First Trust Enhanced Equity Income Fund
FFA- 交易所
- NYSE
- SEC CIK
- 0001291334
近 90 天，First Trust Enhanced Equity Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 72 家機構在 13F 申報持有，市值合計 $1.46 億；沒有大師持有。
2021 年第 2 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 52
- 較 2021 年第 1 季 0 家
- 持有股數
- 570.0 萬
- 較 2021 年第 1 季 −23.5 萬 (−4.0%)
- 總市值
- $1.16 億
- 較 2021 年第 1 季 +$499.6 萬 (+4.5%)
- 新進機構
- 5
- 另有 20 家加碼
- 清倉機構
- 5
- 另有 13 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FFA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 72 | $1.46 億 |
| 2026 年第 1 季 | 65 | $1.34 億 |
| 2025 年第 4 季 | 69 | $1.44 億 |
| 2025 年第 3 季 | 60 | $1.37 億 |
| 2025 年第 2 季 | 59 | $1.28 億 |
| 2025 年第 1 季 | 63 | $1.19 億 |
| 2024 年第 4 季 | 65 | $1.28 億 |
| 2024 年第 3 季 | 64 | $1.30 億 |
| 2024 年第 2 季 | 62 | $1.18 億 |
| 2024 年第 1 季 | 55 | $1.10 億 |
| 2023 年第 4 季 | 54 | $1.06 億 |
| 2023 年第 3 季 | 54 | $9,731 萬 |
| 2023 年第 2 季 | 55 | $9,856 萬 |
| 2023 年第 1 季 | 61 | $9,405 萬 |
| 2022 年第 4 季 | 60 | $9,208 萬 |
| 2022 年第 3 季 | 56 | $8,333 萬 |
| 2022 年第 2 季 | 53 | $9,234 萬 |
| 2022 年第 1 季 | 53 | $1.09 億 |
| 2021 年第 4 季 | 56 | $1.22 億 |
| 2021 年第 3 季 | 51 | $1.11 億 |
| 2021 年第 2 季 | 52 | $1.16 億 |
| 2021 年第 1 季 | 52 | $1.11 億 |
2021 年第 2 季持有機構
每家機構持有 First Trust Enhanced Equity Income Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,367,053 | $2,778 萬 | 0.00% | +6,262+0.5% | 加碼 |
| Invesco Ltd. | 506,624 | $1,030 萬 | 0.00% | +11,315+2.3% | 加碼 |
| Exeter Financial, LLC | 468,941 | $969.3 萬 | 5.62% | −14,153−2.9% | 減碼 |
| Raymond James & Associates | 474,005 | $963.2 萬 | 0.01% | −3,032−0.6% | 減碼 |
| Guggenheim Capital LLC | 416,725 | $846.8 萬 | 0.05% | −25,360−5.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 314,794 | $639.7 萬 | 0.01% | +7,834+2.6% | 加碼 |
| UBS Group AG | 299,555 | $608.6 萬 | 0.00% | +9,992+3.5% | 加碼 |
| Royal Bank of Canada | 287,822 | $584.9 萬 | 0.00% | +22,059+8.3% | 加碼 |
| Advisors Asset Management, Inc. | 281,285 | $571.6 萬 | 0.08% | +16,944+6.4% | 加碼 |
| Wells Fargo & Company | 240,289 | $488.2 萬 | 0.00% | +31,108+14.9% | 加碼 |
| North Star Investment Management Corp. | 201,107 | $408.6 萬 | 0.32% | +2,856+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 91,452 | $185.9 萬 | 0.00% | +25,060+37.7% | 加碼 |
| Shaker Financial Services, LLC | 74,942 | $152.3 萬 | 0.56% | −218,442−74.5% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,837 | $143.9 萬 | 0.45% | −70,586−49.9% | 減碼 |
| 9258 Wealth Management, LLC | 63,813 | $129.7 萬 | 0.35% | +156+0.2% | 加碼 |
| Ameriprise Financial Inc | 55,625 | $113.0 萬 | 0.00% | +4,509+8.8% | 加碼 |
| Envestnet Asset Management Inc | 54,324 | $110.4 萬 | 0.00% | +54,324 | 新進 |
| Spire Wealth Management | 53,126 | $108.0 萬 | 0.03% | +708+1.4% | 加碼 |
| Opal Wealth Advisors, LLC | 51,094 | $103.8 萬 | 0.97% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 38,732 | $78.7 萬 | 0.00% | −1,741−4.3% | 減碼 |
| LPL Financial LLC | 31,428 | $63.9 萬 | 0.00% | −18,490−37.0% | 減碼 |
| Commonwealth Equity Services, LLC | 31,312 | $63.6 萬 | 0.00% | +308+1.0% | 加碼 |
| International Assets Investment Management, LLC | 23,741 | $48.2 萬 | 0.09% | −23,472−49.7% | 減碼 |
| Stifel Financial Corp | 22,573 | $45.8 萬 | 0.00% | −15,867−41.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 19,849 | $40.3 萬 | 0.00% | −592−2.9% | 減碼 |
| Raymond James Trust N.A. | 18,572 | $37.8 萬 | 0.01% | −172−0.9% | 減碼 |
| American Portfolios Advisors | 16,770 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 15,075 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 11,251 | $22.9 萬 | 0.01% | +20.0% | 加碼 |
| Institute for Wealth Management, LLC. | 11,081 | $22.5 萬 | 0.04% | −27−0.2% | 減碼 |
| Bank of America Corp | 11,085 | $22.5 萬 | 0.00% | +1,298+13.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 10,896 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 10,708 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Mid Atlantic Financial Management Inc | 10,500 | $21.3 萬 | 0.01% | +10,500 | 新進 |
| Cetera Advisor Networks LLC | 9,980 | $20.3 萬 | 0.00% | +9,980 | 新進 |
| NEXT Financial Group, Inc | 6,030 | $12.3 萬 | 0.01% | +1,846+44.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,000 | $12.2 萬 | 0.00% | −8,525−58.7% | 減碼 |
| CWM, LLC | 5,225 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 3,000 | $6.10 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,632 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 1,779 | $3.60 萬 | 0.03% | +29+1.7% | 加碼 |
| Geneos Wealth Management Inc. | 1,315 | $2.70 萬 | 0.00% | +200+17.9% | 加碼 |
| Arkadios Wealth Advisors | 1,236 | $2.50 萬 | 0.00% | +1,042+537.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 907 | $1.80 萬 | 0.00% | +14+1.6% | 加碼 |
| FourThought Financial, LLC | 784 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 721 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 700 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 640 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 562 | $1.10 萬 | 0.00% | +562 | 新進 |
| Advisory Services Network, LLC | 497 | $1.00 萬 | 0.00% | +497 | 新進 |
| Phoenix Wealth Advisors | 400 | $8,000 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 218 | $4,000 | 0.00% | 00.0% | 不變 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −44,898−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −7,166−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −836−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −814−100.0% | 清倉 |