First Trust Enhan EqtyFFA
13F holders, Q2 2024 (June 30)62holders +7
10new positions
5sold out
$19.92avg. 13F price*
At the end of Q2 2024, 62 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 7 from Q1 2024. 10 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($30.1M), Wells Fargo & Company ($12.2M) and Alkeme Wealth, LLC ($10.6M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.9M |
| Exits | 5 | $985K |
All 13F filers, Q1 2024 → Q2 2024: 242,085 shares bought and 224,396 shares sold, net +17,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Morgan Stanley | 0.00% | Add +2.5% | 1,513,387 | $30.1M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 612,408 | $12.2M |
| Alkeme Wealth, LLC | 5.03% | Add +0.8% | 529,933 | $10.6M |
| Guggenheim Capital LLC | 0.05% | Add +13.1% | 364,512 | $7.3M |
| UBS Group AG | 0.00% | Reduce -0.9% | 279,919 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 261,104 | $5.2M |
| Invesco Ltd. | 0.00% | Add +3.9% | 258,815 | $5.2M |
| Karpus Management, Inc. | 0.14% | Reduce -1.2% | 244,612 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -12.8% | 194,606 | $3.9M |
| North Star Investment Management Corp. | 0.26% | Add +0.6% | 180,556 | $3.6M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -5.0% | 176,174 | $3.5M |
| Shaker Financial Services, LLC | 1.29% | Reduce -24.0% | 159,671 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 129,400 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.6% | 71,885 | $1.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.33% | Reduce -4.1% | 67,610 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 63,796 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 62,915 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -16.2% | 61,287 | $1.2M |
| Heritage Wealth Management, Inc. | 0.38% | — | 57,042 | $1.1M |
| 9258 Wealth Management, LLC | 0.15% | Add +0.1% | 47,330 | $943K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 46,286 | $922K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.1% | 42,091 | $839K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.9% | 34,559 | $688K |
| Truist Financial Corp. | 0.00% | Add +12.9% | 34,451 | $686K |
| Opal Wealth Advisors, LLC | 0.19% | Reduce -3.5% | 30,094 | $599K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 27,951 | $557K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.1% | 25,611 | $510K |
| Aurora Private Wealth, Inc. | 0.38% | Add +1.8% | 21,840 | $435K |
| Bank of America Corp. | 0.00% | Add +19.8% | 19,665 | $392K |
| Compound Planning, Inc. | 0.03% | New | 19,221 | $383K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 17,736 | $353K |
| Comerica Bank | 0.00% | Add +0.1% | 16,829 | $335K |
| Raymond James Trust N.A. | 0.01% | Add +8.9% | 16,675 | $332K |
| West Bancorporation Inc. | 0.23% | Add +51.5% | 15,596 | $311K |
| Sanctuary Advisors, LLC | 0.00% | — | 16,769 | $308K |
| Cwm, LLC | 0.00% | Reduce -34.8% | 14,749 | $294K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 14,194 | $284K |
| West Michigan Advisors, LLC | 0.09% | New | 14,230 | $283K |
| Cornerstone Advisors, LLC | 0.01% | New | 13,012 | $259K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 12,529 | $249K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.7% | 11,917 | $237K |
| D.A. Davidson & Co. | 0.00% | New | 11,510 | $229K |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 11,490 | $229K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 11,460 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.1% | 10,871 | $217K |
| International Assets Investment Management, LLC | 0.02% | Reduce -6.1% | 10,688 | $213K |
| Stifel Financial Corp. | 0.00% | New | 10,341 | $206K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 10,016 | $200K |
| Certified Advisory Corp | 0.03% | Reduce -4.4% | 10,013 | $199K |
| Maryland Capital Advisors Inc. | 0.07% | New | 6,576 | $131K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $70K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,880 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $35K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -0.1% | 1,101 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 825 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 732 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 450 | $9K |
| Investors Research Corp | 0.00% | New | 402 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 218 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 117 | $2K |
"% 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.