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FFA

BUY

First Trust Enhanced Equity Income Fund · Financial Services · United States · $447M · Avg Vol: $584K/d

69
StockRank
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Q
46
V
47
M
69
P/E (TTM)
5.7x
ROE
18.0%
D/E
0.0x
Dividend %
6.5%

COMPANY DESCRIPTION

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)

Year20212022202320242025CAGRTTM
Revenue-68.1M66.8M76.1M81.3M10.3%
EPS4.35-3.433.313.794.04-1.8%4.04
Shares20.0M20.0M20.0M20.0M0.0%20.0M
Debt
Equity333.5M374.6M422.8M474.1M12.4%
Op CF
Inv CF
Fin CF
Loading 1Y...
PRICE (1Y)-0.4%
21.6921.9722.2422.5222.79Jun 18Jul 13Jul 31
SMA 50SMA 200
Close
$22.53
RSI (14)
49.7
52W High
$22.87
From 52W High
1.0%

SCORE BREAKDOWN

Quality
46
ROIC (ROA)
0.2%*16.0
ROE
18.0%81.9
GP/Assets
1.4%10.5
Op. Margin
20.6%39.7
FCF/Assets
N/A
Piotroski
277.0
Int. Cover
N/A
D/E Ratio
0.00x94.8
Current Ratio
4.91x78.3
Value
47
P/E (TTM)
5.7x89.9
EV/EBITDA
N/A
P/FCF
N/A
P/B
1.0x66.1
P/S
70.0x2.5
Div Yield
6.5%75.8
Momentum
69
52W High %
99%80.2
RS 6M
-2%53.8
SMA 50/200
1.05x59.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
112%85.8

FUNDAMENTALS

Market Cap
$447M
P/E (Forward)
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FFA are excluded.

TickerCompanyMkt CapStockRankSignal
FFAFirst Trust Enhanced Equity Income Fund(you)$447M69BUY
HPSJohn Hancock Preferred Income Fund III$458M63HOLD
NCVVirtus Convertible & Income Fund$374M71BUY
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund$492M64HOLD
EADWells Fargo Advantage Funds - Allspring Income Opportunities Fund$372M66BUY
HIOWestern Asset High Income Opportunity Fund Inc.$335M68BUY
NPFDNuveen Variable Rate Preferred & Income Fund$441M61HOLD
HPIJohn Hancock Preferred Income Fund$428M61HOLD
HPFJohn Hancock Preferred Income Fund II$341M64HOLD
IQIInvesco Quality Municipal Income Trust$526M62HOLD

Peer medians: ROE 9.6% · P/E 13.6x · Gross margin 100.0%

First Trust Enhanced Equity Income Fund (FFA): Stock Score Summary

First Trust Enhanced Equity Income Fund (FFA) has a MoatMap StockRank of 69/100 based on Quality (46/100), Value (47/100), and Momentum (69/100) factor scores. The current signal is BUY.

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.

Key Financial Metrics

Price$22.53
Market Cap$447M
P/E (TTM)5.66
Price/Book0.96
Return on Equity18.0%
Debt/Equity0.00x
Gross Margin100.0%
Operating Margin20.6%
Revenue Growth-5.1%
Dividend Yield6.5%

First Trust Enhanced Equity Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is First Trust Enhanced Equity Income Fund’s (FFA) StockRank?
MoatMap’s StockRank for First Trust Enhanced Equity Income Fund (FFA) is 69/100, with a Buy signal. It is a composite of Quality (46), Value (47), and Momentum (69) factor ranks across MoatMap’s 20,000+ stock universe.
Does First Trust Enhanced Equity Income Fund have an economic moat?
First Trust Enhanced Equity Income Fund (FFA) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is First Trust Enhanced Equity Income Fund a buy, hold, or sell?
MoatMap’s current signal for First Trust Enhanced Equity Income Fund (FFA) is Buy, based on a StockRank of 69/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is First Trust Enhanced Equity Income Fund in?
First Trust Enhanced Equity Income Fund (FFA) operates in the Financial Services sector, specifically the Asset Management industry (United States).