Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
65.4K+ 36.31% |
$1.34M - $1.41M
|
245K
$5.26M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
57.2KNew |
$1.17M - $1.24M
|
57.2K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
24K+ 27.95% |
$492K - $520K
|
110K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 14.54% |
$451K - $476K
|
173K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3KNew |
$314K - $332K
|
15.3K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 0.84% |
$292K - $309K
|
1.72M
$36.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.11K+ 17.49% |
$187K - $197K
|
61.2K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.86KNew |
$182K - $192K
|
8.86K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.99KNew |
$164K - $173K
|
7.99K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.57K+ 9.5% |
$155K - $164K
|
87.3K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.41K+ 1.98% |
$152K - $160K
|
382K
$8.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.87K+ 2.32% |
$120K - $127K
|
259K
$5.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.5K+ 28.0% |
$71.8K - $75.9K
|
16K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.36K+ 1.9% |
$68.9K - $72.7K
|
180K
$3.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.13K+ 20.11% |
$64.1K - $67.7K
|
18.7K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.81K+ 10.55% |
$57.7K - $60.9K
|
29.5K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94K+ 2.5% |
$39.7K - $41.9K
|
79.4K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 4.09% |
$24.1K - $25.5K
|
29.9K
$641K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
963+ 3.52% |
$19.7K - $20.8K
|
28.3K
$607K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
820+ 0.15% |
$16.8K - $17.8K
|
558K
$12M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
785+ 0.84% |
$16.1K - $17K
|
94.2K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
660+ 2.17% |
$13.5K - $14.3K
|
31.1K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
595+ 0.99% |
$12.2K - $12.9K
|
60.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
533+ 2.16% |
$10.9K - $11.5K
|
25.3K
$541K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
280+ 2.2% |
$5.74K - $6.06K
|
13K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238+ 0.93% |
$4.88K - $5.15K
|
25.9K
$554K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15+ 0.85% |
$308 - $325
|
1.78K
$38.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.93% |
$246 - $260
|
633
$13.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-234- 1.62% |
$4.8K - $5.07K
|
14.2K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-392- 0.85% |
$8.04K - $8.49K
|
45.7K
$978K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-404- 3.75% |
$8.28K - $8.75K
|
10.4K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-516- 3.7% |
$10.6K - $11.2K
|
13.4K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-569- 0.72% |
$11.7K - $12.3K
|
78.3K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 4.5% |
$12.3K - $13K
|
12.7K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-784- 3.35% |
$16.1K - $17K
|
22.6K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-849- 3.74% |
$17.4K - $18.4K
|
21.8K
$468K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.5K- 14.58% |
$51.3K - $54.1K
|
14.6K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-3.62K- 2.23% |
$74.1K - $78.3K
|
159K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.75K- 0.74% |
$76.9K - $81.2K
|
504K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.09K- 1.48% |
$83.8K - $88.5K
|
272K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.41K- 9.05% |
$131K - $139K
|
64.4K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.83K- 3.79% |
$202K - $213K
|
250K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.4K- 7.74% |
$255K - $269K
|
148K
$3.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 48.74% |
$501K - $529K
|
25.7K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-45.4K- 18.45% |
$930K - $983K
|
201K
$4.3M
|
|