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First Trust Enhan Eqty Inc (FFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alkeme Wealth, LLC
INCREASED
Shares585,966 from 584,911
Change+1,055 (+0%)
Value$13.0M (-$46.7K)
Filed 2026-10-08
Shaker Financial Services, LLC
DECREASED
Shares279,892 from 328,741
Change-48,849 (-15%)
Value$6.2M (-$1.1M)
Filed 2026-10-14
North Star Investment Management Corp.
DECREASED
Shares167,433 from 171,184
Change-3,751 (-2%)
Value$3.7M (-$104.0K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares165,723 from 175,161
Change-9,438 (-5%)
Value$3.7M (-$230.9K)
Filed 2026-11-06
Smith Asset Management Co., LLC
DECREASED
Shares146,891 from 149,777
Change-2,886 (-2%)
Value$3.3M (-$82.2K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares98,468 from 95,323
Change+3,145 (+3%)
Value$2.2M (+$58.5K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares71,126 from 78,215
Change-7,089 (-9%)
Value$1.6M (-$167.0K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares58,846 from 58,460
Change+386 (+1%)
Value$1.3M (+$1.6K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares48,306 from 48,756
Change-450 (-1%)
Value$1.1M (-$15.9K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares42,395 from 40,998
Change+1,397 (+3%)
Value$942.9K (+$26.1K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,497 from 30,046
Change+451 (+2%)
Value$678.0K (+$6.0K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares27,826 from 27,827
Change-1 (0%)
Value$618.9K (-$3.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares25,618 from 24,925
Change+693 (+3%)
Value$569.7K (+$12.4K)
Filed 2026-11-06
Aurora Private Wealth, Inc.
INCREASED
Shares25,605 from 25,128
Change+477 (+2%)
Value$569.0K (+$7.0K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
DECREASED
Shares20,077 from 20,626
Change-549 (-3%)
Value$446.5K (-$14.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares19,179 from 20,386
Change-1,207 (-6%)
Value$426.6K (-$29.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares17,924 from 14,061
Change+3,863 (+27%)
Value$398.6K (+$84.2K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED
Shares14,812 from 14,812
Change0 (0%)
Value$329.4K (-$1.8K)
Filed 2026-10-29
Miller Financial Services LLC
INCREASED
Shares14,635 from 12,635
Change+2,000 (+16%)
Value$325.5K (+$43.0K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares13,483 from 14,097
Change-614 (-4%)
Value$299.9K (-$15.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares10,728 from 12,832
Change-2,104 (-16%)
Value$238.2K (-$48.0K)
Filed 2026-11-02
CIBC Asset Management Inc
UNCHANGED
Shares10,260 from 10,260
Change0 (0%)
Value$228.2K (-$1.2K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares9,575
Change+9,575
Value$210
Filed 2026-11-03
Wolverine Asset Management LLC
DECREASED
Shares8,541 from 74,570
Change-66,029 (-89%)
Value$190.0K (-$1.5M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares8,034 from 8,034
Change0 (0%)
Value$178.7K (-$964)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,975 from 6,394
Change+581 (+9%)
Value$155.1K (+$12.2K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares1,700 from 1,600
Change+100 (+6%)
Value$37.8K (+$2.0K)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares1,295
Change+1,295
Value$28.8K
Filed 2026-10-21
Central Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$22.2K (-$120)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$20.0K (-$108)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$4.8K (-$26)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$3.0K (-$16)
Filed 2026-10-19
Mission Wealth Management, LP
CLOSED
Shares0 from 18,042
Change-18,042 (-100%)
Value$0 (-$403.4K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 8,754
Change-8,754 (-100%)
Value$0 (-$195.7K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 6,438
Change-6,438 (-100%)
Value$0 (-$144.0K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,809,892
Change-1,809,892 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 457,317
Change-457,317 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 439,588
Change-439,588 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 291,345
Change-291,345 (-100%)
Value—
UBS Group AG
N/A
Shares— from 263,111
Change-263,111 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 243,576
Change-243,576 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 134,313
Change-134,313 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 117,567
Change-117,567 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 90,264
Change-90,264 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 70,723
Change-70,723 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 69,490
Change-69,490 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 54,896
Change-54,896 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,855
Change-48,855 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 47,089
Change-47,089 (-100%)
Value—
&partners
N/A
Shares— from 35,041
Change-35,041 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,919
Change-32,919 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,458
Change-21,458 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,643
Change-19,643 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,775
Change-16,775 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,117
Change-13,117 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 12,626
Change-12,626 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,106
Change-12,106 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 11,802
Change-11,802 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 402
Change-402 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
Alkeme Wealth, LLC
INCREASED585,966584,911+1,055+0%$13.1M$13.0M-$46.7K2026-10-08
Shaker Financial Services, LLC
DECREASED279,892328,741-48,849-15%$7.4M$6.2M-$1.1M2026-10-14
North Star Investment Management Corp.
DECREASED167,433171,184-3,751-2%$3.8M$3.7M-$104.0K2026-10-27
LPL Financial LLC
DECREASED165,723175,161-9,438-5%$3.9M$3.7M-$230.9K2026-11-06
Smith Asset Management Co., LLC
DECREASED146,891149,777-2,886-2%$3.3M$3.3M-$82.2K2026-10-16
Truist Financial Corp
INCREASED98,46895,323+3,145+3%$2.1M$2.2M+$58.5K2026-10-30
Creative Planning
DECREASED71,12678,215-7,089-9%$1.7M$1.6M-$167.0K2026-11-02
PMG Family Office LLC
INCREASED58,84658,460+386+1%$1.3M$1.3M+$1.6K2026-10-19
Heritage Wealth Management, Inc.
DECREASED48,30648,756-450-1%$1.1M$1.1M-$15.9K2026-10-28
D.A. Davidson & Co.
INCREASED42,39540,998+1,397+3%$916.7K$942.9K+$26.1K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED30,49730,046+451+2%$672.0K$678.0K+$6.0K2026-11-02
Centurion Wealth Management LLC
DECREASED27,82627,827-10%$622.2K$618.9K-$3.4K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED25,61824,925+693+3%$557.3K$569.7K+$12.4K2026-11-06
Aurora Private Wealth, Inc.
INCREASED25,60525,128+477+2%$562.0K$569.0K+$7.0K2026-10-20
Opal Wealth Advisors, LLC
DECREASED20,07720,626-549-3%$461.2K$446.5K-$14.7K2026-10-16
Commonwealth Equity Services, LLC
DECREASED19,17920,386-1,207-6%$455.8K$426.6K-$29.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED17,92414,061+3,863+27%$314.4K$398.6K+$84.2K2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED14,81214,81200%$331.2K$329.4K-$1.8K2026-10-29
Miller Financial Services LLC
INCREASED14,63512,635+2,000+16%$282.5K$325.5K+$43.0K2026-10-20
Fifth Third Bancorp
DECREASED13,48314,097-614-4%$315.2K$299.9K-$15.3K2026-11-05
International Assets Investment Management, LLC
DECREASED10,72812,832-2,104-16%$286.1K$238.2K-$48.0K2026-11-02
CIBC Asset Management Inc
UNCHANGED10,26010,26000%$229.4K$228.2K-$1.2K2026-11-05
M Holdings Securities, Inc.
NEW9,575—+9,575——$210—2026-11-03
Wolverine Asset Management LLC
DECREASED8,54174,570-66,029-89%$1.7M$190.0K-$1.5M2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED8,0348,03400%$179.6K$178.7K-$9642026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED6,9756,394+581+9%$143.0K$155.1K+$12.2K2026-10-29
Farther Finance Advisors, LLC
INCREASED1,7001,600+100+6%$35.8K$37.8K+$2.0K2026-10-08
Assetmark, Inc
NEW1,295—+1,295——$28.8K—2026-10-21
Central Trust Co
UNCHANGED1,0001,00000%$22.4K$22.2K-$1202026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED90090000%$20.1K$20.0K-$1082026-10-13
Key FInancial Inc
UNCHANGED21821800%$4.9K$4.8K-$262026-11-02
Highline Wealth Partners LLC
UNCHANGED13313300%$3.0K$3.0K-$162026-10-19
Mission Wealth Management, LP
CLOSED018,042-18,042-100%$403.4K$0-$403.4K2026-10-15
Institute for Wealth Management, Llc.
CLOSED08,754-8,754-100%$195.7K$0-$195.7K2026-11-06
Axiom Investment Management LLC
CLOSED06,438-6,438-100%$144.0K$0-$144.0K2026-11-03
AdvisorNet Financial, Inc
CLOSED0668-668-100%$14.9K$0-$14.9K2026-10-15
Morgan Stanley
N/A—1,809,892-1,809,892-100%$40.5M———
Wells Fargo & Company
N/A—457,317-457,317-100%$10.2M———
Invesco Ltd.
N/A—439,588-439,588-100%$9.8M———
Raymond James Financial Inc
N/A—291,345-291,345-100%$6.5M———
UBS Group AG
N/A—263,111-263,111-100%$5.9M———
Royal Bank of Canada
N/A—243,576-243,576-100%$5.4M———
Karpus Management, Inc.
N/A—134,313-134,313-100%$3.0M———
Envestnet Asset Management Inc
N/A—117,567-117,567-100%$2.6M———
Guggenheim Capital LLC
N/A—90,264-90,264-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—70,723-70,723-100%$1.6M———
Advisors Asset Management, Inc.
N/A—69,490-69,490-100%$1.6M———
Ameriprise Financial Inc
N/A—54,896-54,896-100%$1.2M———
Osaic Holdings, Inc.
N/A—48,855-48,855-100%$1.1M———
Waverly Advisors, LLC
N/A—47,089-47,089-100%$1.1M———
&partners
N/A—35,041-35,041-100%$783.5K———
Global Retirement Partners, LLC
N/A—32,919-32,919-100%$736.1K———
Bank of America Corp
N/A—21,458-21,458-100%$479.8K———
Janney Montgomery Scott LLC
N/A—19,643-19,643-100%$439.0K———
Cetera Investment Advisers
N/A—17,959-17,959-100%$401.6K———
Benjamin Edwards Inc
N/A—17,036-17,036-100%$380.9K———
Logan Stone Capital, LLC
N/A—16,899-16,899-100%$377.9K———
BFC Planning, Inc.
N/A—16,775-16,775-100%$375.1K———
Sanctuary Advisors, LLC
N/A—13,117-13,117-100%$293.3K———
Brown Brothers Harriman & Co
N/A—12,626-12,626-100%$282.3K———
West Michigan Advisors, LLC
N/A—12,106-12,106-100%$270.7K———
Proactive Wealth Strategies LLC
N/A—11,802-11,802-100%$263.9K———
Two Sigma Investments, LP
N/A—11,482-11,482-100%$256.7K———
NewEdge Advisors, LLC
N/A—10,130-10,130-100%$226.5K———
Stifel Financial Corp
N/A—10,010-10,010-100%$223.8K———
Readystate Asset Management LP
N/A—9,901-9,901-100%$221.4K———
XTX Topco Ltd
N/A—9,792-9,792-100%$218.9K———
Keystone Financial Group
N/A—9,374-9,374-100%$209.6K———
Rockefeller Capital Management L.P.
N/A—8,905-8,905-100%$199.1K———
Harbour Investments, Inc.
N/A—4,456-4,456-100%$99.6K———
Steward Partners Investment Advisory, LLC
N/A—4,000-4,000-100%$89.4K———
Jones Financial Companies Lllp
N/A—1,175-1,175-100%$25.5K———
Allied Private Wealth LLC
N/A—1,132-1,132-100%$25.5K———
Strategic Wealth Partners, Ltd.
N/A—402-402-100%$9.0K———
JPMorgan Chase & Co
N/A—300-300-100%$6.6K———
Showing 75 of 75 institutions