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。
2024 年第 2 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2024/6/30 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
- 62
- 較 2024 年第 1 季 +8 家
- 持有股數
- 590.8 萬
- 較 2024 年第 1 季 +9.16 萬 (+1.6%)
- 總市值
- $1.18 億
- 較 2024 年第 1 季 +$796.7 萬 (+7.3%)
- 新進機構
- 13
- 另有 16 家加碼
- 清倉機構
- 5
- 另有 24 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,513,387 | $3,015 萬 | 0.00% | +36,739+2.5% | 加碼 |
| Wells Fargo & Company | 612,408 | $1,220 萬 | 0.00% | +33,843+5.8% | 加碼 |
| Exeter Financial, LLC | 529,933 | $1,056 萬 | 5.03% | +4,162+0.8% | 加碼 |
| Guggenheim Capital LLC | 364,512 | $726.1 萬 | 0.05% | +42,252+13.1% | 加碼 |
| UBS Group AG | 279,919 | $557.6 萬 | 0.00% | −2,446−0.9% | 減碼 |
| Royal Bank of Canada | 261,104 | $520.1 萬 | 0.00% | −8,851−3.3% | 減碼 |
| Invesco Ltd. | 258,815 | $515.6 萬 | 0.00% | +9,797+3.9% | 加碼 |
| Karpus Management, Inc. | 244,612 | $487.3 萬 | 0.14% | −2,904−1.2% | 減碼 |
| Raymond James & Associates | 194,606 | $387.7 萬 | 0.00% | −28,640−12.8% | 減碼 |
| North Star Investment Management Corp. | 180,556 | $359.7 萬 | 0.26% | +1,115+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 176,174 | $350.9 萬 | 0.07% | −9,339−5.0% | 減碼 |
| Shaker Financial Services, LLC | 159,671 | $318.1 萬 | 1.29% | −50,522−24.0% | 減碼 |
| LPL Financial LLC | 129,400 | $257.8 萬 | 0.00% | −4,593−3.4% | 減碼 |
| Integrated Wealth Concepts LLC | 71,885 | $143.2 萬 | 0.02% | −466−0.6% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 67,610 | $134.7 萬 | 0.33% | −2,877−4.1% | 減碼 |
| Envestnet Asset Management Inc | 63,796 | $127.1 萬 | 0.00% | +2,643+4.3% | 加碼 |
| Ameriprise Financial Inc | 62,915 | $125.3 萬 | 0.00% | −1,815−2.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 61,287 | $122.1 萬 | 0.00% | −11,815−16.2% | 減碼 |
| Heritage Wealth Management, Inc. | 57,042 | $113.5 萬 | 0.38% | +57,042 | 新進 |
| 9258 Wealth Management, LLC | 47,330 | $94.3 萬 | 0.15% | +38+0.1% | 加碼 |
| Commonwealth Equity Services, LLC | 46,286 | $92.2 萬 | 0.00% | −5,191−10.1% | 減碼 |
| Advisor Group Holdings, Inc. | 42,091 | $83.9 萬 | 0.00% | −28,213−40.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 34,559 | $68.8 萬 | 0.01% | −303−0.9% | 減碼 |
| Truist Financial Corp | 34,451 | $68.6 萬 | 0.00% | +3,931+12.9% | 加碼 |
| Opal Wealth Advisors, LLC | 30,094 | $59.9 萬 | 0.19% | −1,090−3.5% | 減碼 |
| Janney Montgomery Scott LLC | 27,951 | $55.7 萬 | 0.00% | −18−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 25,611 | $51.0 萬 | 0.00% | −2,562−9.1% | 減碼 |
| Aurora Private Wealth, Inc. | 21,840 | $43.5 萬 | 0.38% | +376+1.8% | 加碼 |
| Bank of America Corp | 19,665 | $39.2 萬 | 0.00% | +3,254+19.8% | 加碼 |
| Atomi Financial Group, Inc. | 19,221 | $38.3 萬 | 0.03% | +19,221 | 新進 |
| Kestra Private Wealth Services, LLC | 17,736 | $35.3 萬 | 0.01% | +15+0.1% | 加碼 |
| Comerica Bank | 16,829 | $33.5 萬 | 0.00% | +14+0.1% | 加碼 |
| Raymond James Trust N.A. | 16,675 | $33.2 萬 | 0.01% | +1,368+8.9% | 加碼 |
| West Bancorporation Inc | 15,596 | $31.1 萬 | 0.23% | +5,300+51.5% | 加碼 |
| Sanctuary Advisors, LLC | 16,769 | $30.8 萬 | 0.00% | +16,769 | 新進 |
| CWM, LLC | 14,749 | $29.4 萬 | 0.00% | −7,866−34.8% | 減碼 |
| Koshinski Asset Management, Inc. | 14,194 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 14,230 | $28.3 萬 | 0.09% | +14,230 | 新進 |
| Cornerstone Advisors, LLC | 13,012 | $25.9 萬 | 0.01% | +13,012 | 新進 |
| HighTower Advisors, LLC | 12,529 | $24.9 萬 | 0.00% | +20+0.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 11,917 | $23.7 萬 | 0.00% | −336−2.7% | 減碼 |
| D.A. Davidson & Co. | 11,510 | $22.9 萬 | 0.00% | +11,510 | 新進 |
| Cetera Investment Advisers | 11,490 | $22.9 萬 | 0.00% | −199−1.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,460 | $22.8 萬 | 0.02% | +11,460 | 新進 |
| The PNC Financial Services Group, Inc. | 10,871 | $21.7 萬 | 0.00% | −1,082−9.1% | 減碼 |
| International Assets Investment Management, LLC | 10,688 | $21.3 萬 | 0.02% | −697−6.1% | 減碼 |
| Stifel Financial Corp | 10,341 | $20.6 萬 | 0.00% | +10,341 | 新進 |
| Moloney Securities Asset Management, LLC | 10,016 | $20.0 萬 | 0.03% | +10,016 | 新進 |
| Certified Advisory Corp | 10,013 | $19.9 萬 | 0.03% | −465−4.4% | 減碼 |
| Maryland Capital Advisors Inc. | 6,576 | $13.1 萬 | 0.07% | +6,576 | 新進 |
| Harbour Investments, Inc. | 3,492 | $6.96 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,880 | $3.75 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,768 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,101 | $2.19 萬 | 0.00% | −1−0.1% | 減碼 |
| Global Retirement Partners, LLC | 825 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 732 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 450 | $8,964 | 0.00% | +450 | 新進 |
| Investors Research Corp | 402 | $8,008 | 0.00% | +402 | 新進 |
| JPMorgan Chase & Co | 300 | $5,976 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 218 | $4,343 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 117 | $2,331 | 0.00% | +117 | 新進 |
| Spire Wealth Management | 0 | $0 | 0.00% | −27,992−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,202−100.0% | 清倉 |
| Buttonwood Financial Advisors Inc. | 0 | $0 | 0.00% | −10,458−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,401−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Centurion Wealth Management LLC | – | – | – | – | 本季未申報 |