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Disclosery

FFA FIRST TR ENHANCED EQUITY

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COM (fund), issuer CIK 1291334

64 managers (65 13F filers) reported a position in FFA shares at 2026-03-31, 6,512,429 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
64
13F filers
65
New
7
Added
27
Reduced
17
Sold out
10
Shares held by filers
6,512,429

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,782,851$36.4M<0.01%+32,97813F-HRTimelineGroup
ALKEME WEALTH, LLC579,022$11.8M4.82%+4,79613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN525,213$10.7M<0.01%+15,60013F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.422,987$8.63M<0.01%+7,85313F-HRTimelineGroup
Shaker Financial Services, LLC334,855$6.83M2.38%+48,27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,863$5.51M<0.01%+7,57313F-HRTimelineGroup
UBS Group AGin group UBS Group AG264,477$5.4M<0.01%-11,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA260,072$5.3M<0.01%+15,24113F-HRTimelineGroup
North Star Investment Management Corp.178,517$3.64M0.22%-6,02613F-HRTimeline
LPL Financial LLC172,002$3.51M<0.01%-4,07313F-HRTimeline
Smith Asset Management Co., LLC153,242$3.13M2.68%-42613F-HRTimeline
Karpus Management, Inc.134,930$2.75M0.09%-7,25013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC127,891$2.61M0.02%-48,64713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,108$2.33M<0.01%+32,50913F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC109,223$2.23M0.03%+46,70613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,312$1.84M<0.01%+11,76613F-HRTimelineGroup
Creative Planningin group Creative Planning79,728$1.63M<0.01%-4513F-HRTimelineGroup
Clear Point Advisors Inc.26,385$1.58M1.23%new13F-HRTimeline
Integrated Wealth Concepts LLC73,429$1.5M0.01%+3,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,154$1.25M<0.01%-63513F-HRTimelineGroup
PMG Family Office LLC57,847$1.18M1.32%+67813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,517$1.07M<0.01%-8,22613F-HR/ATimelineGroup
Waverly Advisors, LLC48,892$997K0.01%+3,20013F-HRTimeline
Advisors Asset Management, Inc.41,132$839K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,331$782K+2,756Timeline
D.A. DAVIDSON & CO.37,736$770K<0.01%-2,85613F-HRTimeline
&PARTNERS32,978$673K<0.01%-90713F-HRTimeline
Steward Partners Investment Advisory, L…30,597$624K<0.01%+413F-HRTimeline
Centurion Wealth Management LLC27,827$568K0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…26,297$536K<0.01%+4613F-HRTimeline
Aurora Private Wealth, Inc.24,233$534K0.38%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,350$517K<0.01%-37013F-HRTimeline
Opal Wealth Advisors, LLC21,116$431K0.1%-66013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,328$415K<0.01%+1,17613F-HRTimelineGroup
CWM, LLCin group CWM, LLC19,374$395K<0.01%+4,72513F-HRTimelineGroup
Janney Montgomery Scott LLC19,322$394K<0.01%-2,19113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,260$352K<0.01%+5713F-HRTimelineGroup
Logan Stone Capital, LLC16,703$341K0.09%-2,06413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP16,589$338K0.02%-21,74613F-HRTimeline
Cetera Investment Advisers15,591$318K<0.01%+14613F-HRTimeline
Koshinski Asset Management, Inc.14,812$302K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,081$287K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC13,117$268K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,813$265K0.02%+2113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC12,666$258K0.06%+2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,626$258K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC12,130$247K<0.01%013F-HR/ATimeline
Proactive Wealth Strategies LLC11,598$237K0.04%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,482$234K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc10,260$209K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,891$181K<0.01%+1513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,034$164K<0.01%+1,89413F-HRTimelineGroup
Axiom Investment Management LLC5,795$118K0.09%13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,456$90.9K<0.01%+60013F-HRTimeline
Global Assets Advisory, LLC2,000$40.8K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,600$33.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,351$27.6K<0.01%+20113F-HRTimeline
CENTRAL TRUST Co1,000$20.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP960$18.9K<0.01%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…900$18.4K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc656$13.4K<0.01%+1213F-HRTimeline
Strategic Wealth Partners, Ltd.402$8.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300$5.89K<0.01%013F-HR/ATimelineGroup
Key Financial Inc218$4.45K<0.01%013F-HRTimeline