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 4 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2024/12/31 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
- 65
- 較 2024 年第 3 季 +7 家
- 持有股數
- 619.4 萬
- 較 2024 年第 3 季 +38.5 萬 (+6.6%)
- 總市值
- $1.28 億
- 較 2024 年第 3 季 +$597.4 萬 (+4.9%)
- 新進機構
- 8
- 另有 26 家加碼
- 清倉機構
- 1
- 另有 18 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,533,515 | $3,176 萬 | 0.00% | +10,809+0.7% | 加碼 |
| Wells Fargo & Company | 618,733 | $1,281 萬 | 0.00% | +17,470+2.9% | 加碼 |
| Exeter Financial, LLC | 529,027 | $1,096 萬 | 5.02% | −906−0.2% | 減碼 |
| Guggenheim Capital LLC | 375,082 | $776.8 萬 | 0.06% | +17,769+5.0% | 加碼 |
| Invesco Ltd. | 357,826 | $741.1 萬 | 0.00% | +65,298+22.3% | 加碼 |
| UBS Group AG | 281,193 | $582.4 萬 | 0.00% | −2,540−0.9% | 減碼 |
| Royal Bank of Canada | 266,210 | $551.3 萬 | 0.00% | +531+0.2% | 加碼 |
| Raymond James Financial Inc | 249,205 | $516.1 萬 | 0.00% | +249,205 | 新進 |
| Karpus Management, Inc. | 198,741 | $411.6 萬 | 0.12% | −35,651−15.2% | 減碼 |
| North Star Investment Management Corp. | 169,842 | $351.7 萬 | 0.24% | −10,338−5.7% | 減碼 |
| Smith Asset Management Co., LLC | 165,941 | $343.7 萬 | 3.35% | +165,941 | 新進 |
| LPL Financial LLC | 149,978 | $310.6 萬 | 0.00% | +4,316+3.0% | 加碼 |
| Shaker Financial Services, LLC | 119,142 | $246.7 萬 | 0.95% | +1,157+1.0% | 加碼 |
| Advisors Asset Management, Inc. | 99,021 | $205.1 萬 | 0.04% | −45,915−31.7% | 減碼 |
| Creative Planning | 80,360 | $166.4 萬 | 0.00% | +80,360 | 新進 |
| Integrated Wealth Concepts LLC | 71,833 | $148.8 萬 | 0.02% | −1,474−2.0% | 減碼 |
| Advisor Group Holdings, Inc. | 68,335 | $141.5 萬 | 0.00% | +25,370+59.0% | 加碼 |
| Envestnet Asset Management Inc | 67,924 | $140.7 萬 | 0.00% | +3,752+5.8% | 加碼 |
| Ameriprise Financial Inc | 66,251 | $137.1 萬 | 0.00% | +5,170+8.5% | 加碼 |
| Heritage Wealth Management, Inc. | 57,042 | $118.1 萬 | 0.39% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 48,738 | $100.9 萬 | 0.00% | +6,346+15.0% | 加碼 |
| Warren Averett Asset Management, LLC | 46,251 | $95.8 萬 | 0.01% | +46,251 | 新進 |
| Truist Financial Corp | 46,177 | $95.6 萬 | 0.00% | +4,767+11.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 34,325 | $71.1 萬 | 0.01% | −479−1.4% | 減碼 |
| Cornerstone Advisors, LLC | 32,754 | $67.8 萬 | 0.03% | +17,769+118.6% | 加碼 |
| Centurion Wealth Management LLC | 27,827 | $57.6 萬 | 0.18% | −625−2.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 26,273 | $53.9 萬 | 0.01% | +14,689+126.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,398 | $52.6 萬 | 0.00% | +2,008+8.6% | 加碼 |
| Janney Montgomery Scott LLC | 24,711 | $51.2 萬 | 0.00% | +24,711 | 新進 |
| Atomi Financial Group, Inc. | 22,656 | $46.9 萬 | 0.02% | +1,366+6.4% | 加碼 |
| Aurora Private Wealth, Inc. | 22,585 | $46.8 萬 | 0.35% | +372+1.7% | 加碼 |
| Opal Wealth Advisors, LLC | 22,522 | $46.6 萬 | 0.14% | −668−2.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 22,483 | $46.6 萬 | 0.01% | +3,908+21.0% | 加碼 |
| Green Harvest Asset Management LLC | 21,060 | $43.6 萬 | 0.01% | +21,060 | 新進 |
| D.A. Davidson & Co. | 19,873 | $41.2 萬 | 0.00% | +1,124+6.0% | 加碼 |
| Bank of America Corp | 17,573 | $36.4 萬 | 0.00% | −672−3.7% | 減碼 |
| Sanctuary Advisors, LLC | 17,169 | $35.5 萬 | 0.00% | 00.0% | 不變 |
| West Bancorporation Inc | 16,621 | $34.4 萬 | 0.23% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 15,612 | $32.3 萬 | 0.03% | +1,418+10.0% | 加碼 |
| GWM Advisors LLC | 14,693 | $30.4 萬 | 0.00% | +2,500+20.5% | 加碼 |
| CWM, LLC | 14,649 | $30.3 萬 | 0.00% | −100−0.7% | 減碼 |
| Comerica Bank | 14,440 | $29.9 萬 | 0.00% | −2,403−14.3% | 減碼 |
| West Michigan Advisors, LLC | 14,383 | $29.8 萬 | 0.09% | −101−0.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 12,544 | $26.0 萬 | 0.03% | +852+7.3% | 加碼 |
| HighTower Advisors, LLC | 12,069 | $25.0 萬 | 0.00% | −480−3.8% | 減碼 |
| Cetera Investment Advisers | 10,722 | $22.2 萬 | 0.00% | +136+1.3% | 加碼 |
| Certified Advisory Corp | 10,649 | $22.1 萬 | 0.02% | +63+0.6% | 加碼 |
| International Assets Investment Management, LLC | 10,694 | $21.9 萬 | 0.02% | −206,755−95.1% | 減碼 |
| Benjamin Edwards Inc | 10,517 | $21.8 萬 | 0.00% | −1,400−11.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,291 | $13.0 萬 | 0.00% | −4,580−42.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,752 | $11.9 萬 | 0.00% | +5,007+672.1% | 加碼 |
| South Plains Financial, Inc. | 5,324 | $11.0 萬 | 0.08% | +5,324 | 新進 |
| Maryland Capital Advisors Inc. | 3,731 | $7.73 萬 | 0.04% | −2,208−37.2% | 減碼 |
| Harbour Investments, Inc. | 3,492 | $7.23 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,880 | $3.89 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,768 | $3.66 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 1,244 | $2.50 萬 | 0.02% | +80+6.9% | 加碼 |
| Global Retirement Partners, LLC | 825 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 536 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 450 | $9,320 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 374 | $7,746 | 0.00% | +374 | 新進 |
| JPMorgan Chase & Co | 300 | $6,213 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 218 | $4,515 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 117 | $2,423 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 0 | $0 | 0.00% | −105,206−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Edmonds Duncan Registered Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| 9258 Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |