Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.8K+ 10.56% |
$544K - $590K
|
322K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 3.47% |
$342K - $372K
|
579K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
19K+ 9.96% |
$336K - $365K
|
210K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 32.18% |
$278K - $302K
|
64.7K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.2KNew |
$251K - $272K
|
14.2K
$298K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$206K - $224K
|
11.7K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
10.3KNew |
$182K - $197K
|
10.3K
$216K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.85K+ 3.39% |
$156K - $170K
|
270K
$5.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.65K+ 3.55% |
$135K - $147K
|
223K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6.59K+ 3.81% |
$116K - $126K
|
179K
$3.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.06K+ 39.33% |
$107K - $116K
|
21.5K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.21K+ 1.88% |
$92.1K - $100K
|
282K
$5.94M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.81K+ 30.28% |
$67.4K - $73.2K
|
16.4K
$345K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.49KNew |
$61.7K - $67K
|
3.49K
$73.4K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.44K+ 1.85% |
$43K - $46.7K
|
134K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 2.8% |
$33.9K - $36.8K
|
70.3K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.88K+ 0.7% |
$33.1K - $36K
|
270K
$5.67M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 4.99% |
$25.6K - $27.8K
|
30.5K
$642K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 2.08% |
$25.3K - $27.5K
|
70.5K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$24.7K - $26.9K
|
1.4K
$29.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 4.71% |
$22.4K - $24.3K
|
28.2K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
391+ 0.64% |
$6.91K - $7.5K
|
61.2K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364+ 0.71% |
$6.43K - $6.98K
|
51.5K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
322+ 78.54% |
$5.69K - $6.18K
|
732
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
263+ 1.59% |
$4.64K - $5.04K
|
16.8K
$353K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
238+ 1.06% |
$4.2K - $4.56K
|
22.6K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
59+ 0.57% |
$1.04K - $1.13K
|
10.5K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$918 - $997
|
52
$1.09K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
36+ 0.08% |
$636 - $690
|
47.3K
$994K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 1.66% |
$318 - $345
|
1.1K
$23.2K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.07% |
$230 - $249
|
17.7K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.09% |
$194 - $211
|
12.2K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33- 0.12% |
$583 - $633
|
28K
$588K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 4.21% |
$8.83K - $9.59K
|
11.4K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-865- 2.42% |
$15.3K - $16.6K
|
34.9K
$733K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.05K- 3.25% |
$18.5K - $20.1K
|
31.2K
$655K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.11K- 9.6% |
$19.6K - $21.3K
|
10.5K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.24K- 0.9% |
$39.6K - $43K
|
248K
$5.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.71K- 4.83% |
$65.4K - $71.1K
|
73.1K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-3.86K- 0.73% |
$68.1K - $74K
|
526K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.92K- 92.89% |
$69.2K - $75.1K
|
300
$6.31K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93K- 6.38% |
$87.1K - $94.6K
|
72.4K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 33.98% |
$114K - $123K
|
12.5K
$263K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.1K- 0.88% |
$231K - $251K
|
1.48M
$31M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.1K- 0.88% |
$231K - $251K
|
1.48M
$31M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.3K- 8.88% |
$429K - $466K
|
249K
$5.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.7K- 2.43% |
$649K - $705K
|
1.48M
$31M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44.5K- 19.34% |
$786K - $853K
|
186K
$3.9M
|