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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FFA on NYSE
Shares outstanding
20,016,035
Price per share
$22.02
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,350,958
Total reported value
$136,621,420
% of total 13F portfolios
0%
Share change
+81,458
Value change
+$1,763,282
Number of holders
60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, 60 institutional investors reported holding 6,350,958 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 29% 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 8.6% 1,716,224 +0.84% 0% $36,933,151
Exeter Financial, LLC 2.8% 558,389 +0.15% 5.2% $12,016,527
WELLS FARGO & COMPANY/MN 2.5% 504,451 -0.74% 0% $10,855,795
Invesco Ltd. 1.9% 381,976 +2% 0% $8,220,124
UBS Group AG 1.4% 272,496 -1.5% 0% $5,864,114
RAYMOND JAMES FINANCIAL INC 1.3% 258,979 +2.3% 0% $5,573,237
ROYAL BANK OF CANADA 1.2% 249,593 -3.8% 0% $5,371,000
Shaker Financial Services, LLC 1.2% 245,347 +36% 1.8% $5,279,868
GUGGENHEIM CAPITAL LLC 1% 200,643 -18% 0.03% $4,317,837
North Star Investment Management Corp. 0.9% 180,173 +1.9% 0.25% $3,877,316
LPL Financial LLC 0.87% 173,220 +15% 0% $3,727,688
Smith Asset Management Co., LLC 0.79% 158,566 -2.2% 2.9% $3,412,368
Karpus Management, Inc. 0.74% 148,042 -7.7% 0.1% $3,185,864
Cornerstone Advisors, LLC 0.55% 109,965 +28% 0.08% $2,366,447
WOLVERINE ASSET MANAGEMENT LLC 0.47% 94,167 +0.84% 0.03% $2,026,473
ENVESTNET ASSET MANAGEMENT INC 0.44% 87,270 +9.5% 0% $1,878,043
Creative Planning 0.4% 79,395 +2.5% 0% $1,708,582
Integrated Wealth Concepts LLC 0.39% 78,316 -0.72% 0.02% $1,685,353
AMERIPRISE FINANCIAL INC 0.32% 64,401 -9% 0% $1,385,908
TRUIST FINANCIAL CORP 0.31% 61,223 +17% 0% $1,317,522
OSAIC HOLDINGS, INC. 0.3% 60,643 +0.99% 0% $1,289,886
PMG Family Office LLC 0.29% 57,164 0% 1.4% $1,230,169
Heritage Wealth Management, Inc. 0.26% 51,042 0% 0.32% $1,098,424
Waverly Advisors, LLC 0.23% 45,650 -0.85% 0.01% $982,391
Steward Partners Investment Advisory, LLC 0.16% 31,110 +2.2% 0% $669,491

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
2025 Q4 584,390 $12,868,272 +$343,997 $22.02 2
2025 Q3 6,350,958 $136,621,420 +$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