Who Owns First Enhanced Equity Income Fund Stock?
NYSE: FFAFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 32.77%
- Held by insiders
- 0.00%
- Institutional holders
- 78
- Institutions 32.8%
- Insiders 0.0%
- Public and other 67.2%
Who owns First Enhanced Equity Income Fund stock?
Institutional investors own about 32.8% of First Enhanced Equity Income Fund's shares, spread across 78 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of FFA.
The largest institutional holders are Morgan Stanley (9.05%), Alkeme Wealth, LLC (2.93%) and Wells Fargo & Company (2.29%). Together, the top 10 institutions control 23.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their FFA positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FFA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.81M | 9.05% | +1.5% |
| Alkeme Wealth, LLC | 585.97K | 2.93% | +0.2% |
| Wells Fargo & Company | 457.32K | 2.29% | -12.9% |
| Invesco Ltd. | 439.59K | 2.20% | +3.9% |
| Shaker Financial Services, LLC | 328.74K | 1.64% | -1.8% |
| Raymond James Financial, Inc. | 291.35K | 1.46% | +8.0% |
| UBS Group AG | 263.11K | 1.32% | -0.5% |
| Royal Bank of Canada | 243.58K | 1.22% | -6.3% |
| LPL Financial LLC | 175.16K | 0.88% | +1.8% |
| Smith Asset Management Co., LLC | 149.78K | 0.75% | -2.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FFA
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 265.52K | 1.33% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 223 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 79 | 0.00% |
Frequently asked questions
Who is the largest shareholder of First Enhanced Equity Income Fund?
Morgan Stanley is the largest institutional shareholder of FFA, owning 9.05% of shares outstanding (1.81M shares) as of its latest 13F filing.
What percentage of First Enhanced Equity Income Fund is owned by institutions?
Institutions own about 32.8% of FFA shares and 32.8% of the public float.
How much of First Enhanced Equity Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of FFA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.