First Trust Enhanced Equity Income Fund

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First Trust Enhanced Equity Income Fund
TickerFFA
CIK #0001291334
CUSIP337318109
Sector -
Addressc/o First Trust Portfolios LP 120 East Liberty Drive, Suite 400, Wheaton, IL 60187
Source [EDGAR]
CIK Filing 2011 - 2026
[0001291334] 3
[0001291334] 4
[0001291334] 5
[0001291334] 8-K
[0001291334] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Karpus Management Inc First Trust Enhanced Equity Income Fund [2017-02-14] 40.0
Morgan Stanley First Trust Enhanced Equity Income Fund [2017-02-13] 5.2
Advisors Asset Management Inc First Trust Enhanced Equity Income Fund [2015-02-11] 7.199
Invesco Ltd First Trust Enhanced Equity Income Fund [2015-02-11] 5.0
Form 3/4/5 Filer 2011 - 2026
First Trust Enhanced Equity Income Fund
Driscoll Thomas J
Rick Edward IV
Powers Rebekah J
Chwazik Ludmila
Bowen James A
Maltbie Derek
Magee Michael Patrick
Molino Luann
Wright Bronwyn
Bilsky Jeffrey D
Schofield Peter M
Denise M Keefe
Dehler Kelly Catherine
Brown Kathleen Wieland
Friske Scott Michael
Hall R Scott
Kugler Douglas W
Bradley Mark R
Erickson Jon C
Carey Robert F
Urevig Katherine L
Swade Donald
Shannon Shane
Lynch Coleen D
Klassman Erin E
Gatta Rosanne
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Bowen James A
Common Shares
2024-12-16 Sell 4,003 $21.01 84,103
Denise M Keefe
Common Shares
2022-03-07 Buy 250 $19.50 4,875
Denise M Keefe
Common Shares
2022-03-04 Buy 500 $19.88 9,940
Kugler Douglas W
Common Shares
2020-02-28 Buy 1,350 $14.67 19,804
Bowen James A
Common Shares
2015-08-24 Buy 4,003 $12.94 51,799
Kugler Douglas W
Common Shares
2014-10-15 Buy 5,000 $13.07 65,350
13F Ownership Over TimeHoldersShares Held
2026-03-31 65 6,512,429
2025-12-31 69 6,504,338
2025-09-30 60 6,348,392
2025-06-30 60 6,483,851
2025-03-31 64 6,132,429
2024-12-31 66 6,179,436
2024-09-30 65 5,951,481
2024-06-30 63 5,881,476
2024-03-31 56 8,762,954
2023-12-31 55 7,271,434
2023-09-30 53 5,565,034
2023-06-30 55 5,616,739
Form 13F Holdings
Firm Period DFND Voting Shares
Alkeme Wealth LLC [2026-06-30] SOLE 0 584,911
Shaker Financial Services LLC [2026-06-30] SOLE 327,603 328,741
Smith Asset Management Co LLC [2026-06-30] SOLE 149,777 149,777
PMG Family Office LLC [2026-06-30] SOLE 0 58,460
Centurion Wealth Management LLC [2026-06-30] SOLE 0 27,827
Opal Wealth Advisors LLC [2026-06-30] SOLE 0 20,626
Mission Wealth Management LP [2026-06-30] SOLE 0 18,042
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1,600
Allied Private Wealth LLC [2026-06-30] SOLE 1,132 1,132
Beacon Investment Advisory Services Inc [2026-06-30] SOLE 900 900
Highline Wealth Partners LLC [2026-06-30] SOLE 133 133
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