Security Snapshot

FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA) Institutional Ownership

CUSIP: 337318109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

62

Shares (Excl. Options)

6,468,118

Price

$20.40

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Type / Class
Equity / Common Stock
Symbol
FFA on NYSE
Shares outstanding
20,016,035
Price per share
$20.40
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
6,468,118
Total reported value
$131,991,101
% of total 13F portfolios
0%
Share change
-342
Value change
-$324,329
Number of holders
62
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FFA - FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock is tracked under CUSIP 337318109.
  • 62 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 69 to 62 between Q4 2025 and Q1 2026.
  • Reported value moved from $143,548,822 to $131,991,101.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 62 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 337318109?
CUSIP 337318109 identifies FFA - FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 8.5% $34,843,914 1,701,363 Morgan Stanley 30 Jun 2025

As of 31 Mar 2026, 62 institutional investors reported holding 6,468,118 shares of FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA). This represents 32% of the company’s total 20,016,035 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA) together control 30% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 8.9% 1,782,850 +1.9% 0% $36,370,140
Exeter Financial, LLC 2.9% 579,022 +0.84% 4.8% $11,812,044
WELLS FARGO & COMPANY/MN 2.6% 525,213 +3.1% 0% $10,714,337
Invesco Ltd. 2.1% 422,987 +1.9% 0% $8,628,935
Shaker Financial Services, LLC 1.7% 334,855 +17% 2.4% $6,831,042
RAYMOND JAMES FINANCIAL INC 1.3% 269,863 +2.9% 0% $5,505,203
UBS Group AG 1.3% 264,477 -4.2% 0% $5,395,331
ROYAL BANK OF CANADA 1.3% 260,072 +6.2% 0% $5,305,000
North Star Investment Management Corp. 0.89% 178,517 -3.3% 0.22% $3,641,751
LPL Financial LLC 0.86% 172,002 -2.3% 0% $3,508,838
Smith Asset Management Co., LLC 0.77% 153,242 -0.28% 2.7% $3,126,144
Karpus Management, Inc. 0.67% 134,930 -5.1% 0.09% $2,752,572
GUGGENHEIM CAPITAL LLC 0.64% 127,891 -28% 0.02% $2,608,977
ENVESTNET ASSET MANAGEMENT INC 0.57% 114,108 +40% 0% $2,327,807
WOLVERINE ASSET MANAGEMENT LLC 0.55% 109,223 +75% 0.03% $2,228,149
TRUIST FINANCIAL CORP 0.45% 90,312 +15% 0% $1,842,360
Creative Planning 0.4% 79,728 -0.06% 0% $1,626,452
Integrated Wealth Concepts LLC 0.37% 73,429 +4.7% 0.01% $1,497,959
OSAIC HOLDINGS, INC. 0.31% 61,154 -1% 0% $1,247,639
PMG Family Office LLC 0.29% 57,847 +1.2% 1.3% $1,180,079
AMERIPRISE FINANCIAL INC 0.26% 52,517 -14% 0% $1,071,349
Waverly Advisors, LLC 0.24% 48,892 +7% 0.01% $997,396
Advisors Asset Management, Inc. 0.21% 41,132 0.01% $839,093
D.A. DAVIDSON & CO. 0.19% 37,736 -7% 0% $769,832
&PARTNERS 0.16% 32,978 -2.7% 0% $672,749

Institutional Holders of FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,468,118 $131,991,101 -$324,329 $20.40 62
2025 Q4 6,518,972 $143,548,822 +$3,487,882 $22.02 69
2025 Q3 6,350,958 $136,647,312 +$1,763,282 $21.52 60
2025 Q2 6,223,958 $127,467,036 +$1,839,510 $20.48 58
2025 Q1 6,135,295 $118,577,084 -$918,776 $19.32 62
2024 Q4 6,194,070 $128,268,837 +$5,710,771 $20.71 65
2024 Q3 5,860,185 $119,201,878 -$1,058,108 $20.34 62
2024 Q2 5,907,816 $117,657,516 +$405,365 $19.92 62
2024 Q1 5,844,192 $110,219,687 +$626,108 $18.90 55
2023 Q4 5,812,088 $105,996,319 +$3,215,244 $18.27 54
2023 Q3 5,635,136 $97,314,318 +$215,437 $17.27 54
2023 Q2 5,622,195 $98,559,188 -$1,101,820 $17.53 55
2023 Q1 5,689,029 $94,054,656 -$2,384,449 $16.52 61
2022 Q4 5,842,329 $92,075,055 +$2,387,309 $15.76 60
2022 Q3 5,672,176 $83,333,568 +$461,523 $14.69 55
2022 Q2 5,649,130 $92,338,022 -$487,464 $16.34 53
2022 Q1 5,658,561 $114,581,441 -$2,182,561 $20.25 53
2021 Q4 5,750,397 $122,232,066 +$1,917,359 $21.29 56
2021 Q3 5,637,546 $111,063,359 -$1,138,964 $19.70 51
2021 Q2 5,699,612 $115,977,766 -$4,720,902 $20.32 52
2021 Q1 5,936,099 $110,981,217 -$2,008,933 $18.70 52
2020 Q4 5,989,429 $105,609,487 +$411,777 $17.62 45
2020 Q3 5,893,930 $89,174,898 +$1,353,845 $15.14 46
2020 Q2 5,841,506 $84,992,004 +$9,460,967 $14.55 43
2020 Q1 5,143,470 $64,771,741 -$8,622,309 $12.58 37
2019 Q4 5,566,797 $96,048,458 -$588,076 $17.25 44
2019 Q3 5,581,740 $88,359,218 +$529,147 $15.83 43
2019 Q2 5,543,374 $88,631,949 +$2,312,294 $15.99 39
2019 Q1 5,422,090 $81,495,562 -$4,934,716 $15.03 43
2018 Q4 5,843,745 $75,503,544 -$1,035,616 $12.92 46
2018 Q3 5,821,807 $93,147,120 +$1,450,719 $16.00 51
2018 Q2 5,732,775 $90,218,682 -$1,169,753 $15.74 49
2018 Q1 5,820,897 $86,521,124 +$2,105,543 $14.77 49
2017 Q4 5,704,489 $92,352,363 -$6,467,705 $16.19 48
2017 Q3 5,775,053 $86,978,011 -$2,372,608 $15.05 47
2017 Q2 5,866,429 $85,941,246 -$2,631,270 $14.65 49
2017 Q1 6,174,778 $89,174,795 +$707,459 $14.44 45
2016 Q4 6,134,687 $82,881,368 +$742,820 $13.51 50
2016 Q3 6,066,950 $81,060,000 -$2,582,731 $13.36 41
2016 Q2 6,280,025 $82,378,510 -$435,389 $13.12 47
2016 Q1 6,261,218 $79,759,976 +$6,473,920 $12.74 49
2015 Q4 5,746,398 $75,825,178 +$8,583,485 $13.20 51
2015 Q3 5,111,248 $63,510,615 +$4,671,562 $12.42 39
2015 Q2 4,718,029 $67,747,136 -$1,392,646 $14.36 31
2015 Q1 4,814,660 $69,001,241 -$2,657,867 $14.40 34
2014 Q4 4,978,328 $71,386,081 +$4,504,215 $14.34 35
2014 Q3 4,637,840 $66,271,554 +$1,336,631 $14.29 32
2014 Q2 4,553,390 $65,686,248 +$4,819,225 $14.46 32
2014 Q1 4,286,617 $57,020,912 +$548,553 $13.34 40
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