FFA institutional holders
First TR Enhanced Equity Incom · 13F, 2026Q2
| Managers holding | 72 |
|---|
| Shares held | 6,520,074 |
|---|
| Reported value | $145.8m |
|---|
| Quarter flows | 10 new, 29 added, 19 trimmed, 3 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 1,809,892 | $40.5m | 0.0% |
| ALKEME WEALTH, LLC | 584,911 | $13.1m | 5.0% |
| WELLS FARGO & COMPANY/MN | 457,317 | $10.2m | 0.0% |
| Invesco Ltd. | 439,588 | $9.8m | 0.0% |
| Shaker Financial Services, LLC | 328,741 | $7.4m | 2.3% |
| RAYMOND JAMES FINANCIAL INC | 291,345 | $6.5m | 0.0% |
| UBS Group AG | 263,111 | $5.9m | 0.0% |
| ROYAL BANK OF CANADA | 243,576 | $5.4m | 0.0% |
| LPL Financial LLC | 175,161 | $3.9m | 0.0% |
| North Star Investment Management Corp. | 171,184 | $3.8m | 0.2% |
| Smith Asset Management Co., LLC | 149,777 | $3.3m | 2.6% |
| Karpus Management, Inc. | 134,313 | $3.0m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 117,567 | $2.6m | 0.0% |
| TRUIST FINANCIAL CORP | 95,323 | $2.1m | 0.0% |
| GUGGENHEIM CAPITAL LLC | 90,264 | $2.0m | 0.0% |
| Creative Planning | 78,215 | $1.7m | 0.0% |
| Integrated Wealth Concepts LLC | 75,194 | $1.7m | 0.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 74,570 | $1.7m | 0.0% |
| Advisors Asset Management, Inc. | 69,490 | $1.6m | 0.0% |
| PMG Family Office LLC | 58,460 | $1.3m | 1.2% |
| AMERIPRISE FINANCIAL INC | 54,896 | $1.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 48,855 | $1.1m | 0.0% |
| Heritage Wealth Management, Inc. | 48,756 | $1.1m | 0.3% |
| Waverly Advisors, LLC | 47,089 | $1.1m | 0.0% |
| D.A. DAVIDSON & CO. | 40,998 | $916,735 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FFA"). FFA price history · All 13F data
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