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FIRST TRUST ENHANCED EQUITY INCOME FUND hedge fund holdings

FFANYSE
$22.21+0.01 (+0.05%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FFA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+2.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251113$13.5M$6.54M56Aug 14, 2025
Q3 2025127$4.55M$8.31M58Nov 14, 2025
Q4 20251914$6.48M$3.7M65Feb 14, 2026
Q1 20261516$5.52M$6.39M61May 15, 2026
Q2 20261811$5.56M$5.84M67Aug 14, 2026

Quarterly action breakdown

Q2 2026
67 filers
New position
8
$2.63M+117K sh
Increased
10
$2.93M+131K sh
Reduced
9
-$5.2M-233K sh
Out / sold
2
-$635K-28.4K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Clear Point Advisors Inc.Sell 100%-$1.58M$00.00%Jul 29, 2026
Heritage Wealth Management, Inc.New Buy+$1.09M$1.09M0.27%Jul 28, 2026
Guggenheim Capital LLCReduce 29.42%-$841K$2.02M0.01%Aug 12, 2026
Mission Wealth Management, LPNew Buy+$403K$403K0.00%Jul 20, 2026
Miller Financial Services LLCNew Buy+$283K$283K0.23%Jul 29, 2026
Keystone Financial GroupNew Buy+$210K$210K0.01%Jul 29, 2026
Institute for Wealth Management, LLC.New Buy+$196K$196K0.02%Jul 28, 2026
North Star Investment Management Corp.Reduce 4.11%-$164K$3.83M0.21%Jul 28, 2026
Readystate Asset Management LPReduce 40.32%-$150K$221K0.01%Aug 14, 2026
Shaker Financial Services, LLCReduce 1.83%-$137K$7.35M2.30%Jul 15, 2026
Alkeme Wealth, LLCAdded 1.02%+$132K$13.1M5.00%Jul 16, 2026
Smith Asset Management Co., LLCReduce 2.26%-$77.5K$3.35M2.63%Jul 14, 2026
D.A. Davidson & Co.Added 8.64%+$72.9K$917K0.01%Jul 24, 2026
&PartnersAdded 6.26%+$46.1K$784K0.00%Aug 14, 2026
Global Assets Advisory, LLCSell 100%-$40.8K$00.00%Jul 27, 2026
Aurora Private Wealth, Inc.Added 3.69%+$20K$562K0.36%Jul 22, 2026
Axiom Investment Management LLCAdded 11.10%+$14.4K$144K0.10%Jul 31, 2026
PMG Family Office LLCAdded 1.06%+$13.7K$1.31M1.20%Jul 16, 2026
West Michigan Advisors, LLCReduce 4.42%-$12.5K$271K0.05%Aug 21, 2026
Opal Wealth Advisors, LLCReduce 2.32%-$11K$461K0.10%Jul 20, 2026
Benjamin Edwards IncReduce 1.30%-$5.01K$381K0.00%Jul 24, 2026
Proactive Wealth Strategies LLCAdded 1.76%+$4.56K$264K0.04%Aug 10, 2026
Logan Stone Capital, LLCAdded 1.17%+$4.38K$378K0.08%Aug 14, 2026
Highline Wealth Partners LLCNew Buy+$2.97K$2.97K0.00%Jul 15, 2026
Kestra Private Wealth Services, LLCAdded 0.14%+$760$557K0.01%Jul 28, 2026

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