First Trust Enhan EqtyFFA
13F holders, Q4 2024 (December 31)65holders +1
4new positions
1sold out
$20.71avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($31.8M), Wells Fargo & Company ($12.8M) and Alkeme Wealth, LLC ($11.0M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.6M |
| Exits | 1 | $10.7M |
All 13F filers, Q3 2024 → Q4 2024: 386,432 shares bought and 215,746 shares sold, net +170,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +0.7% | 1,533,515 | $31.8M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 618,733 | $12.8M |
| Alkeme Wealth, LLC | 5.02% | Reduce -0.2% | 529,027 | $11.0M |
| Guggenheim Capital LLC | 0.06% | Add +5.0% | 375,082 | $7.8M |
| Invesco Ltd. | 0.00% | Add +22.3% | 357,826 | $7.4M |
| UBS Group AG | 0.00% | Reduce -0.9% | 281,193 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 266,210 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 249,205 | $5.2M |
| Karpus Management, Inc. | 0.12% | Reduce -15.2% | 198,741 | $4.1M |
| North Star Investment Management Corp. | 0.24% | Reduce -5.7% | 169,842 | $3.5M |
| Smith Asset Management Co., LLC | 3.35% | — | 165,941 | $3.4M |
| LPL Financial LLC | 0.00% | Add +3.0% | 149,978 | $3.1M |
| Shaker Financial Services, LLC | 0.95% | Add +1.0% | 119,142 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -31.7% | 99,021 | $2.1M |
| Creative Planning | 0.00% | New | 80,360 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.0% | 71,833 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +59.0% | 68,335 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 67,924 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +8.5% | 66,251 | $1.4M |
| Heritage Wealth Management, Inc. | 0.39% | No change | 57,042 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.0% | 48,738 | $1.0M |
| Waverly Advisors, LLC | 0.01% | New | 46,251 | $958K |
| Truist Financial Corp. | 0.00% | Add +11.5% | 46,177 | $956K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 34,325 | $711K |
| Cornerstone Advisors, LLC | 0.03% | Add +118.6% | 32,754 | $678K |
| Centurion Wealth Management LLC | 0.18% | Reduce -2.2% | 27,827 | $576K |
| &partners | 0.01% | Add +126.8% | 26,273 | $539K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 25,398 | $526K |
| Janney Montgomery Scott LLC | 0.00% | New | 24,711 | $512K |
| Compound Planning, Inc. | 0.02% | Add +6.4% | 22,656 | $469K |
| Aurora Private Wealth, Inc. | 0.35% | Add +1.7% | 22,585 | $468K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -2.9% | 22,522 | $466K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +21.0% | 22,483 | $466K |
| PGIM Custom Harvest LLC | 0.01% | New | 21,060 | $436K |
| D.A. Davidson & Co. | 0.00% | Add +6.0% | 19,873 | $412K |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 17,573 | $364K |
| Sanctuary Advisors, LLC | 0.00% | No change | 17,169 | $355K |
| West Bancorporation Inc. | 0.23% | No change | 16,621 | $344K |
| Koshinski Asset Management, Inc. | 0.03% | Add +10.0% | 15,612 | $323K |
| NewEdge Advisors, LLC | 0.00% | Add +20.5% | 14,693 | $304K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 14,649 | $303K |
| Comerica Bank | 0.00% | Reduce -14.3% | 14,440 | $299K |
| West Michigan Advisors, LLC | 0.09% | Reduce -0.7% | 14,383 | $298K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +7.3% | 12,544 | $260K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 12,069 | $250K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 10,722 | $222K |
| Certified Advisory Corp | 0.02% | Add +0.6% | 10,649 | $221K |
| International Assets Investment Management, LLC | 0.02% | Add +0.0% | 10,694 | $219K |
| Benjamin Edwards Inc. | 0.00% | Reduce -11.8% | 10,517 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.1% | 6,291 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +672.1% | 5,752 | $119K |
| South Plains Financial, Inc. | 0.08% | — | 5,324 | $110K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -37.2% | 3,731 | $77K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $72K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,880 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $37K |
| Wintrust Investments LLC | 0.02% | Add +6.9% | 1,244 | $25K |
| Global Retirement Partners, LLC | 0.00% | No change | 825 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 536 | $11K |
| Clearstead Advisors, LLC | 0.00% | No change | 450 | $9K |
| Transce3nd, LLC | 0.00% | — | 374 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 218 | $5K |
| 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.