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 2 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2023/6/30 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
- 55
- 較 2023 年第 1 季 −5 家
- 持有股數
- 562.2 萬
- 較 2023 年第 1 季 −6.53 萬 (−1.1%)
- 總市值
- $9,856 萬
- 較 2023 年第 1 季 +$452.9 萬 (+4.8%)
- 新進機構
- 4
- 另有 21 家加碼
- 清倉機構
- 9
- 另有 17 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,450,673 | $2,543 萬 | 0.00% | +10,073+0.7% | 加碼 |
| Exeter Financial, LLC | 528,706 | $927.4 萬 | 4.78% | +2,412+0.5% | 加碼 |
| Wells Fargo & Company | 500,119 | $876.7 萬 | 0.00% | +92,239+22.6% | 加碼 |
| Karpus Management, Inc. | 313,724 | $550.0 萬 | 0.17% | +31,594+11.2% | 加碼 |
| Royal Bank of Canada | 271,649 | $476.2 萬 | 0.00% | +547+0.2% | 加碼 |
| UBS Group AG | 267,545 | $469.0 萬 | 0.00% | −17,228−6.0% | 減碼 |
| Invesco Ltd. | 252,175 | $442.1 萬 | 0.00% | −17,406−6.5% | 減碼 |
| Raymond James & Associates | 245,127 | $429.7 萬 | 0.00% | −9,407−3.7% | 減碼 |
| Advisors Asset Management, Inc. | 226,746 | $397.5 萬 | 0.08% | −14,542−6.0% | 減碼 |
| North Star Investment Management Corp. | 206,325 | $361.7 萬 | 0.29% | +2,140+1.0% | 加碼 |
| Guggenheim Capital LLC | 204,330 | $358.2 萬 | 0.03% | +60,557+42.1% | 加碼 |
| Shaker Financial Services, LLC | 152,780 | $267.8 萬 | 1.17% | −199,927−56.7% | 減碼 |
| Integrated Wealth Concepts LLC | 98,834 | $173.3 萬 | 0.03% | −10,411−9.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 75,180 | $131.8 萬 | 0.00% | −11,276−13.0% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 70,330 | $123.3 萬 | 0.37% | −1,051−1.5% | 減碼 |
| Advisor Group Holdings, Inc. | 67,814 | $118.9 萬 | 0.00% | −2,692−3.8% | 減碼 |
| Envestnet Asset Management Inc | 63,991 | $112.2 萬 | 0.00% | −523−0.8% | 減碼 |
| LPL Financial LLC | 56,117 | $98.4 萬 | 0.00% | +4,706+9.2% | 加碼 |
| 9258 Wealth Management, LLC | 49,640 | $87.0 萬 | 0.16% | −4,924−9.0% | 減碼 |
| Opal Wealth Advisors, LLC | 37,762 | $66.2 萬 | 0.33% | −709−1.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 37,058 | $65.0 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 36,578 | $64.1 萬 | 0.00% | +1,078+3.0% | 加碼 |
| Ameriprise Financial Inc | 36,351 | $63.7 萬 | 0.00% | −293−0.8% | 減碼 |
| Cornerstone Advisors, LLC | 29,985 | $52.6 萬 | 0.03% | +29,985 | 新進 |
| Janney Montgomery Scott LLC | 29,464 | $51.7 萬 | 0.00% | +174+0.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 27,978 | $49.0 萬 | 0.00% | +9,213+49.1% | 加碼 |
| Spire Wealth Management | 27,940 | $49.0 萬 | 0.02% | +50+0.2% | 加碼 |
| Centurion Wealth Management LLC | 27,940 | $49.0 萬 | 0.24% | +50+0.2% | 加碼 |
| Truist Financial Corp | 26,742 | $46.9 萬 | 0.00% | +453+1.7% | 加碼 |
| Raymond James Trust N.A. | 24,669 | $43.2 萬 | 0.01% | +7,028+39.8% | 加碼 |
| HighTower Advisors, LLC | 18,966 | $33.1 萬 | 0.00% | +131+0.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,123 | $30.0 萬 | 0.01% | +47+0.3% | 加碼 |
| Aurora Private Wealth, Inc. | 14,862 | $26.1 萬 | 0.30% | +277+1.9% | 加碼 |
| International Assets Investment Management, LLC | 14,554 | $25.5 萬 | 0.03% | +353+2.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 13,769 | $24.1 萬 | 0.15% | −431−3.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,329 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 13,000 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 12,243 | $21.5 萬 | 0.00% | +4,580+59.8% | 加碼 |
| Rockefeller Capital Management L.P. | 12,177 | $21.3 萬 | 0.00% | −1,490−10.9% | 減碼 |
| Stifel Financial Corp | 10,864 | $19.0 萬 | 0.00% | +10,864 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 10,853 | $19.0 萬 | 0.01% | −279−2.5% | 減碼 |
| Bank of America Corp | 10,786 | $18.9 萬 | 0.00% | −847−7.3% | 減碼 |
| CWM, LLC | 6,430 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,880 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,258 | $2.21 萬 | 0.00% | +1,258 | 新進 |
| Tilia Fiduciary Partners, Inc. | 1,000 | $1.75 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% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 825 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 677 | $1.19 萬 | 0.00% | +11+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 600 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 232 | $4,066 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 218 | $3,822 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 185 | $3,243 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 117 | $2,033 | 0.00% | +117 | 新進 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −13,712−100.0% | 清倉 |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −12,329−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,924−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,101−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −693−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −497−100.0% | 清倉 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |