13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
FFA

FIRST TR ENHANCED EQUITY INC

69 institutions still hold FIRST TR ENHANCED EQUITY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 337318109·69 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.0%
vs prior quarter
13F value held
$119M
61.0% inst. owned
of float
Holders
69
-52 QoQ
filers reporting
Activity
+66 / −69
+836 added · −851 reduced
this quarter
Concentration
30.68%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported FFA in Q1 2026. MORGAN STANLEY leads at 30.7% of the visible book. -52 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$36M1.8M0.00%Q1 202602
Exeter Financial, LLC
CIK 0001752045
$12M579K4.82%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M525K0.00%Q1 202604
Invesco Ltd.
CIK 0000914208
$9M423K0.00%Q1 202605
Shaker Financial Services, LLC
CIK 0001511794
$7M335K2.38%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M270K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$5M264K0.00%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$5M260K0.00%Q1 202609
North Star Investment Management Corp.
CIK 0001342857
$4M179K0.22%Q1 202610
LPL Financial LLC
CIK 0001403438
$4M172K0.00%Q1 202611
Smith Asset Management Co., LLC
CIK 0002068217
$3M153K2.68%Q1 202612
Karpus Management, Inc.
CIK 0001048703
$3M135K0.09%Q1 202613
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M128K0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M114K0.00%Q1 202615
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M109K0.02%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$2M90K0.00%Q1 202617
Creative Planning
CIK 0001540235
$2M80K0.00%Q1 202618
Clear Point Advisors Inc.
CIK 0002010474
$2M26K1.22%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$1M73K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M61K0.00%Q1 2026
Page 1 of 4
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