Funds holding First Trust Enhanced Equity Income Fund
3 funds declare a position · 1 ETFs and 2 other funds · 5.8M $ · US3373181094
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 263,327 | 5.8M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 2 | Multi-Hedge Strategies Fund Rydex Variable Trust | 109 | 2.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 40 | 816 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
65 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,782,851 | 36.4M $ | as of Mar 31, 2026 |
| Exeter Financial, LLC | 579,022 | 11.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 525,213 | 10.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 422,987 | 8.6M $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 334,855 | 6.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 269,863 | 5.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 264,477 | 5.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 260,072 | 5.3M $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 178,517 | 3.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 172,002 | 3.5M $ | as of Mar 31, 2026 |
| Smith Asset Management Co., LLC | 153,242 | 3.1M $ | as of Mar 31, 2026 |
| Karpus Management, Inc. | 134,930 | 2.8M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 127,891 | 2.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 114,108 | 2.3M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 109,223 | 2.2M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 90,312 | 1.8M $ | as of Mar 31, 2026 |
| Creative Planning | 79,728 | 1.6M $ | as of Mar 31, 2026 |
| Clear Point Advisors Inc. | 26,385 | 1.6M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 73,429 | 1.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 61,154 | 1.2M $ | as of Mar 31, 2026 |
| PMG Family Office LLC | 57,847 | 1.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 52,517 | 1.1M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 48,892 | 997.4K $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 41,132 | 839.1K $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 37,736 | 769.8K $ | as of Mar 31, 2026 |