WHEATON, IL
FIRST TRUST ENHANCED EQUITY INCOME FUNDFFA— Latest position per institution from SEC 13F filings
15
Institutional holders
5.96M
Total shares held
130.22M
Estimated value
297.90K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.78M
Value
36.37M
Filed
Mar 31, 2026
EXETER FINANCIAL, LLC
CIK 1752045
Shares
579.02K
Value
11.81M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
525.21K
Value
10.71M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
422.99K
Value
8.63M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
334.86K
Value
6.83M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
269.86K
Value
5.51M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
264.48K
Value
5.40M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
260.07K
Value
5.30M
Filed
Mar 31, 2026
NORTH STAR INVESTMENT MANAGEMENT CORP.
CIK 1342857
Shares
178.52K
Value
3.64M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
174.30K
Value
3.55M
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
172K
Value
3.51M
Filed
Mar 31, 2026
SMITH ASSET MANAGEMENT CO., LLC
CIK 2068217
Shares
153.24K
Value
3.13M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
134.93K
Value
2.75M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
127.89K
Value
2.61M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
114.11K
Value
2.33M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
109.22K
Value
2.23M
Filed
Mar 31, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
105.21K
Value
10.71M
Filed
Sep 30, 2024
TRUIST FINANCIAL CORP
CIK 92230
Shares
90.31K
Value
1.84M
Filed
Mar 31, 2026
CREATIVE PLANNING
CIK 1540235
Shares
79.73K
Value
1.63M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
79.23K
Value
1.74M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.78M | 36.37M | Mar 31, 2026 |
| 2 | EXETER FINANCIAL, LLC | 1752045 | 579.02K | 11.81M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 525.21K | 10.71M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 422.99K | 8.63M | Mar 31, 2026 |
| 5 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 334.86K | 6.83M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 269.86K | 5.51M | Mar 31, 2026 |
| 7 | UBS GROUP AG | 1610520 | 264.48K | 5.40M | Mar 31, 2026 |
| 8 | ROYAL BANK OF CANADA | 1000275 | 260.07K | 5.30M | Mar 31, 2026 |
| 9 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 1342857 | 178.52K | 3.64M | Mar 31, 2026 |
| 10 | RAYMOND JAMES & ASSOCIATES | 1084208 | 174.30K | 3.55M | Sep 30, 2024 |
| 11 | LPL FINANCIAL LLC | 1403438 | 172K | 3.51M | Mar 31, 2026 |
| 12 | SMITH ASSET MANAGEMENT CO., LLC | 2068217 | 153.24K | 3.13M | Mar 31, 2026 |
| 13 | KARPUS MANAGEMENT, INC. | 1048703 | 134.93K | 2.75M | Mar 31, 2026 |
| 14 | GUGGENHEIM CAPITAL LLC | 1283072 | 127.89K | 2.61M | Mar 31, 2026 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 114.11K | 2.33M | Mar 31, 2026 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 109.22K | 2.23M | Mar 31, 2026 |
| 17 | FOCUS PARTNERS WEALTH | 1542153 | 105.21K | 10.71M | Sep 30, 2024 |
| 18 | TRUIST FINANCIAL CORP | 92230 | 90.31K | 1.84M | Mar 31, 2026 |
| 19 | CREATIVE PLANNING | 1540235 | 79.73K | 1.63M | Mar 31, 2026 |
| 20 | CORNERSTONE ADVISORS, LLC | 1775446 | 79.23K | 1.74M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.