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。
2025 年第 4 季 13F 持有人
First Trust Enhanced Equity Income Fund 在 2025/12/31 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
- 69
- 較 2025 年第 3 季 +10 家
- 持有股數
- 651.9 萬
- 較 2025 年第 3 季 +18.1 萬 (+2.9%)
- 總市值
- $1.44 億
- 較 2025 年第 3 季 +$718.2 萬 (+5.3%)
- 新進機構
- 14
- 另有 28 家加碼
- 清倉機構
- 4
- 另有 19 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,749,873 | $3,853 萬 | 0.00% | +33,649+2.0% | 加碼 |
| Exeter Financial, LLC | 574,226 | $1,264 萬 | 5.38% | +15,837+2.8% | 加碼 |
| Wells Fargo & Company | 509,613 | $1,122 萬 | 0.00% | +5,162+1.0% | 加碼 |
| Invesco Ltd. | 415,134 | $914.1 萬 | 0.00% | +33,158+8.7% | 加碼 |
| Shaker Financial Services, LLC | 286,580 | $631.0 萬 | 2.00% | +41,233+16.8% | 加碼 |
| UBS Group AG | 276,052 | $607.9 萬 | 0.00% | +3,556+1.3% | 加碼 |
| Raymond James Financial Inc | 262,290 | $577.6 萬 | 0.00% | +3,311+1.3% | 加碼 |
| Royal Bank of Canada | 244,831 | $539.1 萬 | 0.00% | −4,762−1.9% | 減碼 |
| North Star Investment Management Corp. | 184,543 | $406.4 萬 | 0.25% | +4,370+2.4% | 加碼 |
| Guggenheim Capital LLC | 176,538 | $388.7 萬 | 0.03% | −24,105−12.0% | 減碼 |
| LPL Financial LLC | 176,075 | $387.7 萬 | 0.00% | +2,855+1.6% | 加碼 |
| Smith Asset Management Co., LLC | 153,668 | $338.4 萬 | 2.79% | −4,898−3.1% | 減碼 |
| Karpus Management, Inc. | 142,180 | $313.1 萬 | 0.10% | −5,862−4.0% | 減碼 |
| Envestnet Asset Management Inc | 81,599 | $179.7 萬 | 0.00% | −5,671−6.5% | 減碼 |
| Creative Planning | 79,773 | $175.7 萬 | 0.00% | +378+0.5% | 加碼 |
| Cornerstone Advisors, LLC | 79,226 | $174.5 萬 | 0.06% | −30,739−28.0% | 減碼 |
| Truist Financial Corp | 78,546 | $173.0 萬 | 0.00% | +17,323+28.3% | 加碼 |
| Integrated Wealth Concepts LLC | 70,141 | $154.5 萬 | 0.02% | −8,175−10.4% | 減碼 |
| Wolverine Asset Management LLC | 62,517 | $137.7 萬 | 0.02% | −31,650−33.6% | 減碼 |
| Advisor Group Holdings, Inc. | 61,789 | $136.1 萬 | 0.00% | +1,146+1.9% | 加碼 |
| Ameriprise Financial Inc | 60,743 | $133.8 萬 | 0.00% | −3,658−5.7% | 減碼 |
| PMG Family Office LLC | 57,169 | $125.9 萬 | 1.45% | +50.0% | 加碼 |
| Heritage Wealth Management, Inc. | 50,242 | $110.6 萬 | 0.31% | −800−1.6% | 減碼 |
| Warren Averett Asset Management, LLC | 45,692 | $100.6 萬 | 0.01% | +42+0.1% | 加碼 |
| D.A. Davidson & Co. | 40,592 | $89.4 萬 | 0.01% | +11,107+37.7% | 加碼 |
| Readystate Asset Management LP | 38,335 | $84.4 萬 | 0.04% | +38,335 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 33,885 | $74.6 萬 | 0.00% | +5,562+19.6% | 加碼 |
| Atomi Financial Group, Inc. | 31,217 | $68.7 萬 | 0.02% | +1,293+4.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 30,593 | $67.4 萬 | 0.00% | −517−1.7% | 減碼 |
| Centurion Wealth Management LLC | 27,827 | $61.3 萬 | 0.13% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 26,251 | $57.8 萬 | 0.00% | +379+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 25,720 | $56.6 萬 | 0.00% | +43+0.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 25,218 | $55.5 萬 | 0.01% | −39−0.2% | 減碼 |
| Global Retirement Partners, LLC | 24,318 | $53.5 萬 | 0.01% | +23,398+2,543.3% | 加碼 |
| Aurora Private Wealth, Inc. | 24,233 | $53.4 萬 | 0.35% | +24,233 | 新進 |
| Opal Wealth Advisors, LLC | 21,776 | $48.0 萬 | 0.13% | −63−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 21,513 | $47.4 萬 | 0.00% | −1,120−4.9% | 減碼 |
| Bank of America Corp | 19,152 | $42.2 萬 | 0.00% | +472+2.5% | 加碼 |
| Logan Stone Capital, LLC | 18,767 | $41.3 萬 | 0.10% | +18,767 | 新進 |
| Benjamin Edwards Inc | 17,203 | $37.9 萬 | 0.00% | +1,186+7.4% | 加碼 |
| Cetera Investment Advisers | 15,445 | $34.0 萬 | 0.00% | +130+0.8% | 加碼 |
| Koshinski Asset Management, Inc. | 14,812 | $32.6 萬 | 0.02% | −800−5.1% | 減碼 |
| CWM, LLC | 14,649 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 14,064 | $31.0 萬 | 0.00% | −171−1.2% | 減碼 |
| Sanctuary Advisors, LLC | 13,117 | $28.9 萬 | 0.00% | +1,348+11.5% | 加碼 |
| International Assets Investment Management, LLC | 12,792 | $28.2 萬 | 0.02% | +2,437+23.5% | 加碼 |
| West Michigan Advisors, LLC | 12,641 | $27.8 萬 | 0.06% | −778−5.8% | 減碼 |
| Brown Brothers Harriman & Co | 12,626 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 12,130 | $26.7 萬 | 0.00% | −600−4.7% | 減碼 |
| West Bancorporation Inc | 12,096 | $26.6 萬 | 0.14% | 00.0% | 不變 |
| Two Sigma Investments, LP | 11,482 | $25.3 萬 | 0.00% | +11,482 | 新進 |
| Kestra Advisory Services, LLC | 10,357 | $22.8 萬 | 0.00% | +10,357 | 新進 |
| CIBC Asset Management Inc | 10,260 | $22.6 萬 | 0.00% | +10,260 | 新進 |
| Stifel Financial Corp | 10,185 | $22.4 萬 | 0.00% | +10,185 | 新進 |
| Certified Advisory Corp | 10,164 | $22.4 萬 | 0.02% | −215−2.1% | 減碼 |
| Rockefeller Capital Management L.P. | 8,876 | $19.5 萬 | 0.00% | +14+0.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,140 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,856 | $8.49 萬 | 0.00% | +364+10.4% | 加碼 |
| Farther Finance Advisors, LLC | 1,600 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 1,150 | $2.53 萬 | 0.00% | +1,150 | 新進 |
| CoreCap Advisors, LLC | 1,100 | $2.42 萬 | 0.00% | +1,100 | 新進 |
| Central Trust Co | 1,000 | $2.20 萬 | 0.00% | +1,000 | 新進 |
| Navalign, LLC | 786 | $1.73 萬 | 0.00% | +786 | 新進 |
| AdvisorNet Financial, Inc | 644 | $1.42 萬 | 0.00% | +11+1.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 416 | $9,160 | 0.00% | +416 | 新進 |
| Strategic Wealth Partners, Ltd. | 402 | $8,852 | 0.00% | +402 | 新進 |
| JPMorgan Chase & Co | 300 | $6,606 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 218 | $4,800 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 25 | $551 | 0.00% | +25 | 新進 |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −21,060−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,993−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,776−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,768−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | – | – | – | – | 本季未申報 |