Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
246KNew |
$3.93M - $4.98M
|
246K
$4.87M
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.5KNew |
$424K - $538K
|
26.5K
$526K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 31.29% |
$370K - $469K
|
97.1K
$1.93M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 7.98% |
$358K - $454K
|
303K
$6.01M
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
16.5KNew |
$264K - $334K
|
16.5K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.3K+ 5.4% |
$260K - $330K
|
318K
$6.3M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.9K+ 184.57% |
$174K - $220K
|
16.8K
$333K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.41K+ 2.64% |
$119K - $150K
|
289K
$5.72M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.91KNew |
$111K - $140K
|
6.91K
$137K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33KNew |
$69.3K - $87.8K
|
4.33K
$85.9K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.01KNew |
$64.2K - $81.4K
|
4.01K
$79.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.03K+ 257.7% |
$48.4K - $61.4K
|
4.2K
$83.3K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 21.52% |
$43.2K - $54.8K
|
15.3K
$303K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 3.8% |
$42.2K - $53.5K
|
72K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$30.2K - $38.3K
|
1.89K
$37.5K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 3.4% |
$19.6K - $24.8K
|
37.2K
$737K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
926+ 0.45% |
$14.8K - $18.8K
|
206K
$4.09M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
338+ 6.47% |
$5.41K - $6.85K
|
5.56K
$110K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
311+ 2.24% |
$4.98K - $6.3K
|
14.2K
$282K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.81% |
$2K - $2.53K
|
15.5K
$308K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
56+ 0.37% |
$896 - $1.14K
|
15.2K
$302K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41+ 0.09% |
$656 - $831
|
45K
$891K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 1.9% |
$288 - $365
|
967
$19.2K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-80- 0.78% |
$1.28K - $1.62K
|
10.2K
$202K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-244- 1.73% |
$3.9K - $4.95K
|
13.9K
$275K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-301- 0.82% |
$4.82K - $6.1K
|
36.6K
$726K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 18.77% |
$7.9K - $10K
|
2.14K
$42.4K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-600Closed |
$9.6K - $12.2K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-600- 0.13% |
$9.6K - $12.2K
|
465K
$9.22M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 2.16% |
$18.5K - $23.5K
|
52.6K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.24KClosed |
$19.9K - $25.2K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 1.96% |
$22.6K - $28.7K
|
70.9K
$1.41M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6KClosed |
$25.6K - $32.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.85% |
$39.4K - $49.9K
|
61.6K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.46K- 11.88% |
$39.4K - $49.9K
|
18.3K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.85K- 0.2% |
$45.6K - $57.8K
|
1.41M
$27.9M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.85K- 0.2% |
$45.6K - $57.8K
|
1.41M
$27.9M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.07K- 8.07% |
$49K - $62.1K
|
34.9K
$692K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.33KClosed |
$69.3K - $87.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.68K- 2.32% |
$107K - $135K
|
282K
$5.59M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.83KClosed |
$141K - $179K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10.5KClosed |
$169K - $214K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14.5KClosed |
$232K - $294K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 11.92% |
$271K - $344K
|
125K
$2.49M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.3K- 7.07% |
$389K - $492K
|
319K
$6.33M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-27K- 49.39% |
$433K - $548K
|
27.7K
$550K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-27.9KClosed |
$446K - $565K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-43.2K- 48.76% |
$692K - $876K
|
45.4K
$901K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-56.4K- 17.22% |
$903K - $1.14M
|
271K
$5.38M
|