FFA
First Trust Enhanced Equity Income Fund
1W: -0.2%
1M: -4.2%
3M: -1.3%
YTD: +1.4%
1Y: +2.4%
3Y: +50.4%
5Y: +44.1%
$22.21
+0.01 (+0.05%)
Weekly Expected Move ±1.8%
$21
$22
$22
$23
$23
Institutional Ownership — FFA
75
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
145M
Total Invested
11
New Positions
28
Increased
22
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (84 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,809,892 | $40M | +27,041 | +1.5% | 60Q | SEC ↗ |
| 2 | ALKEME WEALTH, LLC | 584,911 | $13M | +5,889 | +1.0% | 29Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 457,317 | $10M | -67,896 | -12.9% | 86Q | SEC ↗ |
| 4 | Invesco Ltd. | 439,588 | $10M | +16,601 | +3.9% | 66Q | SEC ↗ |
| 5 | Shaker Financial Services, LLC | 328,741 | $7M | -6,114 | -1.8% | 17Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 291,345 | $6M | +21,482 | +8.0% | 7Q | SEC ↗ |
| 7 | UBS Group AG | 263,111 | $6M | -1,366 | -0.5% | 47Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 243,576 | $5M | -16,496 | -6.3% | 67Q | SEC ↗ |
| 9 | LPL Financial LLC | 175,161 | $4M | +3,159 | +1.8% | 31Q | SEC ↗ |
| 10 | North Star Investment Management Corp. | 171,184 | $4M | -7,333 | -4.1% | 70Q | SEC ↗ |
| 11 | Smith Asset Management Co., LLC | 149,777 | $3M | -3,465 | -2.3% | 7Q | SEC ↗ |
| 12 | Karpus Management, Inc. | 134,313 | $3M | -617 | -0.5% | 15Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 117,567 | $3M | +3,459 | +3.0% | 21Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 95,323 | $2M | +5,011 | +5.5% | 16Q | SEC ↗ |
| 15 | GUGGENHEIM CAPITAL LLC | 90,264 | $2M | -37,627 | -29.4% | 39Q | SEC ↗ |
| 16 | Creative Planning | 78,215 | $2M | -1,513 | -1.9% | 7Q | SEC ↗ |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 74,570 | $2M | -34,653 | -31.7% | 6Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 70,723 | $2M | -2,706 | -3.7% | 14Q | SEC ↗ |
| 19 | Advisors Asset Management, Inc. | 69,490 | $2M | +28,358 | +68.9% | 2Q | SEC ↗ |
| 20 | PMG Family Office LLC | 58,460 | $1M | +613 | +1.1% | 4Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 54,896 | $1M | +2,379 | +4.5% | 16Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 48,855 | $1M | -12,299 | -20.1% | 26Q | SEC ↗ |
| 23 | Heritage Wealth Management, Inc. NEW | 48,756 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Waverly Advisors, LLC | 47,089 | $1M | -1,803 | -3.7% | 7Q | SEC ↗ |
| 25 | D.A. DAVIDSON & CO. | 40,998 | $911K | +3,262 | +8.6% | 9Q | SEC ↗ |
| 26 | &PARTNERS | 35,041 | $778K | +2,063 | +6.3% | 8Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 32,919 | $731K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 30,046 | $667K | +3,749 | +14.3% | 24Q | SEC ↗ |
| 29 | Centurion Wealth Management LLC | 27,827 | $618K | — | +0.0% | 8Q | SEC ↗ |
| 30 | Aurora Private Wealth, Inc. | 25,128 | $558K | +895 | +3.7% | 3Q | SEC ↗ |
| 31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 24,925 | $554K | +34 | +0.1% | 23Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 21,458 | $477K | +1,130 | +5.6% | 15Q | SEC ↗ |
| 33 | Opal Wealth Advisors, LLC | 20,626 | $458K | -490 | -2.3% | 15Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 20,386 | $453K | -4,964 | -19.6% | 26Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 19,643 | $436K | +321 | +1.7% | 7Q | SEC ↗ |
| 36 | CWM, LLC | 19,374 | $430K | +4,725 | +32.3% | 18Q | SEC ↗ |
| 37 | MISSION WEALTH MANAGEMENT, LP NEW | 18,042 | $401K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 17,959 | $399K | +2,368 | +15.2% | 4Q | SEC ↗ |
| 39 | BENJAMIN EDWARDS INC | 17,036 | $378K | -224 | -1.3% | 8Q | SEC ↗ |
| 40 | Logan Stone Capital, LLC | 16,899 | $375K | +196 | +1.2% | 3Q | SEC ↗ |
| 41 | Koshinski Asset Management, Inc. | 14,812 | $329K | — | +0.0% | 10Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 14,097 | $313K | +16 | +0.1% | 2Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 14,061 | $312K | +621 | +4.6% | 3Q | SEC ↗ |
| 44 | Sanctuary Advisors, LLC | 13,117 | $291K | — | +0.0% | 9Q | SEC ↗ |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 12,832 | $285K | +19 | +0.1% | 16Q | SEC ↗ |
| 46 | Miller Financial Services LLC NEW | 12,635 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 47 | BROWN BROTHERS HARRIMAN & CO | 12,626 | $280K | — | +0.0% | 5Q | SEC ↗ |
| 48 | WEST MICHIGAN ADVISORS, LLC | 12,106 | $269K | -560 | -4.4% | 9Q | SEC ↗ |
| 49 | Proactive Wealth Strategies LLC | 11,802 | $262K | +204 | +1.8% | 2Q | SEC ↗ |
| 50 | TWO SIGMA INVESTMENTS, LP | 11,482 | $255K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Heritage Wealth Management, Inc. | 48,756 | $1M |
| Global Retirement Partners, LLC | 32,919 | $731K |
| MISSION WEALTH MANAGEMENT, LP | 18,042 | $401K |
| Miller Financial Services LLC | 12,635 | $281K |
| STIFEL FINANCIAL CORP | 10,010 | $222K |
| XTX Topco Ltd | 9,792 | $217K |
| Keystone Financial Group | 9,374 | $208K |
| Institute for Wealth Management, LL | 8,754 | $194K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,000 | $44K |
| Allied Private Wealth LLC | 1,132 | $25K |
| HIGHLINE WEALTH PARTNERS LLC | 133 | $3K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cornerstone Advisors, LLC | 79,226 | $2M |
| Compound Planning, Inc. | 31,217 | $693K |
| Clear Point Advisors Inc. | 26,385 | $586K |
| WEST BANCORPORATION INC | 12,096 | $269K |
| Certified Advisory Corp | 10,164 | $226K |
| Global Assets Advisory, LLC | 2,000 | $44K |
| CoreCap Advisors, LLC | 1,100 | $24K |
| Navalign, LLC | 786 | $17K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 416 | $9K |
| Frazier Financial Advisors, LLC | 25 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advisors Asset Management, Inc. | +28,358 | +68.9% | 69,490 |
| MORGAN STANLEY | +27,041 | +1.5% | 1,809,892 |
| RAYMOND JAMES FINANCIAL INC | +21,482 | +8.0% | 291,345 |
| Invesco Ltd. | +16,601 | +3.9% | 439,588 |
| ALKEME WEALTH, LLC | +5,889 | +1.0% | 584,911 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +5,043 | +373.3% | 6,394 |
| TRUIST FINANCIAL CORP | +5,011 | +5.5% | 95,323 |
| CWM, LLC | +4,725 | +32.3% | 19,374 |
| Cambridge Investment Research Advis | +3,749 | +14.3% | 30,046 |
| ENVESTNET ASSET MANAGEMENT INC | +3,459 | +3.0% | 117,567 |
| D.A. DAVIDSON & CO. | +3,262 | +8.6% | 40,998 |
| LPL Financial LLC | +3,159 | +1.8% | 175,161 |
| AMERIPRISE FINANCIAL INC | +2,379 | +4.5% | 54,896 |
| Cetera Investment Advisers | +2,368 | +15.2% | 17,959 |
| &PARTNERS | +2,063 | +6.3% | 35,041 |
| BANK OF AMERICA CORP /DE | +1,130 | +5.6% | 21,458 |
| Aurora Private Wealth, Inc. | +895 | +3.7% | 25,128 |
| Axiom Investment Management LLC | +643 | +11.1% | 6,438 |
| Kestra Advisory Services, LLC | +621 | +4.6% | 14,061 |
| PMG Family Office LLC | +613 | +1.1% | 58,460 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -67,896 | -12.9% | 457,317 |
| GUGGENHEIM CAPITAL LLC | -37,627 | -29.4% | 90,264 |
| WOLVERINE ASSET MANAGEMENT LLC | -34,653 | -31.7% | 74,570 |
| Steward Partners Investment Advisor | -26,597 | -86.9% | 4,000 |
| ROYAL BANK OF CANADA | -16,496 | -6.3% | 243,576 |
| OSAIC HOLDINGS, INC. | -12,299 | -20.1% | 48,855 |
| North Star Investment Management Co | -7,333 | -4.1% | 171,184 |
| READYSTATE ASSET MANAGEMENT LP | -6,688 | -40.3% | 9,901 |
| Shaker Financial Services, LLC | -6,114 | -1.8% | 328,741 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,964 | -19.6% | 20,386 |
| Smith Asset Management Co., LLC | -3,465 | -2.3% | 149,777 |
| Integrated Wealth Concepts LLC | -2,706 | -3.7% | 70,723 |
| NewEdge Advisors, LLC | -2,000 | -16.5% | 10,130 |
| Waverly Advisors, LLC | -1,803 | -3.7% | 47,089 |
| Creative Planning | -1,513 | -1.9% | 78,215 |
| UBS Group AG | -1,366 | -0.5% | 263,111 |
| Karpus Management, Inc. | -617 | -0.5% | 134,313 |
| WEST MICHIGAN ADVISORS, LLC | -560 | -4.4% | 12,106 |
| Opal Wealth Advisors, LLC | -490 | -2.3% | 20,626 |
| BENJAMIN EDWARDS INC | -224 | -1.3% | 17,036 |