Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
272K+ 110.51% |
$3.98M - $4.97M
|
517K
$10.7M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
82.3K+ 310.25% |
$1.2M - $1.51M
|
109K
$2.25M
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
45.6K+ 9.81% |
$668K - $835K
|
510K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 23.27% |
$427K - $534K
|
155K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 5.11% |
$238K - $297K
|
334K
$6.92M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14KNew |
$205K - $256K
|
14K
$290K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$203K - $254K
|
13.9K
$287K
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
11.6KNew |
$170K - $213K
|
11.6K
$241K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$148K - $185K
|
10.1K
$210K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.89KNew |
$86.3K - $108K
|
5.89K
$122K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 3.33% |
$34.6K - $43.3K
|
73.3K
$1.52M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.29K+ 1.11% |
$33.6K - $42K
|
208K
$4.31M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.81K+ 11.88% |
$26.5K - $33.2K
|
17.1K
$353K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 3.67% |
$19.7K - $24.6K
|
38K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3KNew |
$19K - $23.7K
|
1.3K
$26.8K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25K+ 2.79% |
$18.3K - $22.9K
|
46.2K
$956K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 0.38% |
$15.8K - $19.8K
|
283K
$5.85M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$8.78K - $11K
|
600
$12.4K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
581New |
$8.51K - $10.6K
|
581
$12K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
236+ 4.24% |
$3.46K - $4.32K
|
5.8K
$120K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.54% |
$2.93K - $3.66K
|
37.4K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 1.96% |
$542 - $677
|
1.93K
$39.9K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 2.07% |
$293 - $366
|
987
$20.4K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-73- 0.71% |
$1.07K - $1.34K
|
10.3K
$212K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-236- 0.33% |
$3.46K - $4.32K
|
71.8K
$1.49M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 6.79% |
$18.2K - $22.7K
|
17K
$353K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.55K- 14.42% |
$22.7K - $28.4K
|
9.2K
$190K
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.69K- 11.07% |
$24.7K - $30.9K
|
13.5K
$280K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 11.95% |
$27.2K - $33.9K
|
13.7K
$283K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 5.73% |
$29.3K - $36.6K
|
32.9K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.33K- 16.37% |
$34.1K - $42.6K
|
11.9K
$246K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.11K- 5.05% |
$45.5K - $56.9K
|
58.5K
$1.21M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.87K- 3.99% |
$56.7K - $70.9K
|
93.2K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.45K- 1.39% |
$65.1K - $81.3K
|
315K
$6.52M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.3K- 4.09% |
$195K - $244K
|
312K
$6.46M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18K- 1.28% |
$263K - $329K
|
1.39M
$28.7M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 36.59% |
$282K - $352K
|
33.4K
$690K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.4K- 8.06% |
$358K - $447K
|
278K
$5.76M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-25.1K- 90.43% |
$367K - $459K
|
2.65K
$54.9K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.9K- 19.11% |
$759K - $949K
|
219K
$4.54M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-52.3K- 18.13% |
$766K - $957K
|
236K
$4.89M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-174K- 69.14% |
$2.55M - $3.19M
|
77.8K
$1.61M
|