Purchases and Sales Made in Q1 2025 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 2025. 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 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
163KNew |
$3.13M - $3.44M
|
163K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74.8K+ 104.07% |
$1.43M - $1.58M
|
147K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 2.96% |
$870K - $957K
|
1.58M
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.2KNew |
$809K - $889K
|
42.2K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 60.17% |
$428K - $470K
|
59.4K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8.99K+ 5.29% |
$172K - $189K
|
179K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.95K+ 10.49% |
$133K - $146K
|
73.2K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.85K+ 1.91% |
$131K - $144K
|
365K
$7.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.71K+ 4.47% |
$129K - $141K
|
157K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.13K+ 18.22% |
$79.2K - $87K
|
26.8K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.33KNew |
$63.7K - $70.1K
|
3.33K
$68.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.19K+ 0.6% |
$61.1K - $67.2K
|
532K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.86KNew |
$54.7K - $60.2K
|
2.86K
$59.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 0.33% |
$38.7K - $42.5K
|
621K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.96K+ 18.66% |
$37.6K - $41.3K
|
12.5K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$30.7K - $33.7K
|
1.6K
$33.2K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 6.28% |
$27K - $29.7K
|
23.9K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 5.45% |
$20.8K - $22.8K
|
21K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
923+ 3.51% |
$17.7K - $19.4K
|
27.2K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
829+ 14.41% |
$15.9K - $17.5K
|
6.58K
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
800+ 1.73% |
$15.3K - $16.9K
|
47K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
773+ 2.36% |
$14.8K - $16.3K
|
33.5K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
413+ 1.83% |
$7.92K - $8.7K
|
23K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 1.09% |
$7.19K - $7.9K
|
34.7K
$719K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
265+ 0.39% |
$5.08K - $5.58K
|
68.2K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
259+ 0.53% |
$4.97K - $5.46K
|
49K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
180+ 1.43% |
$3.45K - $3.79K
|
12.7K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157+ 0.62% |
$3.01K - $3.31K
|
25.6K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 0.64% |
$1.3K - $1.43K
|
10.7K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16+ 0.15% |
$307 - $337
|
10.7K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15+ 0.1% |
$288 - $316
|
14.5K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.83% |
$211 - $232
|
611
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-109- 0.24% |
$2.09K - $2.3K
|
46.1K
$957K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-174- 1.63% |
$3.34K - $3.67K
|
10.5K
$218K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-473- 3.29% |
$9.07K - $9.97K
|
13.9K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-521- 2.31% |
$9.99K - $11K
|
22K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-615- 3.7% |
$11.8K - $13K
|
16K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-900- 3.64% |
$17.3K - $19K
|
23.8K
$494K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 8.85% |
$24.9K - $27.4K
|
13.4K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.5K- 2.63% |
$28.8K - $31.6K
|
55.5K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.7K- 0.68% |
$32.6K - $35.8K
|
248K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.99K- 11.32% |
$38.1K - $41.9K
|
15.6K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.92K- 1.1% |
$55.9K - $61.5K
|
263K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.27K- 5.31% |
$81.8K - $89.9K
|
76.1K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 4.37% |
$236K - $259K
|
269K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.1K- 12.13% |
$462K - $508K
|
175K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-27.7K- 23.24% |
$531K - $583K
|
91.5K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-54.2K- 14.46% |
$1.04M - $1.14M
|
321K
$6.65M
|