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。
2023 年第 1 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2023/3/31 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
- 61
- 較 2022 年第 4 季 +1 家
- 持有股數
- 568.9 萬
- 較 2022 年第 4 季 −15.3 萬 (−2.6%)
- 總市值
- $9,405 萬
- 較 2022 年第 4 季 +$198.0 萬 (+2.1%)
- 新進機構
- 7
- 另有 23 家加碼
- 清倉機構
- 6
- 另有 18 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,440,600 | $2,380 萬 | 0.00% | +21,675+1.5% | 加碼 |
| Exeter Financial, LLC | 526,294 | $876.8 萬 | 4.39% | +4,908+0.9% | 加碼 |
| Wells Fargo & Company | 407,880 | $673.8 萬 | 0.00% | +82,054+25.2% | 加碼 |
| Shaker Financial Services, LLC | 352,707 | $582.7 萬 | 2.55% | −206,664−36.9% | 減碼 |
| UBS Group AG | 284,773 | $470.4 萬 | 0.00% | +8,315+3.0% | 加碼 |
| Karpus Management, Inc. | 282,130 | $466.1 萬 | 0.15% | +6,584+2.4% | 加碼 |
| Royal Bank of Canada | 271,102 | $447.9 萬 | 0.00% | +168+0.1% | 加碼 |
| Invesco Ltd. | 269,581 | $445.3 萬 | 0.00% | −75,157−21.8% | 減碼 |
| Raymond James & Associates | 254,534 | $420.5 萬 | 0.00% | −4,922−1.9% | 減碼 |
| Advisors Asset Management, Inc. | 241,288 | $398.6 萬 | 0.08% | +5,162+2.2% | 加碼 |
| North Star Investment Management Corp. | 204,185 | $337.3 萬 | 0.28% | +3,550+1.8% | 加碼 |
| Guggenheim Capital LLC | 143,773 | $237.5 萬 | 0.02% | −61,602−30.0% | 減碼 |
| Integrated Wealth Concepts LLC | 109,245 | $180.5 萬 | 0.04% | +109,245 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 86,456 | $142.8 萬 | 0.00% | +11,576+15.5% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 71,381 | $117.9 萬 | 0.36% | −504−0.7% | 減碼 |
| Advisor Group Holdings, Inc. | 70,506 | $116.5 萬 | 0.00% | +2,156+3.2% | 加碼 |
| Envestnet Asset Management Inc | 64,514 | $106.6 萬 | 0.00% | +10,462+19.4% | 加碼 |
| 9258 Wealth Management, LLC | 54,564 | $90.1 萬 | 0.18% | −81−0.1% | 減碼 |
| LPL Financial LLC | 51,411 | $84.9 萬 | 0.00% | +4,043+8.5% | 加碼 |
| Opal Wealth Advisors, LLC | 38,471 | $63.6 萬 | 0.37% | −1,591−4.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 37,058 | $61.2 萬 | 0.01% | +455+1.2% | 加碼 |
| Ameriprise Financial Inc | 36,644 | $60.5 萬 | 0.00% | −366−1.0% | 減碼 |
| Commonwealth Equity Services, LLC | 35,500 | $58.6 萬 | 0.00% | +189+0.5% | 加碼 |
| Janney Montgomery Scott LLC | 29,290 | $48.4 萬 | 0.00% | −389−1.3% | 減碼 |
| Centurion Wealth Management LLC | 27,890 | $46.1 萬 | 0.24% | +53+0.2% | 加碼 |
| Spire Wealth Management | 27,890 | $46.1 萬 | 0.02% | +25,184+930.7% | 加碼 |
| Truist Financial Corp | 26,289 | $43.4 萬 | 0.00% | +11,864+82.2% | 加碼 |
| HighTower Advisors, LLC | 18,835 | $31.2 萬 | 0.00% | −363−1.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 18,765 | $31.0 萬 | 0.00% | +1,186+6.7% | 加碼 |
| Raymond James Trust N.A. | 17,641 | $29.1 萬 | 0.01% | +762+4.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,076 | $28.2 萬 | 0.01% | +20.0% | 加碼 |
| Aurora Private Wealth, Inc. | 14,585 | $24.1 萬 | 0.26% | +287+2.0% | 加碼 |
| International Assets Investment Management, LLC | 14,201 | $23.5 萬 | 0.03% | −632−4.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 14,200 | $23.5 萬 | 0.18% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 13,712 | $22.7 萬 | 0.13% | −79−0.6% | 減碼 |
| Rockefeller Capital Management L.P. | 13,667 | $22.5 萬 | 0.00% | −434−3.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,329 | $22.0 萬 | 0.00% | −550−4.0% | 減碼 |
| Buckingham Strategic Partners | 13,000 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Doliver Advisors, LP | 12,329 | $20.4 萬 | 0.06% | −800−6.1% | 減碼 |
| Bank of America Corp | 11,633 | $19.2 萬 | 0.00% | −381−3.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 11,132 | $18.4 萬 | 0.01% | +1,072+10.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 10,000 | $16.5 萬 | 0.00% | +10,000 | 新進 |
| The PNC Financial Services Group, Inc. | 7,663 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 6,430 | $10.6 萬 | 0.00% | +1,250+24.1% | 加碼 |
| Elequin Capital LP | 1,924 | $3.18 萬 | 0.02% | −6,034−75.8% | 減碼 |
| Beacon Capital Management, LLC | 1,880 | $3.11 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,579 | $2.61 萬 | 0.01% | +1,579 | 新進 |
| Gradient Investments LLC | 1,101 | $1.82 萬 | 0.00% | +1,101 | 新進 |
| Belpointe Asset Management LLC | 1,000 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 1,000 | $1.65 萬 | 0.02% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,007 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 968 | $1.50 萬 | 0.00% | −2,269−70.1% | 減碼 |
| Global Retirement Partners, LLC | 825 | $1.37 萬 | 0.00% | +825 | 新進 |
| Ameritas Advisory Services, LLC | 693 | $1.15 萬 | 0.00% | +693 | 新進 |
| GPS Wealth Strategies Group, LLC | 666 | $1.10 萬 | 0.00% | +666 | 新進 |
| AdvisorNet Financial, Inc | 600 | $9,912 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 500 | $8,260 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 497 | $8,210 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 232 | $3,832 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 218 | $3,601 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 185 | $3,056 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −115,084−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −117−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −117−100.0% | 清倉 |