FIRST TRUST ENHAN EQTY INC (FFA) Institutional Shareholders

FIRST TRUST ENHAN EQTY INC (FFA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $137.34M in FFA holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of FFA tracked by InsiderSet, reporting ownership valued at approximately $36.37M in its March 31, 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 $40.17M, representing an estimated gain of +10.44% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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

67

Total Reported Value

$137.34M

Largest Holder

Morgan Stanley

Largest Position

$36.37M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

79

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%1,782,851$36,370,172$40,167,633+$3,797,461+10.44%
Exeter Financial, Llc5.00%584,911$13,078,605$13,178,045+$99,440+0.76%
Wells Fargo & Company/Mn0.00%525,213$10,714,337$11,833,049+$1,118,712+10.44%
Invesco Ltd.0.00%422,987$8,628,935$9,529,897+$900,962+10.44%
Shaker Financial Services, Llc2.30%328,741$7,350,649$7,406,535+$55,886+0.76%
Raymond James Financial Inc0.00%269,863$5,505,203$6,080,013+$574,810+10.44%
Ubs Group Ag0.00%264,477$5,395,331$5,958,667+$563,336+10.44%
Royal Bank Of Canada0.00%260,072$5,305,000$5,859,422+$554,422+10.45%
North Star Investment Management Corp.0.21%171,184$3,827,669$3,856,776+$29,107+0.76%
Lpl Financial Llc0.00%172,002$3,508,838$3,875,205+$366,367+10.44%
Smith Asset Management Co., Llc2.63%149,777$3,349,022$3,374,476+$25,454+0.76%
Karpus Management, Inc.0.09%134,930$2,752,572$3,039,973+$287,401+10.44%
Guggenheim Capital Llc0.02%127,891$2,608,977$2,881,384+$272,407+10.44%
Envestnet Asset Management Inc0.00%114,108$2,327,807$2,570,853+$243,046+10.44%
Wolverine Asset Management Llc0.03%109,223$2,228,149$2,460,794+$232,645+10.44%
Truist Financial Corp0.00%95,323$2,131,411$2,147,627+$16,216+0.76%
Creative Planning0.00%79,728$1,626,452$1,796,272+$169,820+10.44%
Clear Point Advisors Inc.1.22%26,385$1,577,270$594,454-$982,816-62.31%
Integrated Wealth Concepts Llc0.01%73,429$1,497,959$1,654,355+$156,396+10.44%
Pmg Family Office Llc1.20%58,460$1,307,166$1,317,104+$9,938+0.76%
Osaic Holdings, Inc.0.00%61,154$1,247,639$1,377,800+$130,161+10.43%
Heritage Wealth Management, Inc.0.27%48,756$1,090,184$1,098,473+$8,289+0.76%
Ameriprise Financial Inc0.00%52,517$1,071,349$1,183,208+$111,859+10.44%
Waverly Advisors, Llc0.01%48,892$997,396$1,101,537+$104,141+10.44%
D.A. Davidson & Co.0.01%40,998$916,735$923,685+$6,950+0.76%
Advisors Asset Management, Inc.0.01%41,132$839,093$926,704+$87,611+10.44%
&Partners0.00%32,978$672,749$742,994+$70,245+10.44%
Steward Partners Investment Advisory, Llc0.00%30,597$624,183$689,350+$65,167+10.44%
Centurion Wealth Management Llc0.15%27,827$622,211$626,942+$4,731+0.76%
Kestra Private Wealth Services, Llc0.01%24,925$557,313$561,560+$4,247+0.76%
Opal Wealth Advisors, Llc0.10%20,626$461,198$464,704+$3,506+0.76%
Commonwealth Equity Services, Llc0.00%20,386$455,830$459,297+$3,467+0.76%
Bank Of America Corp0.00%20,328$414,690$457,990+$43,300+10.44%
Mission Wealth Management, Lp0.01%18,042$403,420$406,486+$3,066+0.76%
Cwm, Llc0.00%19,374$395,230$436,496+$41,266+10.44%
Benjamin Edwards Inc0.00%17,036$380,916$383,821+$2,905+0.76%
Logan Stone Capital, Llc0.09%16,703$340,741$376,319+$35,578+10.44%
Readystate Asset Management Lp0.02%16,589$338,416$373,750+$35,334+10.44%
Koshinski Asset Management, Inc.0.02%14,812$331,196$333,714+$2,518+0.76%
Cetera Investment Advisers0.00%15,591$318,060$351,265+$33,205+10.44%
Kestra Advisory Services, Llc0.00%14,061$314,410$316,794+$2,384+0.76%
Fifth Third Bancorp0.00%14,081$287,253$317,245+$29,992+10.44%
International Assets Investment Management, Llc0.02%12,832$286,147$289,105+$2,958+1.03%
Miller Financial Services Llc0.23%12,635$282,519$284,667+$2,148+0.76%
Sanctuary Advisors, Llc0.00%13,117$267,587$295,526+$27,939+10.44%
West Michigan Advisors, Llc0.06%12,666$258,385$285,365+$26,980+10.44%
Brown Brothers Harriman & Co0.00%12,626$257,570$284,464+$26,894+10.44%
Proactive Wealth Strategies Llc0.04%11,598$236,606$261,303+$24,697+10.44%
Two Sigma Investments, Lp0.00%11,482$234,233$258,689+$24,456+10.44%
Keystone Financial Group0.01%9,374$209,606$211,196+$1,590+0.76%

Frequently asked questions about FFA

  • Who owns the most FFA stock?

    The largest holders of FFA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ENHAN EQTY INC (FFA).

  • Is FFA widely held by superinvestors?

    Many widely followed stocks like FFA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FFA is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.