First Trust Enhanced Equity Income Fund (FFA) Institutional Ownership

$18.25
-0.10 (-0.54%)
(As of 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Enhanced Equity Income Fund (NYSE:FFA)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$13.00M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.40M
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FFA Institutional Buying and Selling by Quarter

First Trust Enhanced Equity Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Buttonwood Financial Advisors Inc.10,458$198K0.1%-9.6%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.73,102$1.38M0.0%-4.8%0.000%
4/22/2024 Aurora Private Wealth Inc.21,464$406K0.4%+39.3%0.000%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC70,487$1.33M0.3%+2.1%0.000%
4/15/2024 Exeter Financial LLC525,771$9.70M4.5%-0.7%0.000%
4/11/2024 Opal Wealth Advisors LLC31,184$589K0.2%-3.3%0.000%
2/13/2024Karpus Management Inc.249,758$4.56M0.1%-11.7%0.000%
2/9/2024Certified Advisory Corp10,419$190K0.0%N/A0.000%
2/9/2024Wells Fargo & Company MN559,181$10.22M0.0%-0.5%0.000%
2/8/2024Janney Montgomery Scott LLC28,002$512K0.0%-3.8%0.000%
2/7/2024Shaker Financial Services LLC191,154$3.49M1.4%+450.6%0.000%
2/7/2024Principal Securities Inc.1,768$32K0.0%N/A0.000%
2/6/20249258 Wealth Management LLC47,256$863K0.2%-3.0%0.000%
2/6/2024Benjamin F. Edwards & Company Inc.12,253$224K0.0%+12.9%0.000%
2/5/2024Kestra Private Wealth Services LLC17,708$324K0.0%+3.3%0.000%
2/2/2024Truist Financial Corp29,069$531K0.0%-2.3%0.000%
2/1/2024 CWM LLC22,377$409K0.0%+247.7%0.000%
1/24/2024 International Assets Investment Management LLC217,131$3.97M0.0%+1,391.9%0.000%
1/22/2024 Buttonwood Financial Advisors Inc.11,569$211K0.1%-16.0%0.000%
1/22/2024 Opal Wealth Advisors LLC32,232$589K0.2%-6.5%0.000%
1/16/2024 Raymond James & Associates215,597$3.94M0.0%-9.6%0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC69,052$1.26M0.3%-1.4%0.000%
1/11/2024 Raymond James Trust N.A.15,307$280K0.0%-12.7%0.000%
1/10/2024North Star Investment Management Corp.172,847$3.16M0.2%-14.2%0.000%
11/15/2023Integrated Wealth Concepts LLC91,467$1.58M0.0%-7.5%0.000%
11/15/2023Advisors Asset Management Inc.235,372$4.07M0.1%+3.8%0.000%
11/9/2023Karpus Management Inc.282,870$4.89M0.2%-9.8%0.000%
11/9/2023UBS Group AG280,793$4.85M0.0%+5.0%0.000%
11/8/20239258 Wealth Management LLC48,735$842K0.2%-1.8%0.000%
11/2/2023Shaker Financial Services LLC34,718$600K0.3%-77.3%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.77,320$1.34M0.0%+2.8%0.000%
10/24/2023 Raymond James & Associates238,376$4.12M0.0%-2.8%0.000%
10/23/2023Commonwealth Equity Services LLC44,641$771K0.0%+22.0%0.000%
10/18/2023 Opal Wealth Advisors LLC34,457$595K0.3%-8.8%0.000%
10/16/2023 Exeter Financial LLC529,388$9.14M4.8%+0.1%0.000%
8/11/2023Cornerstone Advisors LLC29,985$526K0.0%N/A0.000%
8/11/2023Karpus Management Inc.313,724$5.50M0.2%+11.2%0.000%
8/11/2023Guggenheim Capital LLC204,330$3.58M0.0%+42.1%0.000%
8/8/20239258 Wealth Management LLC49,640$870K0.2%-9.0%0.000%
8/7/2023Shaker Financial Services LLC152,780$2.68M1.2%-56.7%0.000%
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8/2/2023North Star Investment Management Corp.206,325$3.62M0.3%+1.0%0.000%
7/31/2023LPL Financial LLC56,117$984K0.0%+9.2%0.000%
7/27/2023 Opal Wealth Advisors LLC37,762$662K0.3%-1.8%0.000%
7/27/2023 Exeter Financial LLC528,706$9.27M4.8%+0.5%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.75,180$1.32M0.0%-13.0%0.000%
7/25/2023 Raymond James & Associates245,127$4.30M0.0%-3.7%0.000%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC70,330$1.23M0.4%-1.5%0.000%
5/12/2023 Doliver Advisors LP12,329$204K0.1%-6.1%0.000%
5/11/2023Karpus Management Inc.282,130$4.66M0.1%+2.4%0.000%
5/11/2023Elequin Securities LLC1,924$32K0.0%-75.8%0.000%
5/11/2023Kovitz Investment Group Partners LLC10,000$165K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC143,773$2.38M0.0%-30.0%0.000%
5/10/2023 Exeter Financial LLC526,294$8.77M4.4%+0.9%0.000%
5/9/2023 Spire Wealth Management27,890$461K0.0%+930.7%0.000%
5/8/2023Shaker Financial Services LLC352,707$5.83M2.5%-36.9%0.000%
5/5/2023Truist Financial Corp26,289$434K0.0%+82.2%0.000%
5/3/2023 Raymond James Trust N.A.17,641$291K0.0%+4.5%0.000%
5/3/2023Integrated Wealth Concepts LLC109,245$1.81M0.0%N/A0.000%
5/1/2023 CWM LLC6,430$106K0.0%+24.1%0.000%
4/27/2023North Star Investment Management Corp.204,185$3.37M0.3%+1.8%0.000%
4/27/2023Benjamin F. Edwards & Company Inc.11,132$184K0.0%+10.7%0.000%
4/24/2023Ahrens Investment Partners LLC1,579$26K0.0%N/A0.000%
4/19/2023 Opal Wealth Advisors LLC38,471$636K0.4%-4.0%0.000%
4/19/2023 International Assets Investment Management LLC14,201$235K0.0%-4.3%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.86,456$1.43M0.0%+15.5%0.000%
4/14/2023 Raymond James & Associates254,534$4.21M0.0%-1.9%0.000%
3/6/2023Rockefeller Capital Management L.P.14,101$222K0.0%-84.9%0.000%
2/23/2023Centurion Wealth Management LLC27,837$439K0.2%N/A0.000%
2/9/2023Elequin Securities LLC7,958$125K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC19,198$303K0.0%+40.4%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.74,880$1.18M0.0%-3.8%0.000%
2/8/2023 Raymond James & Associates259,456$4.09M0.0%-16.8%0.000%
2/8/2023UBS Group AG276,458$4.36M0.0%-2.2%0.000%
2/7/2023 Doliver Advisors LP13,129$207K0.1%+12.9%0.000%
2/7/2023Commonwealth Equity Services LLC35,311$556K0.0%-7.0%0.000%
2/7/2023LPL Financial LLC47,368$747K0.0%+2.5%0.000%
2/7/2023IFP Advisors Inc3,237$50K0.0%-25.3%0.000%
2/7/2023Envestnet Asset Management Inc.54,052$852K0.0%-65.0%0.000%
2/3/2023 Opal Wealth Advisors LLC40,062$631K0.3%N/A0.000%
2/3/2023Shaker Financial Services LLC559,371$8.82M4.1%+8.1%0.000%
2/3/20239258 Wealth Management LLC54,645$861K0.2%-6.5%0.000%
2/1/2023Wolverine Asset Management LLC115,084$1.81M0.0%+5.7%0.000%
2/1/2023 CWM LLC5,180$82K0.0%-10.7%0.000%
2/1/2023Janney Montgomery Scott LLC29,679$468K0.0%-9.8%0.000%
1/30/2023 International Assets Investment Management LLC14,833$234K0.0%+46.5%0.000%
1/24/2023 Exeter Financial LLC521,386$8.22M4.3%+2.1%0.000%
1/20/2023 Edmonds Duncan Registered Investment Advisors LLC71,885$1.13M0.4%-1.9%0.000%
1/13/2023 Buttonwood Financial Advisors Inc.14,200$224K0.2%-13.9%0.000%
1/11/2023North Star Investment Management Corp.200,635$3.16M0.3%-3.7%0.000%
11/14/2022Guggenheim Capital LLC219,449$3.22M0.0%-19.1%0.000%
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11/10/2022Wolverine Asset Management LLC108,835$1.60M0.0%+310.2%0.000%
11/10/2022UBS Group AG282,783$4.15M0.0%+0.4%0.000%
11/9/2022Shaker Financial Services LLC517,265$7.60M3.8%+110.5%0.000%
11/8/2022Advisors Asset Management Inc.236,231$3.47M0.1%-18.1%0.000%
11/8/20229258 Wealth Management LLC58,474$859K0.2%-5.0%0.000%
11/7/2022 Spire Wealth Management2,652$39K0.0%-90.4%0.000%
11/2/2022Rockefeller Capital Management L.P.93,241$1.37M0.0%-4.0%0.000%
11/2/2022North Star Investment Management Corp.208,356$3.06M0.3%+1.1%0.000%
10/31/2022 International Assets Investment Management LLC10,127$149K0.0%N/A0.000%
10/26/2022Truist Financial Corp13,855$204K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FFA shares?

During the previous two years, 48 institutional investors and hedge funds held shares of First Trust Enhanced Equity Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($10.22M), Exeter Financial LLC ($9.70M), UBS Group AG ($4.85M), Karpus Management Inc. ($4.56M), Advisors Asset Management Inc. ($4.07M), International Assets Investment Management LLC ($3.97M), and Raymond James & Associates ($3.94M).Learn more on FFA's institutional investors.

Which institutional investors have been buying First Trust Enhanced Equity Income Fund stock?

Of the 40 institutional investors that purchased First Trust Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($715.81K), International Assets Investment Management LLC ($217.41K), Wolverine Asset Management LLC ($115.08K), Integrated Wealth Concepts LLC ($109.25K), Exeter Financial LLC ($80.68K), Guggenheim Capital LLC ($60.56K), and Envestnet Asset Management Inc. ($41.04K).

How much institutional buying is happening at First Trust Enhanced Equity Income Fund?

Institutional investors have bought a total of 1,740,190 shares in the last 24 months. This purchase volume represents approximately $28.95M in transactions.

Which First Trust Enhanced Equity Income Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold First Trust Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($524.65K), Raymond James Financial Services Advisors Inc. ($192.39K), Envestnet Asset Management Inc. ($117.47K), Guggenheim Capital LLC ($113.46K), Raymond James & Associates ($109.60K), Rockefeller Capital Management L.P. ($83.01K), and Karpus Management Inc. ($63.97K).

How much institutional selling is happening at First Trust Enhanced Equity Income Fund?

Institutional investors have sold a total of 1,521,351 shares in the last 24 months. This volume of shares sold represents approximately $25.04M in transactions.


This page (NYSE:FFA) was last updated on 4/25/2024 by MarketBeat.com Staff

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