← All Mutual Funds

FIRST TRUST ENHANCED EQUITY INCOME FUND

CIK: 0001291334 FFA Fixed Income
Report date: 2026-05-28
AUM $450M
Expense Ratio
Category Fixed Income
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

38 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 MRK Merck & Co., Inc Since 2026-07-07 58933Y105 Equity (Common)
1.63%
$7.34 61,000
2 LIN Linde PLC Since 2026-07-07 Equity (Common)
1.54%
$6.94 14,000
3 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
1.46%
$6.58 40,000
4 GLPI Gaming and Leisure Properties Inc Since 2026-07-07 36467J108 Equity (Common)
1.05%
$4.75 107,000
5 FCX Freeport-McMoRan Inc. Since 2026-07-07 35671D857 Equity (Common)
0.74%
$3.33 56,700
6 NVT NVent Electric PLC Since 2026-07-07 Equity (Common)
0.91%
$4.10 34,700
7 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
2.20%
$9.92 14,000
8 FDX FedEx Corporation Since 2026-07-07 31428X106 Equity (Common)
1.66%
$7.48 21,000
9 COST Costco Wholesale Corporation Since 2026-07-07 22160K105 Equity (Common)
1.28%
$5.78 5,800
10 LAMR Lamar Advertising Company Since 2026-07-07 512816109 Equity (Common)
0.84%
$3.80 30,000
11 HBAN Huntington Bancshares Incorporated Since 2026-07-07 446150104 Equity (Common)
1.36%
$6.10 390,000
12 LVS Las Vegas Sands Corp Since 2026-07-07 517834107 Equity (Common)
0.87%
$3.93 73,000
13 TTWO Take-Two Interactive Software Inc. Since 2026-07-07 874054109 Equity (Common)
0.94%
$4.25 21,500
14 PPL PPL Corporation Since 2026-07-07 69351T106 Equity (Common)
1.32%
$5.92 155,000
15 MDT Medtronic PLC Since 2026-07-07 Equity (Common)
0.77%
$3.47 40,000
16 PM Philip Morris International Inc. Since 2026-07-07 718172109 Equity (Common)
1.54%
$6.94 42,000
17 MRVL Marvell Technology Inc Since 2026-07-07 573874104 Equity (Common)
0.81%
$3.65 36,800
18 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556102 Equity (Common)
0.98%
$4.42 9,000
19 BKNG Booking Holdings Inc Since 2026-07-07 09857L108 Equity (Common)
0.75%
$3.37 800
20 JPM JPMorgan Chase & Co. Since 2026-07-07 46625H100 Equity (Common)
3.99%
$17.94 61,000
21 NFLX Netflix, Inc. Since 2026-07-07 64110L106 Equity (Common)
0.53%
$2.40 25,000
22 T AT&T Inc Since 2026-07-07 00206R102 Equity (Common)
0.97%
$4.35 150,000
23 GOOG Alphabet Inc. Since 2026-07-07 02079K107 Equity (Common)
6.37%
$28.69 100,000
24 ABBV AbbVie Inc. Since 2026-07-07 00287Y109 Equity (Common)
1.74%
$7.83 36,000
25 CRWD Crowdstrike Holdings Inc Since 2026-07-07 22788C105 Equity (Common)
0.98%
$4.41 11,300
26 AMZN Amazon.com, Inc. Since 2026-07-07 023135106 Equity (Common)
2.54%
$11.46 55,000
27 DKS Dick's Sporting Goods, Inc. Since 2026-07-07 253393102 Equity (Common)
0.93%
$4.16 21,000
28 VZ Verizon Communications Inc. Since 2026-07-07 92343V104 Equity (Common)
1.39%
$6.28 125,000
29 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
3.44%
$15.48 50,000
30 VRT Vertiv Holdings Co Since 2026-07-07 92537N108 Equity (Common)
1.06%
$4.76 19,000
31 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
1.12%
$5.04 8,800
32 AAPL Apple Inc. Since 2026-07-07 037833100 Equity (Common)
8.96%
$40.35 159,000
33 CSCO Cisco Systems, Inc. Since 2026-07-07 17275R102 Equity (Common)
1.72%
$7.76 100,000
34 MU Micron Technology Inc. Since 2026-07-07 595112103 Equity (Common)
1.05%
$4.73 14,000
35 AZO Autozone, Inc. Since 2026-07-07 053332102 Equity (Common)
0.83%
$3.72 1,100
36 OKTA Okta Inc. Since 2026-07-07 679295105 Equity (Common)
0.58%
$2.60 33,000
37 CHRW C.H. Robinson Worldwide Inc Since 2026-07-07 12541W209 Equity (Common)
0.74%
$3.32 20,000
38 ANET Arista Networks Inc Since 2026-07-07 040413205 Equity (Common)
0.59%
$2.64 21,500
Frequently Asked Questions — FIRST TRUST ENHANCED EQUITY INCOME FUND
What type of mutual fund is FIRST TRUST ENHANCED EQUITY INCOME FUND?
FIRST TRUST ENHANCED EQUITY INCOME FUND is a SEC-registered Fixed Income fund, with $450M in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, FIRST TRUST ENHANCED EQUITY INCOME FUND holds 38 portfolio positions, all detailed in the holdings table on this page.
What are FIRST TRUST ENHANCED EQUITY INCOME FUND's assets under management (AUM)?
FIRST TRUST ENHANCED EQUITY INCOME FUND has $450M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are FIRST TRUST ENHANCED EQUITY INCOME FUND's top holdings?
According to FIRST TRUST ENHANCED EQUITY INCOME FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Merck & Co., Inc, Linde PLC, Morgan Stanley , among others. The complete list of all 38 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is FIRST TRUST ENHANCED EQUITY INCOME FUND's expense ratio?
Expense ratio data for FIRST TRUST ENHANCED EQUITY INCOME FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find FIRST TRUST ENHANCED EQUITY INCOME FUND's SEC filings?
FIRST TRUST ENHANCED EQUITY INCOME FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001291334. You can access all of FIRST TRUST ENHANCED EQUITY INCOME FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001291334). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is FIRST TRUST ENHANCED EQUITY INCOME FUND's holdings data on StockSifting?
Holdings data for FIRST TRUST ENHANCED EQUITY INCOME FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.