First Trust Enhan EqtyFFA

13F holders, Q2 2026 (June 30)
72holders +7
8new positions
2sold out
$22.36avg. 13F price*

At the end of Q2 2026, 72 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 7 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($40.5M), Alkeme Wealth, LLC ($13.1M) and Wells Fargo & Company ($10.2M).

Company
First Trust Enhan Eqty Inc.
CUSIP
337318109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 62Q2 2024Q3 2024: 64Q3 2024Q4 2024: 65Q4 2024Q1 2025: 63Q1 2025Q2 2025: 59Q2 2025Q3 2025: 60Q3 2025Q4 2025: 69Q4 2025Q1 2026: 65Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$2.6M
Exits2$1.6M

All 13F filers, Q1 2026 → Q2 2026: 252,293 shares bought and 263,796 shares sold, net −11,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Morgan Stanley 0.00% Add +1.5% 1,809,892 $40.5M
Alkeme Wealth, LLC 5.00% Add +1.0% 584,911 $13.1M
Wells Fargo & Company 0.00% Reduce -12.9% 457,317 $10.2M
Invesco Ltd. 0.00% Add +3.9% 439,588 $9.8M
Shaker Financial Services, LLC 2.30% Reduce -1.8% 328,741 $7.4M
Raymond James Financial Inc. 0.00% Add +8.0% 291,345 $6.5M
UBS Group AG 0.00% Reduce -0.5% 263,111 $5.9M
Royal Bank of Canada 0.00% Reduce -6.3% 243,576 $5.4M
LPL Financial LLC 0.00% Add +1.8% 175,161 $3.9M
North Star Investment Management Corp. 0.21% Reduce -4.1% 171,184 $3.8M
Smith Asset Management Co., LLC 2.63% Reduce -2.3% 149,777 $3.3M
Karpus Management, Inc. 0.09% Reduce -0.5% 134,313 $3.0M
Envestnet Asset Management Inc. 0.00% Add +3.0% 117,567 $2.6M
Truist Financial Corp. 0.00% Add +5.5% 95,323 $2.1M
Guggenheim Capital LLC 0.01% Reduce -29.4% 90,264 $2.0M
Creative Planning 0.00% Reduce -1.9% 78,215 $1.7M
Wolverine Asset Management LLC 0.09% Reduce -31.7% 74,570 $1.7M
Integrated Wealth Concepts LLC 0.01% Reduce -3.7% 70,723 $1.6M
Advisors Asset Management, Inc. 0.02% Add +68.9% 69,490 $1.6M
PMG Family Office LLC 1.20% Add +1.1% 58,460 $1.3M
Ameriprise Financial Inc. 0.00% Add +4.5% 54,896 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -20.1% 48,855 $1.1M
Heritage Wealth Management, Inc. 0.27% New 48,756 $1.1M
Waverly Advisors, LLC 0.01% Reduce -3.7% 47,089 $1.1M
D.A. Davidson & Co. 0.01% Add +8.6% 40,998 $917K
&partners 0.00% Add +6.3% 35,041 $784K
Global Retirement Partners, LLC 0.01% — 32,919 $736K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.3% 30,046 $672K
Centurion Wealth Management LLC 0.15% No change 27,827 $622K
Aurora Private Wealth, Inc. 0.36% Add +3.7% 25,128 $562K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 24,925 $557K
Bank of America Corp. 0.00% Add +5.6% 21,458 $480K
Opal Wealth Advisors, LLC 0.10% Reduce -2.3% 20,626 $461K
Commonwealth Equity Services, LLC 0.00% Reduce -19.6% 20,386 $456K
Janney Montgomery Scott LLC 0.00% Add +1.7% 19,643 $439K
Mission Wealth Management, LP 0.01% New 18,042 $403K
Cetera Investment Advisers 0.00% Add +15.2% 17,959 $402K
Benjamin Edwards Inc. 0.00% Reduce -1.3% 17,036 $381K
Logan Stone Capital, LLC 0.08% Add +1.2% 16,899 $378K
Koshinski Asset Management, Inc. 0.02% No change 14,812 $331K
Fifth Third Bancorp 0.00% Add +0.1% 14,097 $315K
Kestra Advisory Services, LLC 0.00% Add +4.6% 14,061 $314K
Sanctuary Advisors, LLC 0.00% No change 13,117 $293K
International Assets Investment Management, LLC 0.02% Add +0.1% 12,832 $286K
Miller Financial Services LLC 0.23% New 12,635 $283K
Brown Brothers Harriman & Co. 0.00% No change 12,626 $282K
West Michigan Advisors, LLC 0.05% Reduce -4.4% 12,106 $271K
Proactive Wealth Strategies LLC 0.04% Add +1.8% 11,802 $264K
Two Sigma Investments, LP 0.00% No change 11,482 $257K
CIBC Asset Management Inc 0.00% No change 10,260 $229K
NewEdge Advisors, LLC 0.00% Reduce -16.5% 10,130 $227K
Stifel Financial Corp. 0.00% New 10,010 $224K
Readystate Asset Management LP 0.01% Reduce -40.3% 9,901 $221K
XTX Topco Ltd 0.00% New 9,792 $219K
Keystone Financial Group 0.01% New 9,374 $210K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 8,905 $199K
Institute for Wealth Management, LLC. 0.02% New 8,754 $196K
PNC Financial Services Group, Inc. 0.00% No change 8,034 $180K
Axiom Investment Management LLC 0.10% Add +11.1% 6,438 $144K
Blue Bell Private Wealth Management, LLC 0.02% Add +373.3% 6,394 $143K
Harbour Investments, Inc. 0.00% No change 4,456 $100K
Steward Partners Investment Advisory, LLC 0.00% Reduce -86.9% 4,000 $89K
Farther Finance Advisors, LLC 0.00% No change 1,600 $36K
Allied Private Wealth LLC 0.02% — 1,132 $26K
Jones Financial Companies LLLP 0.00% Add +22.4% 1,175 $25K
CENTRAL TRUST Co 0.00% No change 1,000 $22K
Beacon Investment Advisory Services, Inc. 0.00% No change 900 $20K
AdvisorNet Financial, Inc 0.00% Add +1.8% 668 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 402 $9K
JPMorgan Chase & Co. 0.00% No change 300 $7K
Key Financial Inc 0.00% No change 218 $5K
Highline Wealth Partners LLC 0.00% New 133 $3K

"% of holder's portfolio" is FFA's weight in each manager's 13F, not the share of First Trust Enhan Eqty Inc. the manager owns.