First Trust Enhan EqtyFFA
13F holders, Q4 2025 (December 31)69holders +9
13new positions
4sold out
$22.02avg. 13F price*
At the end of Q4 2025, 69 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, up 9 from Q3 2025. 13 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($38.5M), Alkeme Wealth, LLC ($12.6M) and Wells Fargo & Company ($11.2M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.3M |
| Exits | 4 | $701K |
All 13F filers, Q3 2025 → Q4 2025: 314,034 shares bought and 157,220 shares sold, net +156,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Add +2.0% | 1,749,873 | $38.5M |
| Alkeme Wealth, LLC | 5.38% | Add +2.8% | 574,226 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 509,613 | $11.2M |
| Invesco Ltd. | 0.00% | Add +8.7% | 415,134 | $9.1M |
| Shaker Financial Services, LLC | 2.00% | Add +16.8% | 286,580 | $6.3M |
| UBS Group AG | 0.00% | Add +1.3% | 276,052 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 262,290 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 244,831 | $5.4M |
| North Star Investment Management Corp. | 0.26% | Add +2.4% | 184,543 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Reduce -12.0% | 176,538 | $3.9M |
| LPL Financial LLC | 0.00% | Add +1.6% | 176,075 | $3.9M |
| Smith Asset Management Co., LLC | 2.79% | Reduce -3.1% | 153,668 | $3.4M |
| Karpus Management, Inc. | 0.10% | Reduce -4.0% | 142,180 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 81,599 | $1.8M |
| Creative Planning | 0.00% | Add +0.5% | 79,773 | $1.8M |
| Cornerstone Advisors, LLC | 0.06% | Reduce -27.9% | 79,226 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +28.3% | 78,546 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.4% | 70,141 | $1.5M |
| Wolverine Asset Management LLC | 0.08% | Reduce -33.6% | 62,517 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 61,789 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 60,743 | $1.3M |
| PMG Family Office LLC | 1.46% | Add +0.0% | 57,169 | $1.3M |
| Heritage Wealth Management, Inc. | 0.31% | Reduce -1.6% | 50,242 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 45,692 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +37.7% | 40,592 | $894K |
| Readystate Asset Management LP | 0.06% | New | 38,335 | $844K |
| &partners | 0.00% | Add +19.6% | 33,885 | $746K |
| Compound Planning, Inc. | 0.02% | Add +4.3% | 31,217 | $687K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.7% | 30,593 | $674K |
| Centurion Wealth Management LLC | 0.13% | No change | 27,827 | $613K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 26,251 | $578K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 25,720 | $566K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.1% | 25,218 | $555K |
| Global Retirement Partners, LLC | 0.01% | Add +2543.3% | 24,318 | $535K |
| Aurora Private Wealth, Inc. | 0.35% | — | 24,233 | $534K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -0.3% | 21,776 | $480K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 21,513 | $474K |
| Bank of America Corp. | 0.00% | Add +2.5% | 19,152 | $422K |
| Logan Stone Capital, LLC | 0.10% | New | 18,767 | $413K |
| Benjamin Edwards Inc. | 0.00% | Add +7.4% | 17,203 | $379K |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 15,445 | $340K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.1% | 14,812 | $326K |
| Cwm, LLC | 0.00% | No change | 14,649 | $323K |
| Comerica Bank | 0.00% | Reduce -1.2% | 14,064 | $310K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.4% | 13,117 | $289K |
| International Assets Investment Management, LLC | 0.02% | Add +23.5% | 12,792 | $282K |
| West Michigan Advisors, LLC | 0.06% | Reduce -5.8% | 12,641 | $278K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,626 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 12,130 | $267K |
| West Bancorporation Inc. | 0.14% | No change | 12,096 | $266K |
| Two Sigma Investments, LP | 0.00% | New | 11,482 | $253K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,357 | $228K |
| CIBC Asset Management Inc | 0.00% | New | 10,260 | $226K |
| Stifel Financial Corp. | 0.00% | New | 10,185 | $224K |
| Certified Advisory Corp | 0.02% | Reduce -2.1% | 10,164 | $224K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 8,876 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,140 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +10.4% | 3,856 | $85K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,600 | $35K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 1,150 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 1,100 | $24K |
| CENTRAL TRUST Co | 0.00% | New | 1,000 | $22K |
| Navalign, LLC | 0.00% | New | 786 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.7% | 644 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 416 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 402 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 300 | $7K |
| Key Financial Inc | 0.00% | No change | 218 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | New | 25 | $551 |
"% 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.