Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
249KNew |
$4.95M - $5.27M
|
249K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.4KNew |
$1.6M - $1.7M
|
80.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
65.3K+ 22.32% |
$1.3M - $1.38M
|
358K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.3KNew |
$919K - $978K
|
46.3K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.7KNew |
$491K - $523K
|
24.7K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.1KNew |
$418K - $445K
|
21.1K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
17.8K+ 118.58% |
$353K - $376K
|
32.8K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.8K+ 4.97% |
$353K - $376K
|
375K
$7.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 2.91% |
$347K - $369K
|
619K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7K+ 126.8% |
$292K - $311K
|
26.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 0.71% |
$215K - $229K
|
1.53M
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.35K+ 14.97% |
$126K - $134K
|
48.7K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
5.32KNew |
$106K - $113K
|
5.32K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.17K+ 8.46% |
$103K - $109K
|
66.3K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.01K+ 672.08% |
$99.4K - $106K
|
5.75K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.77K+ 11.51% |
$94.7K - $101K
|
46.2K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.32K+ 2.96% |
$85.7K - $91.3K
|
150K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.91K+ 21.04% |
$77.6K - $82.7K
|
22.5K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.75K+ 5.85% |
$74.5K - $79.4K
|
67.9K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5K+ 20.5% |
$49.7K - $52.9K
|
14.7K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.01K+ 8.58% |
$39.9K - $42.5K
|
25.4K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 9.99% |
$28.2K - $30K
|
15.6K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.37K+ 6.42% |
$27.1K - $28.9K
|
22.7K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.16K+ 0.98% |
$23K - $24.5K
|
119K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 5.99% |
$22.3K - $23.8K
|
19.9K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
852+ 7.29% |
$16.9K - $18K
|
12.5K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
531+ 0.2% |
$10.5K - $11.2K
|
266K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
374New |
$7.43K - $7.91K
|
374
$7.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
372+ 1.67% |
$7.39K - $7.87K
|
22.6K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136+ 1.28% |
$2.7K - $2.88K
|
10.7K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
80+ 6.87% |
$1.59K - $1.69K
|
1.24K
$24.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
63+ 0.6% |
$1.25K - $1.33K
|
10.6K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 0.68% |
$1.99K - $2.12K
|
14.6K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-101- 0.7% |
$2.01K - $2.14K
|
14.4K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-479- 1.38% |
$9.51K - $10.1K
|
34.3K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-480- 3.83% |
$9.53K - $10.2K
|
12.1K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-625- 2.2% |
$12.4K - $13.2K
|
27.8K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-668- 2.88% |
$13.3K - $14.1K
|
22.5K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-672- 3.68% |
$13.3K - $14.2K
|
17.6K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-906- 0.17% |
$18K - $19.2K
|
529K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.4K- 11.75% |
$27.8K - $29.6K
|
10.5K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.47K- 2.01% |
$29.3K - $31.2K
|
71.8K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.21K- 37.18% |
$43.9K - $46.7K
|
3.73K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.4K- 14.27% |
$47.7K - $50.8K
|
14.4K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.54K- 0.9% |
$50.4K - $53.7K
|
281K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.58K- 42.13% |
$91K - $96.9K
|
6.29K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.89K- 13.7% |
$117K - $124K
|
37.1K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10.3K- 5.74% |
$205K - $219K
|
170K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-35.7K- 15.21% |
$708K - $754K
|
199K
$3.93M
|