Latest Institutional Transactions on First Trust Enhanced Equity Income Fund (FFA)
This table provides information on the latest institutional transactions involving First Trust Enhanced Equity Income Fund (FFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-906- 0.17% |
$18K - $19.2K
|
529K
$10.8M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-207K- 95.08% |
$4.11M - $4.37M
|
10.7K
$219K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$320K - $351K
|
17.2K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 8.1% |
$102K - $112K
|
73.1K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
750+ 4.5% |
$14K - $15.3K
|
17.4K
$357K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.08% |
$689 - $757
|
47.4K
$970K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
536New |
$9.99K - $11K
|
536
$11K
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.03K+ 6.57% |
$19.1K - $21K
|
16.6K
$340K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.03K- 1.67% |
$19.1K - $21K
|
60.3K
$1.23M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.3K- 10.43% |
$378K - $415K
|
174K
$3.57M
|
|
Q2 2024 | |||||||
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
57KNew |
$1.02M - $1.14M
|
57K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3KNew |
$185K - $206K
|
10.3K
$212K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-336- 2.74% |
$6.01K - $6.69K
|
11.9K
$244K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.5KNew |
$205K - $228K
|
11.5K
$235K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
450New |
$8.05K - $8.96K
|
450
$9.22K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
402New |
$7.19K - $8.01K
|
402
$8.23K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$17.9 - $19.9
|
1.1K
$22.5K
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.49KNew |
$61.7K - $67K
|
3.49K
$71.5K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$918 - $997
|
52
$1.06K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.09% |
$194 - $211
|
12.2K
$250K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$24.7K - $26.9K
|
1.4K
$28.7K
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.11K- 9.6% |
$19.6K - $21.3K
|
10.5K
$214K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 1305.67% |
$62.3K - $71.6K
|
4.22K
$86.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
497New |
$7.9K - $9.08K
|
497
$10.2K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.77KNew |
$28.1K - $32.3K
|
1.77K
$36.2K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.74% |
$191 - $219
|
702
$14.4K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
52+ 0.19% |
$882 - $952
|
28K
$573K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-561- 4.21% |
$9.52K - $10.3K
|
12.8K
$261K
|
|
Q2 2023 | |||||||
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$1.91K - $2.08K
|
117
$2.4K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-800- 6.09% |
$12.5K - $13.7K
|
12.3K
$252K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6.03K- 75.82% |
$94.1K - $103K
|
1.92K
$39.4K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$156K - $172K
|
10K
$205K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
825New |
$12.9K - $14.1K
|
825
$16.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$10.8K - $11.9K
|
693
$14.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.58KNew |
$24.6K - $27.1K
|
1.58K
$32.3K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.27K- 70.1% |
$35.4K - $38.9K
|
968
$19.8K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.1KNew |
$17.2K - $18.9K
|
1.1K
$22.5K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
117New |
$1.7K - $1.96K
|
117
$2.4K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
185New |
$2.69K - $3.09K
|
185
$3.79K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.6K - $16.7K
|
1K
$20.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$11.6K - $13.4K
|
800
$16.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 1.96% |
$542 - $677
|
1.93K
$39.5K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
581New |
$8.51K - $10.6K
|
581
$11.9K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$8.78K - $11K
|
600
$12.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.01KNew |
$64.2K - $81.4K
|
4.01K
$82.2K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10.5KClosed |
$169K - $214K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-27.9KClosed |
$446K - $565K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.03K+ 257.7% |
$48.4K - $61.4K
|
4.2K
$86.1K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.24KClosed |
$19.9K - $25.2K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.91KNew |
$111K - $140K
|
6.91K
$141K
|