Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.2K+ 22.61% |
$1.51M - $1.64M
|
500K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60.6K+ 42.12% |
$988K - $1.08M
|
204K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
31.6K+ 11.2% |
$516K - $561K
|
314K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
30KNew |
$489K - $533K
|
30K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9KNew |
$177K - $193K
|
10.9K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 0.7% |
$164K - $179K
|
1.45M
$30.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.21K+ 49.1% |
$150K - $164K
|
28K
$589K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.03K+ 39.84% |
$115K - $125K
|
24.7K
$519K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.71K+ 9.15% |
$76.8K - $83.6K
|
56.1K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.58K+ 59.77% |
$74.7K - $81.3K
|
12.2K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
2.41K+ 0.46% |
$39.4K - $42.8K
|
529K
$11.1M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.14K+ 1.05% |
$34.9K - $38K
|
206K
$4.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26KNew |
$20.5K - $22.3K
|
1.26K
$26.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 3.04% |
$17.6K - $19.1K
|
36.6K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
547+ 0.2% |
$8.93K - $9.71K
|
272K
$5.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
453+ 1.72% |
$7.39K - $8.05K
|
26.7K
$563K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
353+ 2.49% |
$5.76K - $6.27K
|
14.6K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
277+ 1.9% |
$4.52K - $4.92K
|
14.9K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
174+ 0.59% |
$2.84K - $3.09K
|
29.5K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131+ 0.7% |
$2.14K - $2.33K
|
19K
$399K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$1.91K - $2.08K
|
117
$2.46K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.18% |
$816 - $888
|
27.9K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
50+ 0.18% |
$816 - $888
|
27.9K
$588K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47+ 0.28% |
$767 - $835
|
17.1K
$360K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 1.65% |
$180 - $195
|
677
$14.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-279- 2.51% |
$4.55K - $4.96K
|
10.9K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-293- 0.8% |
$4.78K - $5.2K
|
36.4K
$765K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-431- 3.04% |
$7.03K - $7.65K
|
13.8K
$290K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-523- 0.81% |
$8.54K - $9.29K
|
64K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-550- 3.96% |
$8.98K - $9.77K
|
13.3K
$280K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-709- 1.84% |
$11.6K - $12.6K
|
37.8K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-847- 7.28% |
$13.8K - $15K
|
10.8K
$227K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 1.47% |
$17.2K - $18.7K
|
70.3K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 10.9% |
$24.3K - $26.5K
|
12.2K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.69K- 3.82% |
$43.9K - $47.8K
|
67.8K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.92K- 9.02% |
$80.4K - $87.5K
|
49.6K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.41K- 3.7% |
$154K - $167K
|
245K
$5.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 9.53% |
$170K - $185K
|
98.8K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 13.04% |
$184K - $200K
|
75.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-14.5K- 6.03% |
$237K - $258K
|
227K
$4.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 6.05% |
$281K - $306K
|
268K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.4K- 6.46% |
$284K - $309K
|
252K
$5.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-200K- 56.68% |
$3.26M - $3.55M
|
153K
$3.21M
|