Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
276KNew |
$4.01M - $4.61M
|
276K
$5.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
42.1K+ 8.14% |
$613K - $704K
|
559K
$11.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40.1KNew |
$583K - $670K
|
40.1K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.4K+ 2.19% |
$443K - $508K
|
1.42M
$29.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30K+ 9.53% |
$437K - $501K
|
345K
$7.14M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.8KNew |
$405K - $465K
|
27.8K
$576K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$216K - $248K
|
14.8K
$307K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
10.9K+ 2.14% |
$159K - $183K
|
521K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.96KNew |
$116K - $133K
|
7.96K
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.25K+ 5.74% |
$91K - $104K
|
115K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.53K+ 258.42% |
$80.4K - $92.4K
|
7.66K
$159K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 40.4% |
$80.4K - $92.4K
|
19.2K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.65K+ 10.95% |
$53.2K - $61.1K
|
37K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.5K+ 12.9% |
$21.8K - $25.1K
|
13.1K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16K+ 2.51% |
$16.9K - $19.4K
|
47.4K
$981K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.6K - $16.7K
|
1K
$20.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$11.6K - $13.4K
|
800
$16.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
570+ 4.11% |
$8.3K - $9.53K
|
14.4K
$299K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
550+ 4.13% |
$8.01K - $9.2K
|
13.9K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
544+ 3.19% |
$7.92K - $9.1K
|
17.6K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
497New |
$7.24K - $8.31K
|
497
$10.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
298+ 2.13% |
$4.34K - $4.98K
|
14.3K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
246+ 1.82% |
$3.58K - $4.11K
|
13.8K
$285K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
232New |
$3.38K - $3.88K
|
232
$4.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
185New |
$2.69K - $3.09K
|
185
$3.83K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
130New |
$1.89K - $2.17K
|
130
$2.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123+ 1.03% |
$1.79K - $2.06K
|
12K
$249K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$1.7K - $1.96K
|
117
$2.42K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
117New |
$1.7K - $1.96K
|
117
$2.42K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
54+ 2.04% |
$786 - $903
|
2.71K
$56K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 2.03% |
$291 - $334
|
1.01K
$20.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.02% |
$43.7 - $50.2
|
17.1K
$353K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-194- 1.89% |
$2.82K - $3.24K
|
10.1K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-619- 10.67% |
$9.01K - $10.3K
|
5.18K
$107K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 2.01% |
$10.9K - $12.5K
|
36.6K
$758K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 25.26% |
$15.9K - $18.3K
|
3.24K
$67K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 1.95% |
$20.8K - $23.8K
|
71.9K
$1.49M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.3K- 13.94% |
$33.5K - $38.5K
|
14.2K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 7.01% |
$38.8K - $44.5K
|
35.3K
$731K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.97K- 3.81% |
$43.2K - $49.6K
|
74.9K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 9.83% |
$47.1K - $54.1K
|
29.7K
$614K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 4.8% |
$50.1K - $57.6K
|
68.4K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.83K- 6.55% |
$55.8K - $64K
|
54.6K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.33K- 2.24% |
$92.1K - $106K
|
276K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.54K- 2.71% |
$110K - $126K
|
271K
$5.61M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7.72K- 3.71% |
$112K - $129K
|
201K
$4.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.36K- 2.5% |
$122K - $140K
|
326K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.1K- 6.41% |
$205K - $235K
|
205K
$4.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52.4K- 16.81% |
$763K - $877K
|
259K
$5.37M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-79.1K- 84.88% |
$1.15M - $1.32M
|
14.1K
$292K
|