First Trust Enhan EqtyFFA
13F holders, Q3 2024 (September 30)64holders +2
6new positions
4sold out
$21.77avg. 13F price*
At the end of Q3 2024, 64 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 2 from Q2 2024. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($31.0M), Wells Fargo & Company ($12.2M) and Alkeme Wealth, LLC ($10.8M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $11.5M |
| Exits | 4 | $999K |
All 13F filers, Q2 2024 → Q3 2024: 242,892 shares bought and 191,162 shares sold, net +51,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Add +0.6% | 1,522,706 | $31.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 601,263 | $12.2M |
| Alkeme Wealth, LLC | 4.78% | No change | 529,933 | $10.8M |
| Focus Partners Wealth | 0.03% | New | 105,206 | $10.7M |
| Guggenheim Capital LLC | 0.05% | Reduce -2.0% | 357,313 | $7.3M |
| Invesco Ltd. | 0.00% | Add +13.0% | 292,528 | $6.0M |
| UBS Group AG | 0.00% | Add +1.4% | 283,733 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 265,679 | $5.4M |
| Karpus Management, Inc. | 0.13% | Reduce -4.2% | 234,392 | $4.8M |
| North Star Investment Management Corp. | 0.25% | Reduce -0.2% | 180,180 | $3.7M |
| Raymond James & Associates | 0.00% | Reduce -10.4% | 174,301 | $3.5M |
| LPL Financial LLC | 0.00% | Add +12.6% | 145,662 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -17.7% | 144,936 | $2.9M |
| Shaker Financial Services, LLC | 0.90% | Reduce -26.1% | 117,985 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.0% | 73,307 | $1.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.33% | Add +8.1% | 73,085 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 64,172 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 61,081 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.7% | 60,262 | $1.2M |
| Heritage Wealth Management, Inc. | 0.38% | No change | 57,042 | $1.2M |
| 9258 Wealth Management, LLC | 0.14% | Add +0.1% | 47,367 | $963K |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 42,965 | $874K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.4% | 42,392 | $862K |
| Truist Financial Corp. | 0.00% | Add +20.2% | 41,410 | $842K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 34,804 | $708K |
| Centurion Wealth Management LLC | 0.18% | — | 28,452 | $579K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.7% | 23,390 | $476K |
| Opal Wealth Advisors, LLC | 0.15% | Reduce -22.9% | 23,190 | $472K |
| Aurora Private Wealth, Inc. | 0.35% | Add +1.7% | 22,213 | $452K |
| Compound Planning, Inc. | 0.03% | Add +10.8% | 21,290 | $433K |
| D.A. Davidson & Co. | 0.00% | Add +62.9% | 18,749 | $381K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.7% | 18,575 | $378K |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 18,245 | $371K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 17,169 | $355K |
| Raymond James Trust N.A. | 0.01% | Add +4.5% | 17,425 | $354K |
| Comerica Bank | 0.00% | Add +0.1% | 16,843 | $343K |
| West Bancorporation Inc. | 0.23% | Add +6.6% | 16,621 | $338K |
| Cornerstone Advisors, LLC | 0.01% | Add +15.2% | 14,985 | $305K |
| Cwm, LLC | 0.00% | No change | 14,749 | $300K |
| West Michigan Advisors, LLC | 0.09% | Add +1.8% | 14,484 | $295K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 14,194 | $289K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 12,549 | $256K |
| NewEdge Advisors, LLC | 0.00% | New | 12,193 | $248K |
| Benjamin Edwards Inc. | 0.00% | New | 11,917 | $242K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +16.7% | 11,692 | $238K |
| &partners | 0.00% | New | 11,584 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,871 | $221K |
| International Assets Investment Management, LLC | 0.02% | Add +0.0% | 10,691 | $217K |
| Certified Advisory Corp | 0.02% | Add +5.7% | 10,586 | $215K |
| Cetera Investment Advisers | 0.00% | Reduce -7.9% | 10,586 | $215K |
| Maryland Capital Advisors Inc. | 0.06% | Reduce -9.7% | 5,939 | $121K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $71K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,880 | $38K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $36K |
| Wintrust Investments LLC | 0.02% | New | 1,164 | $23K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1,101 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 825 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 745 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 536 | $11K |
| Clearstead Advisors, LLC | 0.00% | No change | 450 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 218 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 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.