Purchases and Sales Made in Q1 2023 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 2023. 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 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109KNew |
$1.7M - $1.87M
|
109K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.1K+ 25.18% |
$1.28M - $1.41M
|
408K
$8.58M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
25.2K+ 930.67% |
$393K - $432K
|
27.9K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.7K+ 1.53% |
$338K - $372K
|
1.44M
$30.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 82.25% |
$185K - $203K
|
26.3K
$553K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 15.46% |
$180K - $199K
|
86.5K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 19.36% |
$163K - $179K
|
64.5K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$156K - $172K
|
10K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.32K+ 3.01% |
$130K - $143K
|
285K
$5.99M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
6.58K+ 2.39% |
$103K - $113K
|
282K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.16K+ 2.19% |
$80.5K - $88.5K
|
241K
$5.08M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
4.91K+ 0.94% |
$76.5K - $84.2K
|
526K
$11.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04K+ 8.54% |
$63K - $69.3K
|
51.4K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.55K+ 1.77% |
$55.3K - $60.9K
|
204K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.16K+ 3.15% |
$33.6K - $37K
|
70.5K
$1.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.58KNew |
$24.6K - $27.1K
|
1.58K
$33.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 24.13% |
$19.5K - $21.4K
|
6.43K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 6.75% |
$18.5K - $20.3K
|
18.8K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.1KNew |
$17.2K - $18.9K
|
1.1K
$23.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 10.66% |
$16.7K - $18.4K
|
11.1K
$234K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
825New |
$12.9K - $14.1K
|
825
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
762+ 4.51% |
$11.9K - $13.1K
|
17.6K
$371K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$10.8K - $11.9K
|
693
$14.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
666New |
$10.4K - $11.4K
|
666
$14K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
550+ 4.13% |
$8.57K - $9.43K
|
13.9K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
455+ 1.24% |
$7.09K - $7.8K
|
37.1K
$780K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
287+ 2.01% |
$4.47K - $4.92K
|
14.6K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189+ 0.54% |
$2.95K - $3.24K
|
35.5K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
168+ 0.06% |
$2.62K - $2.88K
|
271K
$5.7M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 0.19% |
$826 - $909
|
27.9K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
$31.2 - $34.3
|
17.1K
$359K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-79- 0.57% |
$1.23K - $1.35K
|
13.7K
$289K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-81- 0.15% |
$1.26K - $1.39K
|
54.6K
$1.15M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-117Closed |
$1.82K - $2.01K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.89% |
$5.66K - $6.23K
|
18.8K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-366- 0.99% |
$5.71K - $6.28K
|
36.6K
$771K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-381- 3.17% |
$5.94K - $6.53K
|
11.6K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-389- 1.31% |
$6.06K - $6.67K
|
29.3K
$616K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-434- 3.08% |
$6.77K - $7.44K
|
13.7K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-504- 0.7% |
$7.86K - $8.64K
|
71.4K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-550- 3.96% |
$8.57K - $9.43K
|
13.3K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-632- 4.26% |
$9.85K - $10.8K
|
14.2K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-800- 6.09% |
$12.5K - $13.7K
|
12.3K
$259K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.59K- 3.97% |
$24.8K - $27.3K
|
38.5K
$809K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.27K- 70.1% |
$35.4K - $38.9K
|
968
$20.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.92K- 1.9% |
$76.7K - $84.4K
|
255K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6.03K- 75.82% |
$94.1K - $103K
|
1.92K
$40.5K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-61.6K- 29.99% |
$960K - $1.06M
|
144K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-75.2K- 21.8% |
$1.17M - $1.29M
|
270K
$5.67M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-207K- 36.95% |
$3.22M - $3.54M
|
353K
$7.42M
|