FIRST TRUST ENHANCED EQUITY INCOME FUND (FFA) — Institutional Holders, Q2 2026
72 institutional investment managers reported a FFA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $145.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FFA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Heritage Wealth ManagementNew · +48,756 sh+$1.1M
- Advisors Asset ManagementAdded · +28,358 sh+$634.1K
- MORGAN STANLEYAdded · +27,041 sh+$604.6K
- RAYMOND JAMES FINANCIALAdded · +21,482 sh+$480.3K
- MISSION WEALTH MANAGEMENTNew · +18,042 sh+$403.4K
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -67,896 sh-$1.5M
- GUGGENHEIM CAPITALTrimmed · -37,627 sh-$841.3K
- WOLVERINE ASSET MANAGEMENTTrimmed · -34,653 sh-$774.8K
- Steward Partners Investment AdvisoryTrimmed · -26,597 sh-$594.7K
- Clear Point AdvisorsSold out · -26,385 sh-$590.0K
FFA 13F holders ranked 1–72 of 72
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,809,892 sh | 1,809,892 | $40.5M | <0.01% | +1.5% |
| 2 | Exeter Financial#2 · 584,911 sh | 584,911 | $13.1M | — | +1.0% |
| 3 | WELLS FARGO & COMPANY#3 · 457,317 sh | 457,317 | $10.2M | <0.01% | -12.9% |
| 4 | Invesco Ltd.#4 · 439,588 sh | 439,588 | $9.8M | <0.01% | +3.9% |
| 5 | Shaker Financial Services#5 · 328,741 sh | 328,741 | $7.4M | — | -1.8% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 291,345 sh | 291,345 | $6.5M | <0.01% | +8.0% |
| 7 | UBS Group AG#7 · 263,111 sh | 263,111 | $5.9M | <0.01% | -0.5% |
| 8 | ROYAL BANK OF CANADA#8 · 243,576 sh | 243,576 | $5.4M | <0.01% | -6.3% |
| 9 | LPL Financial#9 · 175,161 sh | 175,161 | $3.9M | <0.01% | +1.8% |
| 10 | North Star Investment Management#10 · 171,184 sh | 171,184 | $3.8M | 0.21% | -4.1% |
| 11 | Smith Asset Management#11 · 149,777 sh | 149,777 | $3.3M | — | -2.3% |
| 12 | Karpus Management#12 · 134,313 sh | 134,313 | $3.0M | 0.09% | -0.5% |
| 13 | ENVESTNET ASSET MANAGEMENT#13 · 117,567 sh | 117,567 | $2.6M | <0.01% | +3.0% |
| 14 | TRUIST FINANCIAL#14 · 95,323 sh | 95,323 | $2.1M | <0.01% | +5.5% |
| 15 | GUGGENHEIM CAPITAL#15 · 90,264 sh | 90,264 | $2.0M | 0.01% | -29.4% |
| 16 | Creative Planning#16 · 78,215 sh | 78,215 | $1.7M | <0.01% | -1.9% |
| 17 | Integrated Wealth Concepts#17 · 75,194 sh | 75,194 | $1.7M | <0.01% | +2.4% |
| 18 | WOLVERINE ASSET MANAGEMENT#18 · 74,570 sh | 74,570 | $1.7M | 0.01% | -31.7% |
| 19 | Advisors Asset Management#19 · 69,490 sh | 69,490 | $1.6M | 0.02% | +68.9% |
| 20 | PMG Family Office#20 · 58,460 sh | 58,460 | $1.3M | — | +1.1% |
| 21 | AMERIPRISE FINANCIAL#21 · 54,896 sh | 54,896 | $1.2M | <0.01% | +4.5% |
| 22 | OSAIC#22 · 48,855 sh | 48,855 | $1.1M | <0.01% | -20.1% |
| 23 | Heritage Wealth Management#23 · 48,756 sh | 48,756 | $1.1M | 0.27% | New |
| 24 | Waverly Advisors#24 · 47,089 sh | 47,089 | $1.1M | <0.01% | -3.7% |
| 25 | D.A. DAVIDSON#25 · 40,998 sh | 40,998 | $916.7K | <0.01% | +8.6% |
| 26 | WILEY BROS.-AINTREE CAPITAL#26 · 35,041 sh | 35,041 | $783.5K | <0.01% | +6.3% |
| 27 | Global Retirement Partners#27 · 32,919 sh | 32,919 | $736.1K | 0.01% | — |
| 28 | Cambridge Investment Research Advisors#28 · 30,046 sh | 30,046 | $672.0K | <0.01% | +14.3% |
| 29 | Centurion Wealth Management#29 · 27,827 sh | 27,827 | $622.2K | — | 0.0% |
| 30 | Aurora Private Wealth#30 · 25,128 sh | 25,128 | $562.0K | — | +3.7% |
| 31 | KESTRA PRIVATE WEALTH SERVICES#31 · 24,925 sh | 24,925 | $557.3K | <0.01% | +0.1% |
| 32 | BANK OF AMERICA#32 · 21,458 sh | 21,458 | $479.8K | 0.00% | +5.6% |
| 33 | Opal Wealth Advisors#33 · 20,626 sh | 20,626 | $461.2K | — | -2.3% |
| 34 | COMMONWEALTH EQUITY SERVICES#34 · 20,386 sh | 20,386 | $455.8K | <0.01% | -19.6% |
| 35 | Janney Montgomery Scott#35 · 19,643 sh | 19,643 | $439.0K | <0.01% | +1.7% |
| 36 | MISSION WEALTH MANAGEMENT#36 · 18,042 sh | 18,042 | $403.4K | — | New |
| 37 | Cetera Investment Advisers#37 · 17,959 sh | 17,959 | $401.6K | <0.01% | +15.2% |
| 38 | BENJAMIN EDWARDS#38 · 17,036 sh | 17,036 | $380.9K | <0.01% | -1.3% |
| 39 | Logan Stone Capital#39 · 16,899 sh | 16,899 | $377.9K | 0.08% | +1.2% |
| 40 | Koshinski Asset Management#40 · 14,812 sh | 14,812 | $331.2K | 0.02% | 0.0% |
| 41 | FIFTH THIRD BANCORP#41 · 14,097 sh | 14,097 | $315.2K | <0.01% | +0.1% |
| 42 | Kestra Advisory Services#42 · 14,061 sh | 14,061 | $314.4K | <0.01% | +4.6% |
| 43 | Sanctuary Advisors#43 · 13,117 sh | 13,117 | $293.3K | <0.01% | 0.0% |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#44 · 12,832 sh | 12,832 | $286.1K | 0.02% | +0.1% |
| 45 | Miller Financial Services#45 · 12,635 sh | 12,635 | $282.5K | — | New |
| 46 | BROWN BROTHERS HARRIMAN#46 · 12,626 sh | 12,626 | $282.3K | <0.01% | 0.0% |
| 47 | Proactive Wealth Strategies#47 · 11,802 sh | 11,802 | $263.9K | 0.04% | +1.8% |
| 48 | WEST MICHIGAN ADVISORS#48 · 12,666 sh | 12,666 | $258.4K | 0.06% | 0.0% |
| 49 | TWO SIGMA INVESTMENTS#49 · 11,482 sh | 11,482 | $256.7K | <0.01% | 0.0% |
| 50 | CIBC Asset Management#50 · 10,260 sh | 10,260 | $229.4K | <0.01% | 0.0% |
| 51 | NewEdge Advisors#51 · 10,130 sh | 10,130 | $226.5K | <0.01% | -16.5% |
| 52 | STIFEL FINANCIAL#52 · 10,010 sh | 10,010 | $223.8K | <0.01% | New |
| 53 | READYSTATE ASSET MANAGEMENT#53 · 9,901 sh | 9,901 | $221.4K | <0.01% | -40.3% |
| 54 | XTX Topco Ltd#54 · 9,792 sh | 9,792 | $218.9K | <0.01% | New |
| 55 | Keystone Financial Group#55 · 9,374 sh | 9,374 | $209.6K | 0.01% | New |
| 56 | Rockefeller Capital Management L.P.#56 · 8,905 sh | 8,905 | $199.1K | <0.01% | +0.2% |
| 57 | Institute for Wealth Management#57 · 8,754 sh | 8,754 | $195.7K | 0.02% | New |
| 58 | PNC FINANCIAL SERVICES GROUP#58 · 8,034 sh | 8,034 | $179.6K | <0.01% | 0.0% |
| 59 | Axiom Investment Management#59 · 6,438 sh | 6,438 | $144.0K | 0.10% | +11.1% |
| 60 | BLUE BELL PRIVATE WEALTH MANAGEMENT#60 · 6,394 sh | 6,394 | $143.0K | 0.02% | +373.3% |
| 61 | HARBOUR INVESTMENTS#61 · 4,456 sh | 4,456 | $99.6K | <0.01% | 0.0% |
| 62 | Steward Partners Investment Advisory#62 · 4,000 sh | 4,000 | $89.4K | <0.01% | -86.9% |
| 63 | Farther Finance Advisors#63 · 1,600 sh | 1,600 | $35.8K | — | 0.0% |
| 64 | Allied Private Wealth#64 · 1,132 sh | 1,132 | $25.5K | 0.02% | — |
| 65 | JONES FINANCIAL COMPANIES LLLP#65 · 1,175 sh | 1,175 | $25.5K | 0.00% | +22.4% |
| 66 | CENTRAL#66 · 1,000 sh | 1,000 | $22.4K | <0.01% | 0.0% |
| 67 | BEACON INVESTMENT ADVISORY SERVICES#67 · 900 sh | 900 | $20.1K | — | 0.0% |
| 68 | AdvisorNet Financial#68 · 668 sh | 668 | $14.9K | — | +1.8% |
| 69 | Strategic Wealth Partners, Ltd.#69 · 402 sh | 402 | $9.0K | <0.01% | 0.0% |
| 70 | JPMORGAN CHASE#70 · 300 sh | 300 | $6.6K | 0.00% | 0.0% |
| 71 | Key FInancial#71 · 218 sh | 218 | $4.9K | <0.01% | 0.0% |
| 72 | HIGHLINE WEALTH PARTNERS#72 · 133 sh | 133 | $3.0K | — | New |
Funds that sold out of FFA in Q2 2026 (2)
Held FFA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Clear Point Advisors26,385 sh | 26,385 | $1.6M |
| Global Assets Advisory2,000 sh | 2,000 | $40.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.