Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
57KNew |
$1.02M - $1.14M
|
57K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.3K+ 13.11% |
$756K - $842K
|
365K
$7.55M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 2.49% |
$657K - $732K
|
1.51M
$31.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 2.49% |
$657K - $732K
|
1.51M
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.8K+ 5.85% |
$605K - $674K
|
612K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.2KNew |
$344K - $383K
|
19.2K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.2KNew |
$255K - $283K
|
14.2K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
13KNew |
$233K - $259K
|
13K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.5KNew |
$206K - $229K
|
11.5K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.5KNew |
$205K - $228K
|
11.5K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3KNew |
$185K - $206K
|
10.3K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10KNew |
$179K - $200K
|
10K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.8K+ 3.93% |
$175K - $195K
|
259K
$5.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.58KNew |
$118K - $131K
|
6.58K
$136K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
5.3K+ 51.48% |
$94.8K - $106K
|
15.6K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
4.16K+ 0.79% |
$74.5K - $82.9K
|
530K
$11M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.93K+ 12.88% |
$70.3K - $78.3K
|
34.5K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.25K+ 19.83% |
$58.2K - $64.8K
|
19.7K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.64K+ 4.32% |
$47.3K - $52.6K
|
63.8K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.37K+ 8.94% |
$24.5K - $27.3K
|
16.7K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.12K+ 0.62% |
$19.9K - $22.2K
|
181K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
450New |
$8.05K - $8.96K
|
450
$9.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
402New |
$7.19K - $8.01K
|
402
$8.32K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
376+ 1.75% |
$6.73K - $7.49K
|
21.8K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
38+ 0.08% |
$680 - $757
|
47.3K
$980K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.16% |
$358 - $398
|
12.5K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.08% |
$268 - $299
|
17.7K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
14+ 0.08% |
$250 - $279
|
16.8K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$17.9 - $19.9
|
1.1K
$22.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18- 0.06% |
$322 - $359
|
28K
$579K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-199- 1.7% |
$3.56K - $3.96K
|
11.5K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-303- 0.87% |
$5.42K - $6.04K
|
34.6K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-336- 2.74% |
$6.01K - $6.69K
|
11.9K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-465- 4.44% |
$8.32K - $9.26K
|
10K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 0.64% |
$8.34K - $9.28K
|
71.9K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-697- 6.12% |
$12.5K - $13.9K
|
10.7K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 9.05% |
$19.4K - $21.6K
|
10.9K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 3.5% |
$19.5K - $21.7K
|
30.1K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.82K- 2.8% |
$32.5K - $36.2K
|
62.9K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.45K- 0.87% |
$43.8K - $48.7K
|
280K
$5.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.56K- 9.09% |
$45.8K - $51K
|
25.6K
$530K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 4.08% |
$51.5K - $57.3K
|
67.6K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.9K- 1.17% |
$52K - $57.8K
|
245K
$5.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.59K- 3.43% |
$82.2K - $91.5K
|
129K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.19K- 10.08% |
$92.9K - $103K
|
46.3K
$958K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.87K- 34.78% |
$141K - $157K
|
14.7K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.85K- 3.28% |
$158K - $176K
|
261K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.34K- 5.03% |
$167K - $186K
|
176K
$3.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 16.16% |
$211K - $235K
|
61.3K
$1.27M
|