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Disclosery

FFA FIRST TR ENHANCED EQUITY

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COM (fund), issuer CIK 1291334

64 managers (64 13F filers) reported a position in FFA shares at 2025-03-31, 6,147,064 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
64
New
4
Added
26
Reduced
19
Sold out
4
Shares held by filers
6,147,064

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,578,924$30.5M<0.01%+45,40913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN620,752$12M<0.01%+2,01913F-HRTimelineGroup
ALKEME WEALTH, LLC532,214$10.3M4.61%+3,18713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.364,676$7.05M<0.01%+6,85013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC320,836$6.2M0.06%-54,24613F-HRTimelineGroup
UBS Group AGin group UBS Group AG268,899$5.2M<0.01%-12,29413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,292$5.09M<0.01%-2,91813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,504$4.78M<0.01%-1,70113F-HRTimelineGroup
North Star Investment Management Corp.178,828$3.45M0.25%+8,98613F-HRTimeline
Karpus Management, Inc.174,631$3.37M0.11%-24,11013F-HRTimeline
Smith Asset Management Co., LLC163,234$3.15M2.97%-2,70713F-HRTimeline
LPL Financial LLC156,684$3.03M<0.01%+6,70613F-HRTimeline
Integrated Wealth Concepts LLC146,587$2.83M0.03%+74,75413F-HRTimeline
Shaker Financial Services, LLC91,456$1.77M0.69%-27,68613F-HRTimeline
Creative Planningin group Creative Planning76,094$1.47M<0.01%-4,26613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC73,204$1.41M<0.01%+6,95313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,189$1.32M<0.01%+26513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,389$1.15M<0.01%-8,94613F-HRTimelineGroup
Heritage Wealth Management, Inc.55,542$1.07M0.37%-1,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,997$947K<0.01%+25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,977$908K<0.01%+80013F-HRTimelineGroup
Waverly Advisors, LLC46,142$891K0.01%-10913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC42,186$815K0.02%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…34,700$670K0.01%+37513F-HRTimeline
Cornerstone Advisors, LLC33,527$648K0.03%+77313F-HRTimeline
Centurion Wealth Management LLC27,827$576K0.18%013F-HRTimeline
&PARTNERS27,196$527K0.01%+92313F-HRTimeline
Compound Planning, Inc.26,785$517K0.02%+4,12913F-HRTimeline
Cambridge Investment Research Advisors,…25,555$494K<0.01%+15713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC23,894$462K0.01%+1,41113F-HRTimelineGroup
Janney Montgomery Scott LLC23,811$460K<0.01%-90013F-HRTimeline
Aurora Private Wealth, Inc.22,998$444K0.35%+41313F-HR/ATimeline
Opal Wealth Advisors, LLC22,001$425K0.13%-52113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC21,060$407K0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.20,956$405K<0.01%+1,08313F-HRTimeline
WEST BANCORPORATION INC16,006$309K0.21%-61513F-HRTimeline
Koshinski Asset Management, Inc.15,612$302K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,583$301K<0.01%-1,99013F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,649$283K<0.01%013F-HRTimelineGroup
COMERICA BANK14,455$279K<0.01%+1513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,910$269K0.09%-47313F-HRTimeline
NewEdge Advisors, LLC13,393$259K<0.01%-1,30013F-HRTimeline
Moloney Securities Asset Management, LLC12,724$246K0.03%+18013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,479$241K<0.01%+1,96213F-HRTimelineGroup
Sanctuary Advisors, LLC11,769$227K<0.01%-5,40013F-HRTimeline
Cetera Investment Advisers10,738$207K<0.01%+1613F-HRTimeline
Certified Advisory Corp10,717$207K0.02%+6813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,520$203K0.02%-17413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,581$127K<0.01%+82913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,291$122K<0.01%013F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.5,324$103K0.08%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3,731$72.1K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,492$67.5K<0.01%013F-HRTimeline
Larson Financial Group LLC3,325$64.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,855$55.2K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,768$36.6K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC1,880$36.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,600$31.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc611$11.8K<0.01%+1113F-HRTimeline
CoreCap Advisors, LLC536$10.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC450$8.69K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300$5.8K<0.01%013F-HRTimelineGroup
Key Financial Inc218$4.21K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.