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FIRST TRUST ENHANCED EQUITY INCOME FUND
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Last updated Oct 19, 2026.
Overview
Leadership
Who has led FIRST TRUST ENHANCED EQUITY INCOME FUND, and when. Pick a name to see everywhere that person has worked.
President
- PresidentMark R. Bradley Jan 8, 2016 to Jan 8, 20163
Board members and other officers (14)
- Assistant SecretaryShane Shannon Mar 26, 2014 to Jun 18, 20144
- Vice PresidentRobert F. Carey Jun 18, 2014 to Jun 18, 20145
- Assistant TreasurerDonald Swade Sep 18, 2012 to Jun 18, 20146
- Assistant TreasurerKatherine L. Urevig Sep 18, 2012 to Jun 18, 20147
- Assistant SecretaryRosanne Gatta Mar 28, 2011 to Jun 18, 20148
- Assistant SecretaryErin E. Chapman Jun 8, 2009 to Jun 18, 20149
- Assistant Vice PresidentColeen D. Lynch Aug 6, 2008 to Jun 18, 201410
- Assistant Vice PresidentChristopher R. Fallow Dec 11, 2006 to Dec 11, 200611
- Vice PresidentKelley Christensen Dec 11, 2006 to Dec 11, 200612
- Board memberBronwyn Wright Sep 12, 2023 to Sep 12, 202313
- Board memberM. Keefe Denise Nov 5, 2021 to Mar 8, 202214
- Board memberJames A. Bowen Aug 25, 2015 to now15
- Board memberThomas R. Kadlec Feb 22, 2006 to Feb 22, 200616
- Board memberRobert F. Keith Jun 26, 2006 to Jun 26, 200617
Former names
- First Trust/Fiduciary Asset Management Covered Call FundMay 28, 2004 to Sep 25, 20072
Filings
75 filings to the SEC since October 2021: 6 major events, 17 insider forms, 4 large holders, 48 other. The latest 20:
- Sep 3, 2026N-CSRS SEMI-ANNUAL REPORT EDGAR
- Aug 21, 2026NPORT-P EDGAR
- Aug 14, 2026N-PX EDGAR
- May 28, 2026NPORT-P EDGAR
- May 11, 2026NPORT-P/A EDGAR
- Mar 11, 2026N-CSR ANNUAL REPORT EDGAR
- Mar 11, 2026N-CEN EDGAR
- Feb 23, 2026NPORT-P EDGAR
- Jan 6, 20263 OWNERSHIP DOCUMENT EDGAR
- Nov 24, 2025NPORT-P EDGAR
- Oct 7, 20253 OWNERSHIP DOCUMENT EDGAR
- Sep 23, 20255 OWNERSHIP DOCUMENT EDGAR
- Sep 9, 20255 OWNERSHIP DOCUMENT EDGAR
- Sep 8, 2025N-CSRS SEMI-ANNUAL REPORT EDGAR
- Aug 26, 2025NPORT-P EDGAR
- Aug 18, 2025N-PX EDGAR
- Aug 5, 2025SCHEDULE 13G/A EDGAR
- May 29, 2025CORRESP EDGAR
- May 27, 2025NPORT-P EDGAR
- Mar 11, 20253 OWNERSHIP DOCUMENT EDGAR
The 75 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
3 open-market trades by officers, directors and large owners since October 2021: 2 buys and 1 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Dec 16, 2024 | BOWEN JAMES ADirector | Sale | 4,003 | $21.01 | $84.1K | Form 4 |
| Mar 7, 2022 | DENISE M KEEFEDirector | Buy | 250 | $19.50 | $4.9K | Form 4 |
| Mar 4, 2022 | DENISE M KEEFEDirector | Buy | 500 | $19.88 | $9.9K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Morgan StanleySCHEDULE 13G/A, 4 filings Feb 9, 2022 to Aug 5, 202518
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 71. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 1,809,892 | $40.5M | 0.0% | +27,041 |
| Alkeme Wealth, LLC | 584,911 | $13.1M | 5.0% | +5,889 |
| Wells Fargo & Company/mn | 457,317 | $10.2M | 0.0% | −67,896 |
| Invesco Ltd. | 439,588 | $9.8M | 0.0% | +16,601 |
| Shaker Financial Services, LLC | 328,741 | $7.4M | 2.3% | −6,114 |
| Raymond James Financial Inc | 291,345 | $6.5M | 0.0% | +21,482 |
| UBS Group AG | 263,111 | $5.9M | 0.0% | −1,366 |
| Royal Bank Of Canada | 243,576 | $5.4M | 0.0% | −16,496 |
| LPL Financial LLC | 175,161 | $3.9M | 0.0% | +3,159 |
| North Star Investment Management Corp. | 171,184 | $3.8M | 0.2% | −7,333 |
| Smith Asset Management Co., LLC | 149,777 | $3.3M | 2.6% | −3,465 |
| Karpus Management, Inc. | 134,313 | $3.0M | 0.1% | −617 |
| Envestnet Asset Management Inc | 117,567 | $2.6M | 0.0% | +3,459 |
| Truist Financial Corp | 95,323 | $2.1M | 0.0% | +5,011 |
| Guggenheim Capital LLC | 90,264 | $2.0M | 0.0% | −37,627 |
| Creative Planning | 78,215 | $1.7M | 0.0% | −1,513 |
| Integrated Wealth Concepts LLC | 75,194 | $1.7M | 0.0% | +1,765 |
| Wolverine Asset Management LLC | 74,570 | $1.7M | 0.1% | −34,653 |
| Advisors Asset Management, Inc. | 69,490 | $1.6M | 0.0% | +28,358 |
| PMG Family Office LLC | 58,460 | $1.3M | 1.2% | +613 |
| Ameriprise Financial Inc | 54,896 | $1.2M | 0.0% | +2,379 |
| Osaic Holdings, Inc. | 48,855 | $1.1M | 0.0% | −12,299 |
| Heritage Wealth Management, Inc. | 48,756 | $1.1M | 0.3% | New |
| Waverly Advisors, LLC | 47,089 | $1.1M | 0.0% | −1,803 |
| D.a. Davidson & Co. | 40,998 | $916.7K | 0.0% | +3,262 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3SEC EDGARMark R. Bradley, President
- 4SEC EDGARShane Shannon, Assistant Secretary
- 5SEC EDGARRobert F. Carey, Vice President
- 6SEC EDGARDonald Swade, Assistant Treasurer
- 7
- 8SEC EDGARRosanne Gatta, Assistant Secretary
- 9SEC EDGARErin E. Chapman, Assistant Secretary
- 10
- 11
- 12SEC EDGARKelley Christensen, Vice President
- 13SEC EDGARBronwyn Wright, Board member
- 14SEC EDGARM. Keefe Denise, Board member
- 15SEC EDGARJames A. Bowen, Board member
- 16SEC EDGARThomas R. Kadlec, Board member
- 17SEC EDGARRobert F. Keith, Board member
- 18