Purchases and Sales Made in Q1 2022 in First Trust Enhanced Equity Income Fund (FFA)
This table provides information about the institutional ownership of First Trust Enhanced Equity Income Fund (FFA) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST ENHANCED EQUITY INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.8K+ 421.68% |
$1.13M - $1.3M
|
74K
$1.53M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
41K+ 40.51% |
$776K - $891K
|
142K
$2.95M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.8K+ 11.35% |
$582K - $667K
|
302K
$6.24M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 2.14% |
$558K - $640K
|
1.41M
$29.2M
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
16.1K+ 3.59% |
$305K - $350K
|
465K
$9.63M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$267K - $306K
|
14.1K
$292K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.5K+ 5.03% |
$255K - $292K
|
281K
$5.82M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13KNew |
$246K - $282K
|
13K
$269K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.9K+ 184.57% |
$206K - $236K
|
16.8K
$347K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.15K+ 16.22% |
$97.5K - $112K
|
36.9K
$764K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.36K+ 13.79% |
$82.4K - $94.5K
|
35.9K
$744K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33KNew |
$81.9K - $94K
|
4.33K
$89.7K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85K+ 0.2% |
$53.9K - $61.9K
|
1.41M
$29.2M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 0.77% |
$45.6K - $52.3K
|
314K
$6.51M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$35.6K - $40.8K
|
1.88K
$38.9K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 1.83% |
$24.7K - $28.3K
|
72.4K
$1.5M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.3K+ 11.57% |
$24.6K - $28.3K
|
12.6K
$260K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.29K+ 8.25% |
$24.4K - $27.9K
|
16.9K
$349K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$23.5K - $27K
|
1.24K
$25.7K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18KNew |
$22.2K - $25.5K
|
1.18K
$24.3K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05K+ 8.17% |
$19.9K - $22.8K
|
13.9K
$288K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
743+ 1.38% |
$14.1K - $16.1K
|
54.8K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
600New |
$11.4K - $13K
|
600
$12.4K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
558+ 1.26% |
$10.6K - $12.1K
|
44.9K
$930K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
298+ 2.91% |
$5.64K - $6.47K
|
10.5K
$218K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
289+ 0.07% |
$5.47K - $6.27K
|
403K
$8.33M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
162+ 0.25% |
$3.07K - $3.52K
|
64K
$1.33M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.65% |
$1.89K - $2.17K
|
15.4K
$319K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 1.61% |
$284 - $326
|
949
$19.6K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-63- 0.23% |
$1.19K - $1.37K
|
27.9K
$577K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121Closed |
$2.29K - $2.63K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-569- 5.22% |
$10.8K - $12.3K
|
10.3K
$214K
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-756- 4.75% |
$14.3K - $16.4K
|
15.2K
$314K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-898- 4.15% |
$17K - $19.5K
|
20.7K
$429K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.02KClosed |
$19.3K - $22.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.22KClosed |
$23K - $26.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.84KClosed |
$34.7K - $39.8K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.23K- 1.08% |
$42.2K - $48.4K
|
205K
$4.25M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 6.46% |
$49.6K - $56.9K
|
38K
$786K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.85K- 6.68% |
$72.8K - $83.5K
|
53.8K
$1.11M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.23K- 6.57% |
$118K - $135K
|
88.7K
$1.84M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.81KClosed |
$129K - $148K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.69K- 34.68% |
$146K - $167K
|
14.5K
$300K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8KClosed |
$224K - $257K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 4.08% |
$226K - $259K
|
281K
$5.81M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-22.4K- 7.2% |
$423K - $485K
|
288K
$5.97M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 28.16% |
$515K - $590K
|
69.4K
$1.44M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-41.4K- 11.22% |
$784K - $899K
|
328K
$6.78M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-69.8K- 16.89% |
$1.32M - $1.51M
|
343K
$7.11M
|