First Trust Enhan EqtyFFA
13F holders, Q2 2025 (June 30)59holders −4
3new positions
8sold out
$20.48avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, down 4 from Q1 2025. 3 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($34.9M), Alkeme Wealth, LLC ($11.4M) and Wells Fargo & Company ($10.4M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $498K |
| Exits | 8 | $676K |
All 13F filers, Q1 2025 → Q2 2025: 420,293 shares bought and 332,550 shares sold, net +87,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Add +7.8% | 1,701,965 | $34.9M |
| Alkeme Wealth, LLC | 5.08% | Add +4.8% | 557,569 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -18.1% | 508,202 | $10.4M |
| Invesco Ltd. | 0.00% | Add +2.7% | 374,565 | $7.7M |
| UBS Group AG | 0.00% | Add +2.9% | 276,582 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 259,425 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 253,106 | $5.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -23.3% | 246,026 | $5.0M |
| Shaker Financial Services, LLC | 1.34% | Add +96.8% | 179,995 | $3.7M |
| North Star Investment Management Corp. | 0.25% | Reduce -1.1% | 176,814 | $3.6M |
| Smith Asset Management Co., LLC | 2.87% | Reduce -0.7% | 162,181 | $3.3M |
| Karpus Management, Inc. | 0.11% | Reduce -8.1% | 160,460 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 151,229 | $3.1M |
| Wolverine Asset Management LLC | 0.14% | Add +121.4% | 93,382 | $1.9M |
| Cornerstone Advisors, LLC | 0.06% | Add +156.3% | 85,944 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 79,699 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -46.2% | 78,885 | $1.6M |
| Creative Planning | 0.00% | Add +1.8% | 77,460 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 70,809 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 60,048 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +10.9% | 52,109 | $1.1M |
| Heritage Wealth Management, Inc. | 0.34% | Reduce -8.1% | 51,042 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 50,095 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.2% | 46,042 | $943K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.3% | 30,450 | $624K |
| Compound Planning, Inc. | 0.02% | Add +7.3% | 28,748 | $589K |
| Centurion Wealth Management LLC | 0.16% | No change | 27,827 | $570K |
| &partners | 0.00% | Add +0.6% | 27,360 | $560K |
| D.A. Davidson & Co. | 0.00% | Add +27.3% | 26,671 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,634 | $525K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.5% | 24,724 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 23,417 | $480K |
| Aurora Private Wealth, Inc. | 0.35% | Add +1.7% | 23,391 | $479K |
| Opal Wealth Advisors, LLC | 0.13% | Add +3.1% | 22,688 | $465K |
| PGIM Custom Harvest LLC | 0.01% | No change | 21,060 | $431K |
| Cwm, LLC | 0.00% | Add +17.1% | 17,149 | $351K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 15,612 | $320K |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 15,553 | $319K |
| Comerica Bank | 0.00% | Add +0.1% | 14,469 | $296K |
| West Michigan Advisors, LLC | 0.08% | Add +0.2% | 13,935 | $285K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 13,330 | $273K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +0.2% | 12,752 | $261K |
| Brown Brothers Harriman & Co. | 0.00% | New | 12,626 | $259K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 12,513 | $256K |
| West Bancorporation Inc. | 0.16% | Reduce -24.4% | 12,096 | $248K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,769 | $241K |
| Certified Advisory Corp | 0.02% | Add +0.6% | 10,783 | $221K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.6% | 10,355 | $212K |
| HighTower Advisors, LLC | 0.00% | New | 9,911 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 6,140 | $126K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $72K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $36K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,761 | $36K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,600 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 920 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.6% | 621 | $13K |
| 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.