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First Trust Enhanced Equity Income Fund

Institutional holders · 13F as of Dec 31, 2025

69 holders

HolderValueShares% of shares
Morgan Stanley$38.53M1,749,873—
Exeter Financial, LLC$12.64M574,226—
WELLS FARGO & COMPANY/MN$11.22M509,613—
Invesco Ltd.$9.14M415,134—
Shaker Financial Services, LLC$6.31M286,580—
UBS Group AG$6.08M276,052—
RAYMOND JAMES FINANCIAL INC$5.78M262,290—
Royal Bank of Canada$5.30M260,072—
LPL Financial LLC$3.92M175,161—
North Star Investment Management Corporation$3.64M178,517—
Smith Asset Management Co., LLC$3.38M153,668—
KARPUS MANAGEMENT, INC.$2.75M134,930—
GUGGENHEIM CAPITAL LLC$2.61M127,891—
Wolverine Asset Management, LLC$2.23M109,223—
ENVESTNET ASSET MANAGEMENT INC$1.80M81,599—
Creative Planning$1.76M79,773—
Cornerstone Advisors, LLC$1.74M79,226—
TRUIST FINANCIAL CORP$1.73M78,546—
Integrated Wealth Concepts LLC$1.54M70,141—
OSAIC HOLDINGS, INC.$1.36M61,789—
AMERIPRISE FINANCIAL INC$1.34M60,743—
PMG Family Office LLC$1.26M57,169—
Heritage Wealth Management, Inc.$1.11M50,242—
Waverly Advisors, LLC$1.01M45,692—
READYSTATE ASSET MANAGEMENT LP$844.1K38,335—
Advisors Asset Management, Inc.$839.1K41,132—
D.A. DAVIDSON & CO.$769.8K37,736—
Compound Planning, Inc.$687.4K31,217—
Steward Partners Investment Advisory, LLC$673.7K30,593—
&PARTNERS$672.7K32,978—
Centurion Wealth Management LLC$612.8K27,827—
COMMONWEALTH EQUITY SERVICES, LLC$566.4K25,720—
KESTRA PRIVATE WEALTH SERVICES, LLC$555.3K25,218—
Global Retirement Partners, LLC$535.5K24,318—
Opal Wealth Advisors, LLC$479.5K21,776—
BANK OF AMERICA CORP /DE$421.7K19,152—
Logan Stone Capital, LLC$413.2K18,767—
BENJAMIN EDWARDS INC$378.8K17,203—
Cetera Investment Advisers$340.1K15,445—
Koshinski Asset Management, Inc.$326.2K14,812—
COMERICA BANK$309.7K14,064—
Sanctuary Advisors, LLC$288.8K13,117—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$281.7K12,792—
WEST MICHIGAN ADVISORS, LLC$278.4K12,641—
BROWN BROTHERS HARRIMAN & CO$278.0K12,626—
NewEdge Advisors, LLC$267.1K12,130—
WEST BANCORPORATION INC$266.4K12,096—
TWO SIGMA INVESTMENTS, LP$234.2K11,482—
Kestra Advisory Services, LLC$228.1K10,357—
STIFEL FINANCIAL CORP$224.3K10,185—
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