FFA
BuyHot AirFLAGFirst Trust Enhanced Equity Income Fund · Financial Services · United States · $447M · Avg Vol: $494K/d
Hot Air: Rising on momentum alone: weak business, rich price.
Insufficient evidence for a screen-pass. First Trust Enhanced Equity Income Fund: fails the quant gate on quality, value (Q47/V43/M68; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT FIRST TRUST ENHANCED EQUITY INCOME FUND
Read
First Trust Enhanced Equity Income Fund is a closed-end management investment company that seeks to provide a high level of current income, with a secondary objective of capital appreciation. The fund invests primarily in a diversified portfolio of common stocks and sells covered call options on these holdings. Its strategy offers investors an income-focused approach to equity markets through option premium generation.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -68.1M | 66.8M | 76.1M | 81.3M | 10.3% | — |
| EPS | 4.35 | -3.43 | 3.31 | 3.79 | 4.04 | -1.8% | 4.78 |
| Shares | — | 20.0M | 20.0M | 20.0M | 20.0M | 0.0% | 20.0M |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 333.5M | 374.6M | 422.8M | 474.1M | 12.4% | — |
| Op CF | — | — | — | — | — | — | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | — | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FFA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FFA | First Trust Enhanced Equity Income Fund(you) | $447M | 68 | Buy |
| BGR | BlackRock Energy and Resources Trust | $437M | 67 | Buy |
| IGD | Voya Global Equity Dividend and Premium Opportunity Fund | $498M | 66 | Buy |
| ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | $499M | 70 | Buy |
| GLAD | Gladstone Capital Corporation | $434M | 73 | Buy |
| SOR | Source Capital | $369M | 66 | Buy |
| ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $455M | 61 | Hold |
| NMAI | Nuveen Multi-Asset Income Fund | $474M | 61 | Hold |
| NCV | Virtus Convertible & Income Fund | $374M | 72 | Buy |
| EMD | Western Asset Emerging Markets Debt Fund Inc. | $609M | 65 | Buy |
Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.