FIRST TRUST ENHANCED EQUITY INCOME FUND
Institutional Ownership & Holdings Analysis
About
first-trust-enhanced-equity-income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | MORGAN STANLEY(2025-03-31) | $30.5M |
| 2 | WELLS FARGO & COMPANY/MN(2025-03-31) | $12.0M |
| 3 | Exeter Financial, LLC(2025-03-31) | $10.3M |
| 4 | Invesco Ltd.(2025-03-31) | $7.0M |
| 5 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $6.2M |
| 6 | UBS Group AG(2025-03-31) | $5.2M |
| 7 | ROYAL BANK OF CANADA(2025-03-31) | $5.1M |
| 8 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $4.8M |
| 9 | North Star Investment Management Corp.(2025-03-31) | $3.5M |
| 10 | Karpus Management, Inc.(2025-03-31) | $3.4M |
| 11 | Smith Asset Management Co., LLC(2025-03-31) | $3.2M |
| 12 | LPL Financial LLC(2025-03-31) | $3.0M |
| 13 | Integrated Wealth Concepts LLC(2025-03-31) | $2.8M |
| 14 | Advisors Asset Management, Inc.(2024-12-31) | $2.1M |
| 15 | Shaker Financial Services, LLC(2025-03-31) | $1.8M |
| 16 | Creative Planning(2025-03-31) | $1.5M |
| 17 | AMERIPRISE FINANCIAL INC(2025-03-31) | $1.4M |
| 18 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $1.3M |
| 19 | OSAIC HOLDINGS, INC.(2025-03-31) | $1.1M |
| 20 | Heritage Wealth Management, Inc.(2025-03-31) | $1.1M |
As of 2025-03-31
Value:$30.5M
As of 2025-03-31
Value:$12.0M
As of 2025-03-31
Value:$10.3M
As of 2025-03-31
Value:$7.0M
As of 2025-03-31
Value:$6.2M
As of 2025-03-31
Value:$5.2M
As of 2025-03-31
Value:$5.1M
As of 2025-03-31
Value:$4.8M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.2M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.8M
As of 2024-12-31
Value:$2.1M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.1M
Total Institutional Holders:70
Top 10 Holders Own:72.5%