First Trust Enhan EqtyFFA
13F holders, Q1 2024 (March 31)55holders
$18.86avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings. The largest holders were Morgan Stanley ($27.9M), Wells Fargo & Company ($10.9M) and Alkeme Wealth, LLC ($9.7M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $777K |
| Exits | 4 | $453K |
Ownership 55 holders
| Morgan Stanley | 0.00% | Reduce -0.9% | 1,476,648 | $27.9M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 578,565 | $10.9M |
| Alkeme Wealth, LLC | 4.47% | Reduce -0.7% | 525,771 | $9.7M |
| Guggenheim Capital LLC | 0.04% | Add +10.6% | 322,260 | $6.1M |
| UBS Group AG | 0.00% | Add +1.9% | 282,365 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 269,955 | $5.1M |
| Invesco Ltd. | 0.00% | Reduce -8.9% | 249,018 | $4.7M |
| Karpus Management, Inc. | 0.14% | Reduce -0.9% | 247,516 | $4.7M |
| Raymond James & Associates | 0.00% | Add +3.5% | 223,246 | $4.2M |
| Shaker Financial Services, LLC | 1.54% | Add +10.0% | 210,193 | $4.0M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -19.3% | 185,513 | $3.5M |
| North Star Investment Management Corp. | 0.24% | Add +3.8% | 179,441 | $3.4M |
| LPL Financial LLC | 0.00% | Add +1.9% | 133,993 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.8% | 73,102 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.4% | 72,351 | $1.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.33% | Add +2.1% | 70,487 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 70,304 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +32.2% | 64,730 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 61,153 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 51,477 | $973K |
| 9258 Wealth Management, LLC | 0.14% | Add +0.1% | 47,292 | $894K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.4% | 34,862 | $659K |
| Opal Wealth Advisors, LLC | 0.20% | Reduce -3.3% | 31,184 | $589K |
| Truist Financial Corp. | 0.00% | Add +5.0% | 30,520 | $577K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 28,173 | $532K |
| Centurion Wealth Management LLC | 0.21% | No change | 27,992 | $529K |
| Spire Wealth Management | 0.01% | No change | 27,992 | $529K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 27,969 | $529K |
| Cwm, LLC | 0.00% | Add +1.1% | 22,615 | $427K |
| Aurora Private Wealth, Inc. | 0.35% | Add +39.3% | 21,464 | $406K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 17,721 | $335K |
| Comerica Bank | 0.00% | Add +1.6% | 16,815 | $318K |
| Bank of America Corp. | 0.00% | Add +30.3% | 16,411 | $310K |
| Raymond James Trust N.A. | 0.01% | No change | 15,307 | $289K |
| Koshinski Asset Management, Inc. | 0.03% | New | 14,194 | $268K |
| HighTower Advisors, LLC | 0.00% | Reduce -34.0% | 12,509 | $237K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 12,253 | $232K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 12,202 | $231K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 11,953 | $226K |
| Cetera Investment Advisers | 0.00% | New | 11,689 | $221K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.2% | 11,385 | $215K |
| Certified Advisory Corp | 0.03% | Add +0.6% | 10,478 | $198K |
| Buttonwood Financial Advisors Inc. | 0.09% | Reduce -9.6% | 10,458 | $198K |
| West Bancorporation Inc. | 0.13% | New | 10,296 | $195K |
| Harbour Investments, Inc. | 0.00% | New | 3,492 | $66K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,880 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $33K |
| Wolverine Asset Management LLC | 0.00% | New | 1,401 | $26K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +1.7% | 1,102 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 825 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +78.5% | 732 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.9% | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 218 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 52 | $983 |
"% 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.