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FFA

First Trust Enhanced Equity Income Fund
$22.43 +0.13 (+0.58%) At close · Jul 2
Market Cap
$448.33M
Shares
19,988,085

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 65
Total Value: $132,853,514
Total Shares: 6,512,429

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 65 13F filers · Δ vs Dec 31, 2025
Top Holder
27.4%
Jun 2023 → Mar 2026 · range 24.6% – 27.4%
+0.5 pts
Top 5
56.0%
Jun 2023 → Mar 2026 · range 53.4% – 56.0%
+1.7 pts
Top 10
73.5%
Jun 2023 → Mar 2026 · range 71.8% – 77.9%
+1.8 pts
HHI
1,057
Jun 2023 → Mar 2026 · range 941 – 1,057
Broadly held+41

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
27
Decreased
17
Sold Out
12
Unchanged
13
Holder count: -4
Institutional value: -7.4%
Shares held: -0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +48,275 334,855
Mid WOLVERINE ASSET MANAGEMENT LLC +46,706 109,223
Mega MORGAN STANLEY +32,978 1,782,851
Mega ENVESTNET ASSET MANAGEMENT INC +32,509 114,108
Mega WELLS FARGO & COMPANY/MN +15,600 525,213

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large GUGGENHEIM CAPITAL LLC −48,647 127,891
Mid READYSTATE ASSET MANAGEMENT LP −21,746 16,589
Mega UBS Group AG −11,575 264,477
Mega AMERIPRISE FINANCIAL INC −8,226 52,517
Mid Karpus Management, Inc. −7,250 134,930

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Advisors Asset Management, Inc. 41,132 $839,092
Micro Clear Point Advisors Inc. 26,385 $538,254
Large FIFTH THIRD BANCORP 14,081 $287,252
Small Proactive Wealth Strategies LLC 11,598 $236,599
Small Axiom Investment Management LLC 5,795 $118,211

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Cornerstone Advisors, LLC 79,226 $1,744,556
Small Heritage Wealth Management, Inc. 50,242 $1,106,328
Mid Compound Planning, Inc. 31,217 $687,398
Mid Global Retirement Partners, LLC 24,318 $535,482
Large COMERICA BANK 14,064 $309,688
Filter: New 8 Increased 27 Reduced 17 Sold out 12 Unchanged 13
Showing 65 of 65
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $36,370,159 27.38% 1,782,851
Small Exeter Financial, LLC $11,812,048 8.89% 579,022
Mega WELLS FARGO & COMPANY/MN $10,714,345 8.06% 525,213
Mega Invesco Ltd. $8,628,934 6.50% 422,987
Small Shaker Financial Services, LLC $6,831,042 5.14% 334,855
Mega RAYMOND JAMES FINANCIAL INC $5,505,204 4.14% 269,863
Mega UBS Group AG $5,395,329 4.06% 264,477
Mega ROYAL BANK OF CANADA Bank $5,305,468 3.99% 260,072
Mid North Star Investment Management Corp. $3,641,746 2.74% 178,517
Mega LPL Financial LLC $3,508,840 2.64% 172,002
Small Smith Asset Management Co., LLC $3,126,136 2.35% 153,242
Mid Karpus Management, Inc. $2,752,572 2.07% 134,930
Large GUGGENHEIM CAPITAL LLC $2,608,975 1.96% 127,891
Mega ENVESTNET ASSET MANAGEMENT INC $2,327,803 1.75% 114,108
Mid WOLVERINE ASSET MANAGEMENT LLC $2,228,149 1.68% 109,223
Large TRUIST FINANCIAL CORP $1,842,364 1.39% 90,312
Large Creative Planning $1,626,451 1.22% 79,728
Mid Integrated Wealth Concepts LLC $1,497,951 1.13% 73,429
Large OSAIC HOLDINGS, INC. $1,247,541 0.94% 61,154
Micro PMG Family Office LLC Family Office $1,180,078 0.89% 57,847
Mega AMERIPRISE FINANCIAL INC $1,071,346 0.81% 52,517
Mid Waverly Advisors, LLC $997,396 0.75% 48,892
Mid Advisors Asset Management, Inc. $839,092 0.63% 41,132
Mid D.A. DAVIDSON & CO. $769,814 0.58% 37,736
Large &PARTNERS $672,751 0.51% 32,978
Large Steward Partners Investment Advisory, LLC $624,178 0.47% 30,597
Small Centurion Wealth Management LLC $567,670 0.43% 27,827
Micro Clear Point Advisors Inc. $538,254 0.41% 26,385
Large Cambridge Investment Research Advisors, Inc. $536,458 0.40% 26,297
Large COMMONWEALTH EQUITY SERVICES, LLC $517,140 0.39% 25,350
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $507,776 0.38% 24,891
Micro Aurora Private Wealth, Inc. $494,353 0.37% 24,233
Small Opal Wealth Advisors, LLC $430,766 0.32% 21,116
Mega BANK OF AMERICA CORP /DE/ Bank $414,691 0.31% 20,328
Large CWM, LLC $395,229 0.30% 19,374
Large Janney Montgomery Scott LLC $394,168 0.30% 19,322
Mid BENJAMIN EDWARDS INC $352,104 0.27% 17,260
Small Logan Stone Capital, LLC $340,741 0.26% 16,703
Mid READYSTATE ASSET MANAGEMENT LP $338,415 0.25% 16,589
Large Cetera Investment Advisers $318,056 0.24% 15,591
Small Koshinski Asset Management, Inc. $302,164 0.23% 14,812
Large FIFTH THIRD BANCORP Bank $287,252 0.22% 14,081
Large Kestra Advisory Services, LLC $274,176 0.21% 13,440
Mid Sanctuary Advisors, LLC $267,586 0.20% 13,117
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $261,385 0.20% 12,813
Small WEST MICHIGAN ADVISORS, LLC $258,386 0.19% 12,666
Large BROWN BROTHERS HARRIMAN & CO $257,570 0.19% 12,626
Large NewEdge Advisors, LLC $247,452 0.19% 12,130
Small Proactive Wealth Strategies LLC $236,599 0.18% 11,598
Mega TWO SIGMA INVESTMENTS, LP $234,232 0.18% 11,482
Large CIBC Asset Management Inc $209,304 0.16% 10,260
Large Rockefeller Capital Management L.P. $181,376 0.14% 8,891
Mega PNC FINANCIAL SERVICES GROUP, INC. $163,893 0.12% 8,034
Small Axiom Investment Management LLC $118,211 0.09% 5,795
Mid HARBOUR INVESTMENTS, INC. $90,902 0.07% 4,456
Small Global Assets Advisory, LLC $40,800 0.03% 2,000
Mid Farther Finance Advisors, LLC $32,640 0.02% 1,600
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $27,560 0.02% 1,351
Mid CENTRAL TRUST Co Bank $20,400 0.02% 1,000
Large JONES FINANCIAL COMPANIES LLLP $19,584 0.01% 960
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $18,360 0.01% 900
Small AdvisorNet Financial, Inc $13,382 0.01% 656
Small Strategic Wealth Partners, Ltd. $8,200 0.01% 402
Mega JPMORGAN CHASE & CO $6,120 0.00% 300
Small Key Financial Inc $4,447 0.00% 218
Key facts CIK 1291334 CUSIP 337318109 Visit website

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