Who Owns FIRST TR ENHANCED EQUITY (FFA)? -- Institutional Holders (2026-06-30)
74 institutions reported holding $145.8M of FIRST TR ENHANCED EQUITY (FFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($40.5M), Exeter Financial, LLC ($13.1M), WELLS FARGO & COMPANY/MN ($10.2M), Invesco Ltd. ($9.8M), Shaker Financial Services, LLC ($7.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $40.5M | 1.8M | Added |
| 2 | Exeter Financial, LLC | $13.1M | 584,911 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $10.2M | 457,317 | Trimmed |
| 4 | Invesco Ltd. | $9.8M | 439,588 | Added |
| 5 | Shaker Financial Services, LLC | $7.4M | 328,741 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.5M | 291,345 | Added |
| 7 | UBS Group AG | $5.9M | 263,111 | Trimmed |
| 8 | Royal Bank of Canada | $5.4M | 243,576 | Trimmed |
| 9 | LPL Financial LLC | $3.9M | 175,161 | Added |
| 10 | North Star Investment Management Corp. | $3.8M | 171,184 | Trimmed |
| 11 | Smith Asset Management Co., LLC | $3.3M | 149,777 | Trimmed |
| 12 | Karpus Management, Inc. | $3.0M | 134,313 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 117,567 | Added |
| 14 | TRUIST FINANCIAL CORP | $2.1M | 95,323 | Added |
| 15 | GUGGENHEIM CAPITAL LLC | $2.0M | 90,264 | Trimmed |
| 16 | Creative Planning | $1.7M | 78,215 | Trimmed |
| 17 | Integrated Wealth Concepts LLC | $1.7M | 75,194 | Added |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | $1.7M | 74,570 | Trimmed |
| 19 | Advisors Asset Management, Inc. | $1.6M | 69,490 | Added |
| 20 | PMG Family Office LLC | $1.3M | 58,460 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $1.2M | 54,896 | Added |
| 22 | OSAIC HOLDINGS, INC. | $1.1M | 48,855 | Trimmed |
| 23 | Heritage Wealth Management, Inc. | $1.1M | 48,756 | New |
| 24 | Waverly Advisors, LLC | $1.1M | 47,089 | Trimmed |
| 25 | D.A. DAVIDSON & CO. | $916,735 | 40,998 | Added |
Source: SEC Form 13F filings · as of 2026-06-30