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 4 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2023/12/31 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
- 54
- 較 2023 年第 3 季 0 家
- 持有股數
- 581.2 萬
- 較 2023 年第 3 季 +17.7 萬 (+3.1%)
- 總市值
- $1.06 億
- 較 2023 年第 3 季 +$868.2 萬 (+8.9%)
- 新進機構
- 4
- 另有 16 家加碼
- 清倉機構
- 4
- 另有 25 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,489,725 | $2,722 萬 | 0.00% | +22,820+1.6% | 加碼 |
| Wells Fargo & Company | 559,181 | $1,022 萬 | 0.00% | −2,992−0.5% | 減碼 |
| Exeter Financial, LLC | 529,630 | $948.6 萬 | 4.60% | +2420.0% | 加碼 |
| Guggenheim Capital LLC | 291,484 | $532.5 萬 | 0.04% | +30,747+11.8% | 加碼 |
| UBS Group AG | 277,151 | $506.4 萬 | 0.00% | −3,642−1.3% | 減碼 |
| Invesco Ltd. | 273,300 | $499.3 萬 | 0.00% | +18,869+7.4% | 加碼 |
| Royal Bank of Canada | 268,079 | $489.8 萬 | 0.00% | −7,848−2.8% | 減碼 |
| Karpus Management, Inc. | 249,758 | $456.3 萬 | 0.14% | −33,112−11.7% | 減碼 |
| Advisors Asset Management, Inc. | 229,997 | $420.2 萬 | 0.09% | −5,375−2.3% | 減碼 |
| Raymond James & Associates | 215,597 | $393.9 萬 | 0.00% | −22,779−9.6% | 減碼 |
| Shaker Financial Services, LLC | 191,154 | $349.2 萬 | 1.43% | +156,436+450.6% | 加碼 |
| North Star Investment Management Corp. | 172,847 | $315.8 萬 | 0.24% | −28,645−14.2% | 減碼 |
| LPL Financial LLC | 131,556 | $240.4 萬 | 0.00% | +64,538+96.3% | 加碼 |
| Integrated Wealth Concepts LLC | 77,285 | $141.2 萬 | 0.02% | −14,182−15.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 76,808 | $140.3 萬 | 0.00% | −512−0.7% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 69,052 | $126.2 萬 | 0.33% | −946−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 68,387 | $124.9 萬 | 0.00% | −20,777−23.3% | 減碼 |
| Envestnet Asset Management Inc | 60,762 | $111.0 萬 | 0.00% | −2,911−4.6% | 減碼 |
| Commonwealth Equity Services, LLC | 51,113 | $93.4 萬 | 0.00% | +6,472+14.5% | 加碼 |
| Ameriprise Financial Inc | 48,971 | $89.5 萬 | 0.00% | +18,784+62.2% | 加碼 |
| 9258 Wealth Management, LLC | 47,256 | $86.3 萬 | 0.15% | −1,479−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 35,727 | $65.3 萬 | 0.01% | −256−0.7% | 減碼 |
| Opal Wealth Advisors, LLC | 32,232 | $58.9 萬 | 0.23% | −2,225−6.5% | 減碼 |
| Truist Financial Corp | 29,069 | $53.1 萬 | 0.00% | −672−2.3% | 減碼 |
| Spire Wealth Management | 27,992 | $51.2 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 28,002 | $51.2 萬 | 0.00% | −1,102−3.8% | 減碼 |
| Centurion Wealth Management LLC | 27,992 | $51.1 萬 | 0.22% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 26,907 | $49.2 萬 | 0.00% | −1,072−3.8% | 減碼 |
| CWM, LLC | 22,377 | $40.9 萬 | 0.00% | +15,942+247.7% | 加碼 |
| HighTower Advisors, LLC | 18,946 | $34.6 萬 | 0.00% | −155−0.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 17,708 | $32.4 萬 | 0.01% | +571+3.3% | 加碼 |
| Comerica Bank | 16,552 | $30.2 萬 | 0.00% | −675−3.9% | 減碼 |
| Aurora Private Wealth, Inc. | 15,405 | $28.1 萬 | 0.26% | +278+1.8% | 加碼 |
| Raymond James Trust N.A. | 15,307 | $28.0 萬 | 0.01% | −2,220−12.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 12,768 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 12,597 | $23.0 萬 | 0.00% | −3,487−21.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 12,253 | $22.4 萬 | 0.00% | +1,400+12.9% | 加碼 |
| Rockefeller Capital Management L.P. | 12,191 | $22.3 萬 | 0.00% | +20.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,953 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 11,885 | $21.7 萬 | 0.03% | −2,669−18.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 11,569 | $21.1 萬 | 0.12% | −2,200−16.0% | 減碼 |
| Stifel Financial Corp | 10,826 | $19.8 萬 | 0.00% | −38−0.3% | 減碼 |
| Certified Advisory Corp | 10,419 | $19.0 萬 | 0.03% | +10,419 | 新進 |
| JPMorgan Chase & Co | 4,217 | $7.70 萬 | 0.00% | +3,082+271.5% | 加碼 |
| Beacon Capital Management, LLC | 1,880 | $3.25 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,768 | $3.23 萬 | 0.00% | +1,768 | 新進 |
| FinTrust Capital Advisors, LLC | 1,084 | $1.98 萬 | 0.00% | +19+1.8% | 加碼 |
| Global Retirement Partners, LLC | 825 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 702 | $1.28 萬 | 0.00% | +12+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 600 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 497 | $9,080 | 0.00% | +497 | 新進 |
| Northwestern Mutual Wealth Management Co | 410 | $7,491 | 0.00% | +410 | 新進 |
| Key Financial Inc | 218 | $3,983 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 117 | $2,138 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −232−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −968−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −185−100.0% | 清倉 |