Purchases and Sales Made in Q2 2025 in First Trust Enhanced Equity Income Fund (FFA)
This table provides information about the institutional ownership of First Trust Enhanced Equity Income Fund (FFA) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST ENHANCED EQUITY INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 7.79% |
$2.04M - $2.52M
|
1.7M
$36.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
88.5K+ 96.81% |
$1.47M - $1.81M
|
180K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
52.4K+ 156.34% |
$869K - $1.07M
|
85.9K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
51.2K+ 121.36% |
$848K - $1.05M
|
93.4K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
25.4K+ 4.76% |
$420K - $519K
|
558K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$209K - $259K
|
12.6K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 16.88% |
$191K - $236K
|
79.7K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.91KNew |
$164K - $203K
|
9.91K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.89K+ 2.71% |
$164K - $203K
|
375K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.68K+ 2.86% |
$127K - $157K
|
277K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.49K+ 10.93% |
$108K - $133K
|
65.9K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.72K+ 27.27% |
$94.7K - $117K
|
26.7K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.6K+ 2.26% |
$92.8K - $115K
|
253K
$5.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.13K+ 10.92% |
$85K - $105K
|
52.1K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.5K+ 17.07% |
$41.4K - $51.2K
|
17.1K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.96K+ 7.33% |
$32.5K - $40.2K
|
28.7K
$616K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.76KNew |
$29.2K - $36.1K
|
1.76K
$37.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 1.8% |
$22.6K - $28K
|
77.5K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 2.24% |
$18.2K - $22.5K
|
50.1K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
830+ 3.47% |
$13.8K - $17K
|
24.7K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
687+ 3.12% |
$11.4K - $14.1K
|
22.7K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
393+ 1.71% |
$6.51K - $8.05K
|
23.4K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
164+ 0.6% |
$2.72K - $3.36K
|
27.4K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 11.52% |
$1.57K - $1.95K
|
920
$19.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79+ 0.31% |
$1.31K - $1.62K
|
25.6K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66+ 0.62% |
$1.09K - $1.35K
|
10.8K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34+ 0.27% |
$563 - $696
|
12.5K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 0.22% |
$464 - $573
|
12.8K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
25+ 0.18% |
$414 - $512
|
13.9K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
14+ 0.1% |
$232 - $287
|
14.5K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.64% |
$166 - $205
|
621
$13.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30- 0.19% |
$497 - $614
|
15.6K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-63- 0.47% |
$1.04K - $1.29K
|
13.3K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.22% |
$1.66K - $2.05K
|
46K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 2.4% |
$2.5K - $3.09K
|
6.14K
$132K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-165- 1.57% |
$2.73K - $3.38K
|
10.4K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-394- 1.65% |
$6.53K - $8.07K
|
23.4K
$502K
|
|
|
Nov 03, 2025
Q2 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-1.05K- 0.65% |
$17.4K - $21.6K
|
162K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.01K- 1.13% |
$33.4K - $41.2K
|
177K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 3.27% |
$39.7K - $49K
|
70.8K
$1.52M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.87K- 1.47% |
$64.1K - $79.2K
|
259K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.87K- 1.47% |
$64.1K - $79.2K
|
259K
$5.56M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-3.91K- 24.43% |
$64.8K - $80.1K
|
12.1K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.25K- 12.25% |
$70.4K - $87K
|
30.5K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-4.5K- 8.1% |
$74.6K - $92.2K
|
51K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.46K- 3.48% |
$90.4K - $112K
|
151K
$3.24M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.83K- 8.85% |
$96.6K - $119K
|
60K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-14.2K- 8.11% |
$235K - $290K
|
160K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-67.7K- 46.19% |
$1.12M - $1.39M
|
78.9K
$1.69M
|
|