Institutional Ownership First Trust Enhanced Equity Income Fund (FFA)
This table provides information about the institutional ownership of First Trust Enhanced Equity Income Fund (FFA). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 6.39 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,533,515
shares
|
$31.8 Million
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
618,733
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
529,027
shares
|
$11 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
375,082
shares
|
$7.78 Million
0.06% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
357,826
shares
|
$7.42 Million
0.0% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
281,193
shares
|
$5.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
266,210
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
249,205
shares
|
$5.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
198,741
shares
|
$4.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,301
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
169,842
shares
|
$3.52 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
149,978
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
119,142
shares
|
$2.47 Million
0.98% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
99,021
shares
|
$2.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
80,360
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
73,085
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
71,833
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
67,924
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
66,251
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,262
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
57,042
shares
|
$1.18 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,738
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,367
shares
|
$981,917
0.15% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
46,251
shares
|
$958,783
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
46,177
shares
|
$957,249
0.0% of portfolio
|
Q4 2024
Added 11.51%
|