FFA Institutional Ownership & Shareholders
FIRST TRUST ENHAN EQTY INC (FFA) is currently held by 69 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $144.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FFA tracked by InsiderSet, reporting ownership valued at approximately $40.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.84M, representing an estimated loss of -1.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FFA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Exeter Financial, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST ENHAN EQTY INC (FFA).
This page ranks the largest institutional FFA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
69
Total Reported Value
$144.94M
Largest Holder
Morgan Stanley
Largest Position
$40.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,809,892 | $40,469,190 | $39,835,723 | -$633,467 | -1.57% | |
| Exeter Financial, Llc | 4.91% | 585,966 | $13,031,879 | $12,897,112 | -$134,767 | -1.03% | |
| Wells Fargo & Company/Mn | 0.00% | 457,317 | $10,225,613 | $10,065,547 | -$160,066 | -1.57% | |
| Invesco Ltd. | 0.00% | 439,588 | $9,829,187 | $9,675,332 | -$153,855 | -1.57% | |
| Raymond James Financial Inc | 0.00% | 291,345 | $6,514,489 | $6,412,503 | -$101,986 | -1.57% | |
| Shaker Financial Services, Llc | 2.05% | 279,892 | $6,224,799 | $6,160,423 | -$64,376 | -1.03% | |
| Ubs Group Ag | 0.00% | 263,111 | $5,883,162 | $5,791,073 | -$92,089 | -1.57% | |
| Advisors Asset Management, Inc. | 0.08% | 267,671 | $5,698,716 | $5,891,439 | +$192,723 | +3.38% | |
| Royal Bank Of Canada | 0.00% | 243,576 | $5,446,000 | $5,361,108 | -$84,892 | -1.56% | |
| Lpl Financial Llc | 0.00% | 175,161 | $3,916,602 | $3,855,294 | -$61,308 | -1.57% | |
| North Star Investment Management Corp. | 0.20% | 167,433 | $3,723,704 | $3,685,200 | -$38,504 | -1.03% | |
| Smith Asset Management Co., Llc | 2.66% | 146,891 | $3,266,864 | $3,233,071 | -$33,793 | -1.03% | |
| Karpus Management, Inc. | 0.09% | 134,313 | $3,003,239 | $2,956,229 | -$47,010 | -1.57% | |
| Envestnet Asset Management Inc | 0.00% | 117,567 | $2,628,789 | $2,587,650 | -$41,139 | -1.56% | |
| Truist Financial Corp | 0.00% | 98,468 | $2,189,925 | $2,167,281 | -$22,644 | -1.03% | |
| Guggenheim Capital Llc | 0.01% | 90,264 | $2,018,303 | $1,986,711 | -$31,592 | -1.57% | |
| Creative Planning | 0.00% | 71,126 | $1,581,849 | $1,565,483 | -$16,366 | -1.03% | |
| Integrated Wealth Concepts Llc | 0.01% | 70,723 | $1,581,373 | $1,556,613 | -$24,760 | -1.57% | |
| Pmg Family Office Llc | 1.21% | 58,846 | $1,308,735 | $1,295,200 | -$13,535 | -1.03% | |
| Ameriprise Financial Inc | 0.00% | 54,896 | $1,227,482 | $1,208,261 | -$19,221 | -1.57% | |
| Osaic Holdings, Inc. | 0.00% | 48,855 | $1,092,485 | $1,075,299 | -$17,186 | -1.57% | |
| Heritage Wealth Management, Inc. | 0.27% | 48,306 | $1,074,325 | $1,063,215 | -$11,110 | -1.03% | |
| Waverly Advisors, Llc | 0.01% | 47,089 | $1,052,899 | $1,036,429 | -$16,470 | -1.56% | |
| D.A. Davidson & Co. | 0.01% | 42,395 | $942,884 | $933,114 | -$9,770 | -1.04% | |
| &Partners | 0.00% | 35,041 | $783,523 | $771,252 | -$12,271 | -1.57% | |
| Centurion Wealth Management Llc | 0.15% | 27,826 | $618,850 | $612,450 | -$6,400 | -1.03% | |
| Kestra Private Wealth Services, Llc | 0.01% | 25,618 | $569,742 | $563,852 | -$5,890 | -1.03% | |
| Bank Of America Corp | 0.00% | 21,458 | $479,805 | $472,291 | -$7,514 | -1.57% | |
| Opal Wealth Advisors, Llc | 0.09% | 20,077 | $446,513 | $441,895 | -$4,618 | -1.03% | |
| Janney Montgomery Scott Llc | 0.00% | 19,643 | $439,000 | $432,342 | -$6,658 | -1.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,179 | $426,550 | $422,130 | -$4,420 | -1.04% | |
| Cetera Investment Advisers | 0.00% | 17,959 | $401,566 | $395,278 | -$6,288 | -1.57% | |
| Kestra Advisory Services, Llc | 0.00% | 17,924 | $398,619 | $394,507 | -$4,112 | -1.03% | |
| Cwm, Llc | 0.00% | 19,374 | $395,230 | $426,422 | +$31,192 | +7.89% | |
| Benjamin Edwards Inc | 0.00% | 17,036 | $380,916 | $374,962 | -$5,954 | -1.56% | |
| Logan Stone Capital, Llc | 0.08% | 16,899 | $377,862 | $371,947 | -$5,915 | -1.57% | |
| Koshinski Asset Management, Inc. | 0.02% | 14,812 | $329,419 | $326,012 | -$3,407 | -1.03% | |
| Miller Financial Services Llc | 0.25% | 14,635 | $325,482 | $322,116 | -$3,366 | -1.03% | |
| Fifth Third Bancorp | 0.00% | 14,097 | $315,209 | $310,275 | -$4,934 | -1.57% | |
| Sanctuary Advisors, Llc | 0.00% | 13,117 | $293,296 | $288,705 | -$4,591 | -1.57% | |
| Brown Brothers Harriman & Co | 0.00% | 12,626 | $282,317 | $277,898 | -$4,419 | -1.57% | |
| West Michigan Advisors, Llc | 0.05% | 12,106 | $270,692 | $266,453 | -$4,239 | -1.57% | |
| Proactive Wealth Strategies Llc | 0.04% | 11,802 | $263,896 | $259,762 | -$4,134 | -1.57% | |
| Two Sigma Investments, Lp | 0.00% | 11,482 | $256,738 | $252,719 | -$4,019 | -1.57% | |
| International Assets Investment Management, Llc | 0.01% | 10,728 | $238,157 | $236,123 | -$2,034 | -0.85% | |
| Cibc Asset Management Inc | 0.00% | 10,260 | $229,414 | $225,823 | -$3,591 | -1.57% | |
| Newedge Advisors, Llc | 0.00% | 10,130 | $226,507 | $222,961 | -$3,546 | -1.57% | |
| Stifel Financial Corp | 0.00% | 10,010 | $223,823 | $220,320 | -$3,503 | -1.57% | |
| Readystate Asset Management Lp | 0.01% | 9,901 | $221,386 | $217,921 | -$3,465 | -1.57% | |
| Xtx Topco Ltd | 0.00% | 9,792 | $218,949 | $215,522 | -$3,427 | -1.57% |
Frequently asked questions about FFA
Who are the largest institutional holders of FFA?
The largest institutional holders of FFA reported in the latest SEC Form 13F filings include Morgan Stanley, Exeter Financial, Llc, Wells Fargo & Company/Mn, Invesco Ltd., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FFA position.
What is FFA institutional ownership?
This page tracks FFA positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST ENHAN EQTY INC (FFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FFA?
InsiderSet currently tracks 69 institutional managers reporting FFA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FFA shareholders.
How much FFA stock do institutions own?
Institutional investment managers disclosed approximately $144.94M in FFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FFA institutional ownership last updated?
The latest FFA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FFA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FFA position after the reporting date.
Are institutions buying or selling FFA?
Institutional buying and selling can be analyzed by comparing FFA positions across consecutive 13F reporting periods. InsiderSet's FFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FFA ownership changes.
How has FFA institutional ownership changed over time?
InsiderSet tracks FFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.