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 2026
Institutional positions in First Trust Enhanced Equity Income Fund as of Jun 30, 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
- 72
- +8 vs. Q1 2026
- Shares held
- 6.52M
- +22.5K (+0.3%) vs. Q1 2026
- Total value
- $145.7M
- +$12.1M (+9.1%) vs. Q1 2026
- New holders
- 10
- 28 more added
- Sold out
- 2
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding First Trust Enhanced Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 133 | $2.97K | 0.00% | +133 | New |
| Key Financial Inc | 218 | $4.87K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 300 | $6.60K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 402 | $8.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 668 | $14.9K | 0.00% | +12+1.8% | Added |
| Beacon Investment Advisory Services, Inc. | 900 | $20.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,175 | $25.5K | 0.00% | +215+22.4% | Added |
| Allied Private Wealth LLC | 1,132 | $25.5K | 0.02% | +1,132 | New |
| Farther Finance Advisors, LLC | 1,600 | $35.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,000 | $89.4K | 0.00% | −26,597−86.9% | Reduced |
| Harbour Investments, Inc. | 4,456 | $99.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,394 | $143.0K | 0.02% | +5,043+373.3% | Added |
| Axiom Investment Management LLC | 6,438 | $144.0K | 0.10% | +643+11.1% | Added |
| The PNC Financial Services Group, Inc. | 8,034 | $179.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,754 | $195.7K | 0.02% | +8,754 | New |
| Rockefeller Capital Management L.P. | 8,905 | $199.1K | 0.00% | +14+0.2% | Added |
| Keystone Financial Group | 9,374 | $209.6K | 0.01% | +9,374 | New |
| XTX Topco Ltd | 9,792 | $218.9K | 0.00% | +9,792 | New |
| Readystate Asset Management LP | 9,901 | $221.4K | 0.01% | −6,688−40.3% | Reduced |
| Stifel Financial Corp | 10,010 | $223.8K | 0.00% | +10,010 | New |
| GWM Advisors LLC | 10,130 | $226.5K | 0.00% | −2,000−16.5% | Reduced |
| CIBC Asset Management Inc | 10,260 | $229.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,482 | $256.7K | 0.00% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 11,802 | $263.9K | 0.04% | +204+1.8% | Added |
| West Michigan Advisors, LLC | 12,106 | $270.7K | 0.05% | −560−4.4% | Reduced |
| Brown Brothers Harriman & Co | 12,626 | $282.3K | 0.00% | 00.0% | Unchanged |
| Miller Financial Services LLC | 12,635 | $282.5K | 0.23% | +12,635 | New |
| International Assets Investment Management, LLC | 12,832 | $286.1K | 0.02% | +19+0.1% | Added |
| Sanctuary Advisors, LLC | 13,117 | $293.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,061 | $314.4K | 0.00% | +621+4.6% | Added |
| Fifth Third Bancorp | 14,097 | $315.2K | 0.00% | +16+0.1% | Added |
| Koshinski Asset Management, Inc. | 14,812 | $331.2K | 0.02% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 16,899 | $377.9K | 0.08% | +196+1.2% | Added |
| Benjamin Edwards Inc | 17,036 | $380.9K | 0.00% | −224−1.3% | Reduced |
| Cetera Investment Advisers | 17,959 | $401.6K | 0.00% | +2,368+15.2% | Added |
| Mission Wealth Management, LP | 18,042 | $403.4K | 0.01% | +18,042 | New |
| Janney Montgomery Scott LLC | 19,643 | $439.0K | 0.00% | +321+1.7% | Added |
| Commonwealth Equity Services, LLC | 20,386 | $455.8K | 0.00% | −4,964−19.6% | Reduced |
| Opal Wealth Advisors, LLC | 20,626 | $461.2K | 0.10% | −490−2.3% | Reduced |
| Bank of America Corp | 21,458 | $479.8K | 0.00% | +1,130+5.6% | Added |
| Kestra Private Wealth Services, LLC | 24,925 | $557.3K | 0.01% | +34+0.1% | Added |
| Aurora Private Wealth, Inc. | 25,128 | $562.0K | 0.36% | +895+3.7% | Added |
| Centurion Wealth Management LLC | 27,827 | $622.2K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,046 | $672.0K | 0.00% | +3,749+14.3% | Added |
| Global Retirement Partners, LLC | 32,919 | $736.1K | 0.01% | +32,919 | New |
| Wiley Bros.-Aintree Capital, LLC | 35,041 | $783.5K | 0.00% | +2,063+6.3% | Added |
| D.A. Davidson & Co. | 40,998 | $916.7K | 0.01% | +3,262+8.6% | Added |
| Warren Averett Asset Management, LLC | 47,089 | $1.05M | 0.01% | −1,803−3.7% | Reduced |
| Heritage Wealth Management, Inc. | 48,756 | $1.09M | 0.27% | +48,756 | New |
| Advisor Group Holdings, Inc. | 48,855 | $1.09M | 0.00% | −12,299−20.1% | Reduced |
| Ameriprise Financial Inc | 54,896 | $1.23M | 0.00% | +2,379+4.5% | Added |
| PMG Family Office LLC | 58,460 | $1.31M | 1.20% | +613+1.1% | Added |
| Advisors Asset Management, Inc. | 69,490 | $1.55M | 0.02% | +28,358+68.9% | Added |
| Integrated Wealth Concepts LLC | 70,723 | $1.58M | 0.01% | −2,706−3.7% | Reduced |
| Wolverine Asset Management LLC | 74,570 | $1.67M | 0.02% | −34,653−31.7% | Reduced |
| Creative Planning | 78,215 | $1.75M | 0.00% | −1,513−1.9% | Reduced |
| Guggenheim Capital LLC | 90,264 | $2.02M | 0.01% | −37,627−29.4% | Reduced |
| Truist Financial Corp | 95,323 | $2.13M | 0.00% | +5,011+5.5% | Added |
| Envestnet Asset Management Inc | 117,567 | $2.63M | 0.00% | +3,459+3.0% | Added |
| Karpus Management, Inc. | 134,313 | $3.00M | 0.09% | −617−0.5% | Reduced |
| Smith Asset Management Co., LLC | 149,777 | $3.35M | 2.63% | −3,465−2.3% | Reduced |
| North Star Investment Management Corp. | 171,184 | $3.83M | 0.21% | −7,333−4.1% | Reduced |
| LPL Financial LLC | 175,161 | $3.92M | 0.00% | +3,159+1.8% | Added |
| Royal Bank of Canada | 243,576 | $5.45M | 0.00% | −16,496−6.3% | Reduced |
| UBS Group AG | 263,111 | $5.88M | 0.00% | −1,366−0.5% | Reduced |
| Raymond James Financial Inc | 291,345 | $6.51M | 0.00% | +21,482+8.0% | Added |
| Shaker Financial Services, LLC | 328,741 | $7.35M | 2.30% | −6,114−1.8% | Reduced |
| Invesco Ltd. | 439,588 | $9.83M | 0.00% | +16,601+3.9% | Added |
| Wells Fargo & Company | 457,317 | $10.2M | 0.00% | −67,896−12.9% | Reduced |
| Exeter Financial, LLC | 584,911 | $13.1M | 5.00% | +5,889+1.0% | Added |
| Morgan Stanley | 1,809,892 | $40.5M | 0.00% | +27,041+1.5% | Added |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −26,385−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |