 134,930 | $2.75M | 0.09% | −7,250−5.1% | Reduced |
| Guggenheim Capital LLC | 127,891 | $2.61M | 0.02% | −48,647−27.6% | Reduced |
| Envestnet Asset Management Inc | 114,108 | $2.33M | 0.00% | +32,509+39.8% | Added |
| Wolverine Asset Management LLC | 109,223 | $2.23M | 0.03% | +46,706+74.7% | Added |
| Truist Financial Corp | 90,312 | $1.84M | 0.00% | +11,766+15.0% | Added |
| Creative Planning | 79,728 | $1.63M | 0.00% | −45−0.1% | Reduced |
| Clear Point Advisors Inc. | 26,385 | $1.58M | 1.27% | +26,385 | New |
| Integrated Wealth Concepts LLC | 73,429 | $1.50M | 0.01% | +3,288+4.7% | Added |
| Advisor Group Holdings, Inc. | 61,154 | $1.25M | 0.00% | −635−1.0% | Reduced |
| PMG Family Office LLC | 57,847 | $1.18M | 1.32% | +678+1.2% | Added |
| Ameriprise Financial Inc | 52,517 | $1.07M | 0.00% | −8,226−13.5% | Reduced |
| Warren Averett Asset Management, LLC | 48,892 | $997.4K | 0.01% | +3,200+7.0% | Added |
| Advisors Asset Management, Inc. | 41,132 | $839.1K | 0.01% | +41,132 | New |
| D.A. Davidson & Co. | 37,736 | $769.8K | 0.00% | −2,856−7.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,978 | $672.7K | 0.00% | −907−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,597 | $624.2K | 0.00% | +40.0% | Added |
| Centurion Wealth Management LLC | 27,827 | $567.7K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,297 | $536.0K | 0.00% | +46+0.2% | Added |
| Aurora Private Wealth, Inc. | 24,233 | $534.0K | 0.38% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,350 | $517.1K | 0.00% | −370−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 24,891 | $507.8K | 0.01% | −327−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 21,116 | $430.8K | 0.10% | −660−3.0% | Reduced |
| Bank of America Corp | 20,328 | $414.7K | 0.00% | +1,176+6.1% | Added |
| CWM, LLC | 19,374 | $395.2K | 0.00% | +4,725+32.3% | Added |
| Janney Montgomery Scott LLC | 19,322 | $394.0K | 0.00% | −2,191−10.2% | Reduced |
| Benjamin Edwards Inc | 17,260 | $352.1K | 0.00% | +57+0.3% | Added |
| Logan Stone Capital, LLC | 16,703 | $340.7K | 0.09% | −2,064−11.0% | Reduced |
| Readystate Asset Management LP | 16,589 | $338.4K | 0.02% | −21,746−56.7% | Reduced |
| Cetera Investment Advisers | 15,591 | $318.1K | 0.00% | +146+0.9% | Added |
| Koshinski Asset Management, Inc. | 14,812 | $302.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,081 | $287.3K | 0.00% | +14,081 | New |
| Kestra Advisory Services, LLC | 13,440 | $274.2K | 0.00% | +3,083+29.8% | Added |
| Sanctuary Advisors, LLC | 13,117 | $267.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,813 | $264.7K | 0.02% | +21+0.2% | Added |
| West Michigan Advisors, LLC | 12,666 | $258.4K | 0.06% | +25+0.2% | Added |
| Brown Brothers Harriman & Co | 12,626 | $257.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,130 | $247.5K | 0.00% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 11,598 | $236.6K | 0.04% | +11,598 | New |
| Two Sigma Investments, LP | 11,482 | $234.2K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,260 | $209.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,891 | $181.4K | 0.00% | +15+0.2% | Added |
| The PNC Financial Services Group, Inc. | 8,034 | $163.9K | 0.00% | +1,894+30.8% | Added |
| Axiom Investment Management LLC | 5,795 | $118.2K | 0.09% | +5,795 | New |
| Harbour Investments, Inc. | 4,456 | $90.9K | 0.00% | +600+15.6% | Added |
| Global Assets Advisory, LLC | 2,000 | $40.8K | 0.01% | +2,000 | New |
| Farther Finance Advisors, LLC | 1,600 | $33.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,351 | $27.6K | 0.00% | +201+17.5% | Added |
| Central Trust Co | 1,000 | $20.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 960 | $18.9K | 0.00% | +960 | New |
| Beacon Investment Advisory Services, Inc. | 900 | $18.4K | 0.00% | +900 | New |
| AdvisorNet Financial, Inc | 656 | $13.4K | 0.00% | +12+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 402 | $8.20K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $5.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 218 | $4.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −79,226−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −50,242−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −31,217−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −10,164−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |