First Trust Enhan EqtyFFA
13F holders, Q3 2025 (September 30)60holders +1
3new positions
2sold out
$21.52avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($36.9M), Alkeme Wealth, LLC ($12.0M) and Wells Fargo & Company ($10.9M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $692K |
| Exits | 2 | $212K |
All 13F filers, Q2 2025 → Q3 2025: 208,578 shares bought and 127,120 shares sold, net +81,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Add +0.8% | 1,716,224 | $36.9M |
| Alkeme Wealth, LLC | 5.19% | Add +0.1% | 558,389 | $12.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 504,451 | $10.9M |
| Invesco Ltd. | 0.00% | Add +2.0% | 381,976 | $8.2M |
| UBS Group AG | 0.00% | Reduce -1.5% | 272,496 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 258,979 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 249,593 | $5.4M |
| Shaker Financial Services, LLC | 1.81% | Add +36.3% | 245,347 | $5.3M |
| Guggenheim Capital LLC | 0.03% | Reduce -18.4% | 200,643 | $4.3M |
| North Star Investment Management Corp. | 0.25% | Add +1.9% | 180,173 | $3.9M |
| LPL Financial LLC | 0.00% | Add +14.5% | 173,220 | $3.7M |
| Smith Asset Management Co., LLC | 2.91% | Reduce -2.2% | 158,566 | $3.4M |
| Karpus Management, Inc. | 0.10% | Reduce -7.7% | 148,042 | $3.2M |
| Cornerstone Advisors, LLC | 0.08% | Add +27.9% | 109,965 | $2.4M |
| Wolverine Asset Management LLC | 0.14% | Add +0.8% | 94,167 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 87,270 | $1.9M |
| Creative Planning | 0.00% | Add +2.5% | 79,395 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.7% | 78,316 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 64,401 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +17.5% | 61,223 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 60,643 | $1.3M |
| PMG Family Office LLC | 1.37% | — | 57,164 | $1.2M |
| Heritage Wealth Management, Inc. | 0.32% | No change | 51,042 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.8% | 45,650 | $982K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 31,110 | $669K |
| Compound Planning, Inc. | 0.02% | Add +4.1% | 29,924 | $644K |
| D.A. Davidson & Co. | 0.00% | Add +10.6% | 29,485 | $635K |
| &partners | 0.00% | Add +3.5% | 28,323 | $610K |
| Centurion Wealth Management LLC | 0.14% | No change | 27,827 | $599K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 25,872 | $557K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.7% | 25,677 | $553K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.2% | 25,257 | $544K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 22,633 | $487K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -3.7% | 21,839 | $470K |
| PGIM Custom Harvest LLC | 0.01% | No change | 21,060 | $453K |
| Bank of America Corp. | 0.00% | Add +20.1% | 18,680 | $402K |
| Benjamin Edwards Inc. | 0.00% | Add +28.0% | 16,017 | $345K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 15,612 | $336K |
| Cetera Investment Advisers | 0.00% | New | 15,315 | $330K |
| Cwm, LLC | 0.00% | Reduce -14.6% | 14,649 | $315K |
| Comerica Bank | 0.00% | Reduce -1.6% | 14,235 | $306K |
| West Michigan Advisors, LLC | 0.07% | Reduce -3.7% | 13,419 | $289K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +2.2% | 13,032 | $280K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 12,730 | $274K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,626 | $272K |
| West Bancorporation Inc. | 0.14% | No change | 12,096 | $260K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,769 | $253K |
| Certified Advisory Corp | 0.02% | Reduce -3.8% | 10,379 | $223K |
| International Assets Investment Management, LLC | 0.02% | No change | 10,355 | $212K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,862 | $191K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 7,993 | $172K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,140 | $132K |
| Harbour Investments, Inc. | 0.00% | No change | 3,492 | $75K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.8% | 1,776 | $38K |
| Principal Securities, Inc. | 0.00% | No change | 1,768 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,600 | $34K |
| Global Retirement Partners, LLC | 0.00% | No change | 920 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 633 | $14K |
| JPMorgan Chase & Co. | 0.00% | No change | 300 | $6K |
| Key Financial Inc | 0.00% | No change | 218 | $5K |
"% 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.