Who owns First Trust Enhanced Equity Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FFA from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 71 institutions disclosed 6.5M shares of First Trust Enhanced Equity Income Fund worth $145.0M — about 32.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$145.0M
value, 2026 filers
32.4%
of shares outstanding (6.5M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FFA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.8M | $40.5M | 0.0% | 9.1% | +1.5% |
| 2 | ALKEME WEALTH, LLC | 584,911 | $13.1M | 5.0% | 2.9% | +1.0% |
| 3 | WELLS FARGO & COMPANY/MN | 457,317 | $10.2M | 0.0% | 2.3% | -12.9% |
| 4 | Invesco Ltd. | 439,588 | $9.8M | 0.0% | 2.2% | +3.9% |
| 5 | Shaker Financial Services, LLC | 328,741 | $7.4M | 2.3% | 1.6% | -1.8% |
| 6 | RAYMOND JAMES FINANCIAL INC | 291,345 | $6.5M | 0.0% | 1.5% | +8.0% |
| 7 | UBS Group AG | 263,111 | $5.9M | 0.0% | 1.3% | -0.5% |
| 8 | ROYAL BANK OF CANADA | 243,576 | $5.4M | 0.0% | 1.2% | -6.3% |
| 9 | LPL Financial LLC | 175,161 | $3.9M | 0.0% | 0.9% | +1.8% |
| 10 | North Star Investment Management Corp. | 171,184 | $3.8M | 0.2% | 0.9% | -4.1% |
| 11 | Smith Asset Management Co., LLC | 149,777 | $3.3M | 2.6% | 0.7% | -2.3% |
| 12 | Karpus Management, Inc. | 134,313 | $3.0M | 0.1% | 0.7% | -0.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 117,567 | $2.6M | 0.0% | 0.6% | +3.0% |
| 14 | TRUIST FINANCIAL CORP | 95,323 | $2.1M | 0.0% | 0.5% | +5.5% |
| 15 | GUGGENHEIM CAPITAL LLC | 90,264 | $2.0M | 0.0% | 0.5% | -29.4% |
| 16 | Creative Planning | 78,215 | $1.7M | 0.0% | 0.4% | -1.9% |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 74,570 | $1.7M | 0.0% | 0.4% | -31.7% |
| 18 | Integrated Wealth Concepts LLC | 70,723 | $1.6M | 0.0% | 0.4% | -3.7% |
| 19 | Advisors Asset Management, Inc. | 69,490 | $1.6M | 0.0% | 0.3% | +68.9% |
| 20 | PMG Family Office LLC | 58,460 | $1.3M | 1.2% | 0.3% | +1.1% |
| 21 | AMERIPRISE FINANCIAL INC | 54,896 | $1.2M | 0.0% | 0.3% | +4.5% |
| 22 | OSAIC HOLDINGS, INC. | 48,855 | $1.1M | 0.0% | 0.2% | -20.1% |
| 23 | Heritage Wealth Management, Inc.NEW | 48,756 | $1.1M | 0.3% | 0.2% | new |
| 24 | Waverly Advisors, LLC | 47,089 | $1.1M | 0.0% | 0.2% | -3.7% |
| 25 | D.A. DAVIDSON & CO. | 40,998 | $916,735 | 0.0% | 0.2% | +8.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.