First Trust Enhan EqtyFFA
13F holders, Q1 2026 (March 31)65holders −4
7new positions
10sold out
$20.57avg. 13F price*
At the end of Q1 2026, 65 institutions reported holding First Trust Enhan Eqty Inc. (FFA) in their 13F filings, down 4 from Q4 2025. 7 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($36.4M), Alkeme Wealth, LLC ($11.8M) and Wells Fargo & Company ($10.7M).
- Company
- First Trust Enhan Eqty Inc.
- CUSIP
- 337318109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 10 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 339,524 shares bought and 313,481 shares sold, net +26,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +1.9% | 1,782,851 | $36.4M |
| Alkeme Wealth, LLC | 4.82% | Add +0.8% | 579,022 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 525,213 | $10.7M |
| Invesco Ltd. | 0.00% | Add +1.9% | 422,987 | $8.6M |
| Shaker Financial Services, LLC | 2.38% | Add +16.9% | 334,855 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 269,863 | $5.5M |
| UBS Group AG | 0.00% | Reduce -4.2% | 264,477 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 260,072 | $5.3M |
| North Star Investment Management Corp. | 0.22% | Reduce -3.3% | 178,517 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 172,002 | $3.5M |
| Smith Asset Management Co., LLC | 2.68% | Reduce -0.3% | 153,242 | $3.1M |
| Karpus Management, Inc. | 0.09% | Reduce -5.1% | 134,930 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -27.6% | 127,891 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +39.8% | 114,108 | $2.3M |
| Wolverine Asset Management LLC | 0.12% | Add +74.7% | 109,223 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +15.0% | 90,312 | $1.8M |
| Creative Planning | 0.00% | Reduce -0.1% | 79,728 | $1.6M |
| Clear Point Advisors Inc. | 1.22% | New | 26,385 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.7% | 73,429 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 61,154 | $1.2M |
| PMG Family Office LLC | 1.32% | Add +1.2% | 57,847 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 52,517 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +7.0% | 48,892 | $997K |
| Advisors Asset Management, Inc. | 0.01% | New | 41,132 | $839K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.0% | 37,736 | $770K |
| &partners | 0.00% | Reduce -2.7% | 32,978 | $673K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 30,597 | $624K |
| Centurion Wealth Management LLC | 0.13% | No change | 27,827 | $568K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 26,297 | $536K |
| Aurora Private Wealth, Inc. | 0.38% | No change | 24,233 | $534K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 25,350 | $517K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.3% | 24,891 | $508K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -3.0% | 21,116 | $431K |
| Bank of America Corp. | 0.00% | Add +6.1% | 20,328 | $415K |
| Cwm, LLC | 0.00% | Add +32.3% | 19,374 | $395K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.2% | 19,322 | $394K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 17,260 | $352K |
| Logan Stone Capital, LLC | 0.09% | Reduce -11.0% | 16,703 | $341K |
| Readystate Asset Management LP | 0.03% | Reduce -56.7% | 16,589 | $338K |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 15,591 | $318K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 14,812 | $302K |
| Fifth Third Bancorp | 0.00% | New | 14,081 | $287K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.8% | 13,440 | $274K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,117 | $268K |
| International Assets Investment Management, LLC | 0.02% | Add +0.2% | 12,813 | $265K |
| West Michigan Advisors, LLC | 0.06% | Add +0.2% | 12,666 | $258K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,626 | $258K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,130 | $247K |
| Proactive Wealth Strategies LLC | 0.04% | New | 11,598 | $237K |
| Two Sigma Investments, LP | 0.00% | No change | 11,482 | $234K |
| CIBC Asset Management Inc | 0.00% | No change | 10,260 | $209K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 8,891 | $181K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.9% | 8,034 | $164K |
| Axiom Investment Management LLC | 0.09% | — | 5,795 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +15.6% | 4,456 | $91K |
| Global Assets Advisory, LLC | 0.01% | New | 2,000 | $41K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,600 | $33K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +17.5% | 1,351 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 960 | $19K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 900 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 656 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 402 | $8K |
| 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.