Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
207K+ 1934.52% |
$3.85M - $4.23M
|
217K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.7K+ 13.03% |
$628K - $689K
|
293K
$6.15M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$320K - $351K
|
17.2K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 12.57% |
$303K - $333K
|
146K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2KNew |
$227K - $249K
|
12.2K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.9KNew |
$222K - $244K
|
11.9K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.6KNew |
$216K - $237K
|
11.6K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.32K+ 0.62% |
$174K - $191K
|
1.52M
$32M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.24K+ 62.89% |
$135K - $148K
|
18.7K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.96K+ 20.2% |
$130K - $142K
|
41.4K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 8.1% |
$102K - $112K
|
73.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.58K+ 1.75% |
$85.2K - $93.6K
|
266K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.81K+ 1.36% |
$71.1K - $78K
|
284K
$5.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.07K+ 10.76% |
$38.5K - $42.3K
|
21.3K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.97K+ 15.16% |
$36.8K - $40.3K
|
15K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.68K+ 16.73% |
$31.2K - $34.3K
|
11.7K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.42K+ 1.98% |
$26.5K - $29.1K
|
73.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$21.7K - $23.8K
|
1.16K
$24.5K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.03K+ 6.57% |
$19.1K - $21K
|
16.6K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
874+ 2.08% |
$16.3K - $17.9K
|
43K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
839+ 4.73% |
$15.6K - $17.2K
|
18.6K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
750+ 4.5% |
$14K - $15.3K
|
17.4K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
573+ 5.72% |
$10.7K - $11.7K
|
10.6K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
536New |
$9.99K - $11K
|
536
$11.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
460+ 1.64% |
$8.57K - $9.41K
|
28.5K
$599K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
376+ 0.59% |
$7K - $7.69K
|
64.2K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
373+ 1.71% |
$6.95K - $7.63K
|
22.2K
$467K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
254+ 1.78% |
$4.73K - $5.19K
|
14.5K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
245+ 0.71% |
$4.56K - $5.01K
|
34.8K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.08% |
$689 - $757
|
47.4K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.16% |
$373 - $409
|
12.5K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
14+ 0.08% |
$261 - $286
|
16.8K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 1.78% |
$242 - $266
|
745
$15.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-376- 0.21% |
$7K - $7.69K
|
180K
$3.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-637- 9.69% |
$11.9K - $13K
|
5.94K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-904- 7.87% |
$16.8K - $18.5K
|
10.6K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.03K- 1.67% |
$19.1K - $21K
|
60.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42K- 7.22% |
$26.5K - $29K
|
18.2K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.83K- 2.92% |
$34.2K - $37.5K
|
61.1K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.22K- 8.67% |
$41.4K - $45.4K
|
23.4K
$492K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.89K- 8.41% |
$72.5K - $79.6K
|
42.4K
$892K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6.9K- 22.94% |
$129K - $141K
|
23.2K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.2K- 1.97% |
$134K - $147K
|
357K
$7.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10.2K- 4.18% |
$190K - $209K
|
234K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.1K- 1.82% |
$208K - $228K
|
601K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.3K- 10.43% |
$378K - $415K
|
174K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-31.2K- 17.73% |
$582K - $639K
|
145K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-41.7K- 26.11% |
$777K - $852K
|
118K
$2.48M
|