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Disclosery

FFA FIRST TR ENHANCED EQUITY

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COM (common), issuer CIK 1291334

71 managers (72 13F filers) reported a position in FFA shares at 2026-06-30, 6,520,074 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
71
13F filers
72
New
8
Added
29
Reduced
19
Sold out
2
Shares held by filers
6,520,074

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,809,892$40.5M<0.01%+27,04113F-HRTimelineGroup
ALKEME WEALTH, LLC584,911$13.1M5%+5,88913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN457,317$10.2M<0.01%-67,89613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.439,588$9.83M<0.01%+16,60113F-HRTimelineGroup
Shaker Financial Services, LLC328,741$7.35M2.3%-6,11413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,345$6.51M<0.01%+21,48213F-HRTimelineGroup
UBS Group AGin group UBS Group AG263,111$5.88M<0.01%-1,36613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,576$5.45M<0.01%-16,49613F-HRTimelineGroup
LPL Financial LLC175,161$3.92M<0.01%+3,15913F-HRTimeline
North Star Investment Management Corp.171,184$3.83M0.21%-7,33313F-HRTimeline
Smith Asset Management Co., LLC149,777$3.35M2.63%-3,46513F-HRTimeline
Karpus Management, Inc.134,313$3M0.09%-61713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC117,567$2.63M<0.01%+3,45913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,323$2.13M<0.01%+5,01113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC90,264$2.02M0.01%-37,62713F-HRTimelineGroup
Creative Planningin group Creative Planning78,215$1.75M<0.01%-1,51313F-HRTimelineGroup
Integrated Wealth Concepts LLC75,194$1.68M0.01%+1,76513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC74,570$1.67M0.02%-34,65313F-HRTimelineGroup
Advisors Asset Management, Inc.69,490$1.55M0.02%+28,35813F-HRTimeline
PMG Family Office LLC58,460$1.31M1.2%+61313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,896$1.23M<0.01%+2,37913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,855$1.09M<0.01%-12,29913F-HRTimelineGroup
Heritage Wealth Management, Inc.48,756$1.09M0.27%new13F-HRTimeline
Waverly Advisors, LLC47,089$1.05M0.01%-1,80313F-HRTimeline
D.A. DAVIDSON & CO.40,998$917K0.01%+3,26213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,986$872K+655Timeline
&PARTNERS35,041$784K<0.01%+2,06313F-HRTimeline
Global Retirement Partners, LLC32,919$736K0.01%13F-HRTimeline
Cambridge Investment Research Advisors,…30,046$672K<0.01%+3,74913F-HR/ATimeline
Centurion Wealth Management LLC27,827$622K0.15%013F-HRTimeline
Aurora Private Wealth, Inc.25,128$562K0.36%+89513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,458$480K<0.01%+1,13013F-HRTimelineGroup
Opal Wealth Advisors, LLC20,626$461K0.1%-49013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,386$456K<0.01%-4,96413F-HRTimeline
Janney Montgomery Scott LLC19,643$439K<0.01%+32113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,042$403K0.01%new13F-HRTimeline
Cetera Investment Advisers17,959$402K<0.01%+2,36813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,036$381K<0.01%-22413F-HRTimelineGroup
Logan Stone Capital, LLC16,899$378K0.08%+19613F-HRTimeline
Koshinski Asset Management, Inc.14,812$331K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,097$315K<0.01%+1613F-HRTimelineGroup
Sanctuary Advisors, LLC13,117$293K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,832$286K0.02%+1913F-HRTimeline
Miller Financial Services LLC12,635$283K0.23%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,626$282K<0.01%013F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC12,106$271K0.05%-56013F-HR/ATimeline
Proactive Wealth Strategies LLC11,802$264K0.04%+20413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,482$257K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc10,260$229K<0.01%013F-HRTimeline
NewEdge Advisors, LLC10,130$227K<0.01%-2,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,010$224K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP9,901$221K0.01%-6,68813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,792$219K<0.01%new13F-HRTimelineGroup
Keystone Financial Group9,374$210K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,905$199K<0.01%+1413F-HRTimelineGroup
Institute for Wealth Management, LLC.8,754$196K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,034$180K<0.01%013F-HRTimelineGroup
Axiom Investment Management LLC6,438$144K0.1%+64313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,394$143K0.02%+5,04313F-HRTimeline
HARBOUR INVESTMENTS, INC.4,456$99.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,000$89.4K<0.01%-26,59713F-HRTimeline
Farther Finance Advisors, LLC1,600$35.8K<0.01%013F-HRTimeline
Allied Private Wealth LLC1,132$25.5K0.02%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,175$25.5K<0.01%+21513F-HRTimelineGroup
CENTRAL TRUST Co1,000$22.4K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…900$20.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc668$14.9K<0.01%+1213F-HRTimeline
Strategic Wealth Partners, Ltd.402$8.99K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300$6.6K<0.01%013F-HRTimelineGroup
Key Financial Inc218$4.87K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC133$2.97K<0.01%new13F-HRTimeline