Latest Period
Q1 2026
CUSIP: 337318109
Latest Period
Q1 2026
Institutions Reporting
64
Shares (Excl. Options)
6,486,043
Price
$20.40
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Latest holder context comes from 64 institutions filings for Q1 2026.
Security key
337318109
Latest holder period
Q1 2026
13F holders
64
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 337318109:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| 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, 64 institutional investors reported holding 6,486,043 shares of FIRST TRUST ENHANCED EQUITY INCOME FUND - Common Stock (FFA). This represents 32% of the company’s total 20,016,035 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| 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 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 6,486,043 | $132,356,801 | -$324,329 | $20.40 | 64 |
| 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 |