FIRST TR ENHANCED EQUITY INC FFA
COM · Closed-End Fund · CUSIP 337318109
72
institutional holders
+7 vs Q1 2026
6.5m
shares reported held*
$145.8mreported value*
8 new
29 added
19 reduced
2 sold out
net sold ≈ $157.2k (-7.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.36.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 59 |
| Q1 2023 | 60 |
| Q2 2023 | 55 |
| Q3 2023 | 54 |
| Q4 2023 | 55 |
| Q1 2024 | 56 |
| Q2 2024 | 63 |
| Q3 2024 | 65 |
| Q4 2024 | 66 |
| Q1 2025 | 64 |
| Q2 2025 | 60 |
| Q3 2025 | 60 |
| Q4 2025 | 69 |
| Q1 2026 | 65 |
| Q2 2026 | 72 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 33 | 19 |
| Q4 2024 | 30 | 20 |
| Q1 2025 | 30 | 23 |
| Q2 2025 | 31 | 25 |
| Q3 2025 | 29 | 19 |
| Q4 2025 | 40 | 25 |
| Q1 2026 | 34 | 27 |
| Q2 2026 | 37 | 21 |
Biggest buyers
| Heritage Wealth Management, Inc. | New | +48.8k |
| Advisors Asset Management, Inc. | Added | +28.4k |
| MORGAN STANLEY | Added | +27.0k |
| RAYMOND JAMES FINANCIAL INC | Added | +21.5k |
| MISSION WEALTH MANAGEMENT, LP | New | +18.0k |
| Invesco Ltd. | Added | +16.6k |
| Miller Financial Services LLC | New | +12.6k |
| STIFEL FINANCIAL CORP | New | +10.0k |
| XTX Topco Ltd | New | +9.8k |
| Keystone Financial Group | New | +9.4k |
Biggest sellers
| WELLS FARGO & COMPANY/MN | Reduced | -67.9k |
| GUGGENHEIM CAPITAL LLC | Reduced | -37.6k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -34.7k |
| Steward Partners Investment Advisory, LLC | Reduced | -26.6k |
| Clear Point Advisors Inc. | Sold out | -26.4k |
| ROYAL BANK OF CANADA | Reduced | -16.5k |
| OSAIC HOLDINGS, INC. | Reduced | -12.3k |
| North Star Investment Management Corp. | Reduced | -7.3k |
| READYSTATE ASSET MANAGEMENT LP | Reduced | -6.7k |
| Shaker Financial Services, LLC | Reduced | -6.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution filed 2025-08-05 | 8.5% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $84.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $40.5m | Added +27.0k |
| ALKEME WEALTH, LLC 5.00% of their portfolio | 584.9k $13.1m | Added +5.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 457.3k $10.2m | Reduced -67.9k |
| Invesco Ltd. 0.00% of their portfolio | 439.6k $9.8m | Added +16.6k |
| Shaker Financial Services, LLC 2.30% of their portfolio | 328.7k $7.4m | Reduced -6.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 291.3k $6.5m | Added +21.5k |
| UBS Group AG 0.00% of their portfolio | 263.1k $5.9m | Reduced -1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 243.6k $5.4m | Reduced -16.5k |
| LPL Financial LLC 0.00% of their portfolio | 175.2k $3.9m | Added +3.2k |
| North Star Investment Management Corp. 0.21% of their portfolio | 171.2k $3.8m | Reduced -7.3k |
| Smith Asset Management Co., LLC 2.63% of their portfolio | 149.8k $3.3m | Reduced -3.5k |
| Karpus Management, Inc. 0.09% of their portfolio | 134.3k $3.0m | Reduced -617 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 117.6k $2.6m | Added +3.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 95.3k $2.1m | Added +5.0k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 90.3k $2.0m | Reduced -37.6k |
| Creative Planning 0.00% of their portfolio | 78.2k $1.7m | Reduced -1.5k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 75.2k $1.7m | Added +1.8k |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 74.6k $1.7m | Reduced -34.7k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 69.5k $1.6m | Added +28.4k |
| PMG Family Office LLC 1.20% of their portfolio | 58.5k $1.3m | Added +613 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.9k $1.2m | Added +2.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 48.9k $1.1m | Reduced -12.3k |
| Heritage Wealth Management, Inc. 0.27% of their portfolio | 48.8k $1.1m | New |
| Waverly Advisors, LLC 0.01% of their portfolio | 47.1k $1.1m | Reduced -1.8k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 41.0k $916.7k | Added +3.3k |
| &PARTNERS 0.00% of their portfolio | 35.0k $783.5k | Added +2.1k |
| Global Retirement Partners, LLC 0.01% of their portfolio | 32.9k $736.1k | First filing |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 30.0k $672.0k | Added +3.7k |
| Centurion Wealth Management LLC 0.15% of their portfolio | 27.8k $622.2k | Unchanged |
| Aurora Private Wealth, Inc. 0.36% of their portfolio | 25.1k $562.0k | Added +895 |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 24.9k $557.3k | Added +34 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 21.5k $479.8k | Added +1.1k |
| Opal Wealth Advisors, LLC 0.10% of their portfolio | 20.6k $461.2k | Reduced -490 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 20.4k $455.8k | Reduced -5.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 19.6k $439.0k | Added +321 |
| MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio | 18.0k $403.4k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 18.0k $401.6k | Added +2.4k |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 17.0k $380.9k | Reduced -224 |
| Logan Stone Capital, LLC 0.08% of their portfolio | 16.9k $377.9k | Added +196 |
| Koshinski Asset Management, Inc. 0.02% of their portfolio | 14.8k $331.2k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 14.1k $315.2k | Added +16 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 14.1k $314.4k | Added +621 |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 13.1k $293.3k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 12.8k $286.1k | Added +19 |
| Miller Financial Services LLC 0.23% of their portfolio | 12.6k $282.5k | New |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 12.6k $282.3k | Unchanged |
| WEST MICHIGAN ADVISORS, LLC 0.05% of their portfolio | 12.1k $270.7k | Reduced -560 |
| Proactive Wealth Strategies LLC 0.04% of their portfolio | 11.8k $263.9k | Added +204 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 11.5k $256.7k | Unchanged |
| CIBC Asset Management Inc 0.00% of their portfolio | 10.3k $229.4k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10.1k $226.5k | Reduced -2.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.0k $223.8k | New |
| READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio | 9.9k $221.4k | Reduced -6.7k |
| XTX Topco Ltd 0.00% of their portfolio | 9.8k $218.9k | New |
| Keystone Financial Group 0.01% of their portfolio | 9.4k $209.6k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 8.9k $199.1k | Added +14 |
| Institute for Wealth Management, LLC. 0.02% of their portfolio | 8.8k $195.7k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 8.0k $179.6k | Unchanged |
| Axiom Investment Management LLC 0.10% of their portfolio | 6.4k $144.0k | Added +643 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 6.4k $143.0k | Added +5.0k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 4.5k $99.6k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 4.0k $89.4k | Reduced -26.6k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.6k $35.8k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.2k $25.5k | Added +215 |
| Allied Private Wealth LLC 0.02% of their portfolio | 1.1k $25.5k | First filing |
| CENTRAL TRUST Co 0.00% of their portfolio | 1.0k $22.4k | Unchanged |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio | 900 $20.1k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 668 $14.9k | Added +12 |
| Strategic Wealth Partners, Ltd. 0.00% of their portfolio | 402 $9.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 300 $6.6k | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 218 $4.9k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 133 $3.0k | New |