Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
79.9K+ 307.15% |
$1.57M - $1.75M
|
106K
$2.19M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.9KNew |
$549K - $613K
|
27.9K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 10.28% |
$497K - $554K
|
271K
$5.61M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
15.9KNew |
$314K - $350K
|
15.9K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 1.12% |
$302K - $336K
|
1.38M
$28.6M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$301K - $336K
|
15.3K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 2383.19% |
$268K - $299K
|
14.2K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 3.17% |
$243K - $271K
|
402K
$8.33M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.9K+ 184.57% |
$214K - $239K
|
16.8K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.38K+ 2.43% |
$145K - $162K
|
311K
$6.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.6K+ 1.83% |
$110K - $123K
|
312K
$6.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.32K+ 13.63% |
$105K - $117K
|
44.4K
$918K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 14.4% |
$78.2K - $87.3K
|
31.6K
$654K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.82K+ 1.88% |
$75.1K - $83.8K
|
207K
$4.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 3.54% |
$68.1K - $76K
|
101K
$2.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.04K+ 4.48% |
$59.9K - $66.8K
|
71.1K
$1.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.14K+ 2.3% |
$42.1K - $46.9K
|
94.9K
$1.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 8.96% |
$35K - $39K
|
21.6K
$448K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.72K+ 15.41% |
$33.8K - $37.7K
|
12.9K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6KNew |
$31.5K - $35.1K
|
1.6K
$33.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.22KNew |
$23.9K - $26.7K
|
1.22K
$25.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 2.95% |
$22.9K - $25.5K
|
40.6K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 10.13% |
$21.4K - $23.9K
|
11.8K
$245K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.02KNew |
$20.1K - $22.4K
|
1.02K
$21.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1KNew |
$19.7K - $22K
|
1K
$20.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
690+ 1.29% |
$13.6K - $15.1K
|
54K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
676+ 2.17% |
$13.3K - $14.8K
|
31.8K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
150+ 0.24% |
$2.95K - $3.29K
|
63.9K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134+ 0.23% |
$2.64K - $2.94K
|
57.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
121New |
$2.38K - $2.66K
|
121
$2.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84+ 0.03% |
$1.65K - $1.84K
|
292K
$6.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 1.41% |
$256 - $285
|
934
$19.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$39.4 - $43.9
|
11.3K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 28.57% |
$3.94K - $4.39K
|
500
$10.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-204Closed |
$4.01K - $4.48K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-328Closed |
$6.46K - $7.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-400Closed |
$7.87K - $8.78K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-825- 7.45% |
$16.2K - $18.1K
|
10.3K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.32KClosed |
$26K - $29K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 9.4% |
$45.3K - $50.5K
|
22.2K
$459K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.32K- 12.94% |
$45.6K - $50.9K
|
15.6K
$323K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.16K- 2.6% |
$141K - $157K
|
268K
$5.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10KClosed |
$197K - $220K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-11K- 2.39% |
$217K - $242K
|
449K
$9.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.1KClosed |
$297K - $331K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-31.2K- 7.01% |
$613K - $684K
|
413K
$8.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-86.7K- 19.02% |
$1.71M - $1.9M
|
369K
$7.64M
|