First Trust Enhan EqtyFFA
13F holders, Q1 2025 (March 31)63holders −2
4new positions
4sold out
$19.33avg. 13F price*
At the end of Q1 2025, 63 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($30.5M), Wells Fargo & Company ($12.0M) and Alkeme Wealth, LLC ($10.3M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $965K |
| Exits | 4 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 218,499 shares bought and 263,437 shares sold, net −44,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Add +3.0% | 1,578,924 | $30.5M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 620,752 | $12.0M |
| Alkeme Wealth, LLC | 4.61% | Add +0.6% | 532,214 | $10.3M |
| Invesco Ltd. | 0.00% | Add +1.9% | 364,676 | $7.0M |
| Guggenheim Capital LLC | 0.06% | Reduce -14.5% | 320,836 | $6.2M |
| UBS Group AG | 0.00% | Reduce -4.4% | 268,899 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 263,292 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 247,504 | $4.8M |
| North Star Investment Management Corp. | 0.25% | Add +5.3% | 178,828 | $3.5M |
| Karpus Management, Inc. | 0.11% | Reduce -12.1% | 174,631 | $3.4M |
| Smith Asset Management Co., LLC | 2.97% | Reduce -1.6% | 163,234 | $3.2M |
| LPL Financial LLC | 0.00% | Add +4.5% | 156,684 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +104.1% | 146,587 | $2.8M |
| Shaker Financial Services, LLC | 0.69% | Reduce -23.2% | 91,456 | $1.8M |
| Creative Planning | 0.00% | Reduce -5.3% | 76,094 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.5% | 73,204 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 68,189 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 59,389 | $1.1M |
| Heritage Wealth Management, Inc. | 0.37% | Reduce -2.6% | 55,542 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 48,997 | $947K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 46,977 | $908K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.2% | 46,142 | $891K |
| Wolverine Asset Management LLC | 0.06% | New | 42,186 | $815K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 34,700 | $670K |
| Cornerstone Advisors, LLC | 0.03% | Add +2.4% | 33,527 | $648K |
| Centurion Wealth Management LLC | 0.18% | No change | 27,827 | $576K |
| &partners | 0.01% | Add +3.5% | 27,196 | $527K |
| Compound Planning, Inc. | 0.02% | Add +18.2% | 26,785 | $517K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 25,555 | $494K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.3% | 23,894 | $462K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 23,811 | $460K |
| Aurora Private Wealth, Inc. | 0.35% | Add +1.8% | 22,998 | $444K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -2.3% | 22,001 | $425K |
| PGIM Custom Harvest LLC | 0.01% | No change | 21,060 | $407K |
| D.A. Davidson & Co. | 0.00% | Add +5.5% | 20,956 | $405K |
| West Bancorporation Inc. | 0.21% | Reduce -3.7% | 16,006 | $309K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 15,612 | $302K |
| Bank of America Corp. | 0.00% | Reduce -11.3% | 15,583 | $301K |
| Cwm, LLC | 0.00% | No change | 14,649 | $283K |
| Comerica Bank | 0.00% | Add +0.1% | 14,455 | $279K |
| West Michigan Advisors, LLC | 0.09% | Reduce -3.3% | 13,910 | $269K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.8% | 13,393 | $259K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +1.4% | 12,724 | $246K |
| Benjamin Edwards Inc. | 0.00% | Add +18.7% | 12,479 | $241K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.4% | 11,769 | $227K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 10,738 | $207K |
| Certified Advisory Corp | 0.02% | Add +0.6% | 10,717 | $207K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.6% | 10,520 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.4% | 6,581 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,291 | $122K |
| South Plains Financial, Inc. | 0.08% | No change | 5,324 | $103K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 3,731 | $72K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $67K |
| Larson Financial Group LLC | 0.00% | New | 3,325 | $64K |
| Private Trust Co. NA | 0.01% | New | 2,855 | $55K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $37K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,880 | $36K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,600 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.8% | 611 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 536 | $10K |
| 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 |
"% 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.