13FBOX
FIRST TR ENHANCED EQUITY COM · 13F Institutional Holdings
Options Calculator Rankings
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FIRST TR ENHANCED EQUITY COM

FFA
Institutions
159
Combined AUM (Q2 2026)
$513.4M
Combined Shares (Q2 2026)
22.4M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+2.6M
105 institutions added · 25 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-1.4M
46 institutions reduced · 14 exits
Est. sell amount
⚖️ Net Share Change
+1.2M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$513.4M
Institutions
159
New Buys
25
Adds
80
Reduces
32
Exits
14
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#123$40.6M1.8M$37.0M1.7M+93,995+5.46%Add
LPL Financial LLC
0.01%0.01%#99$40.3M1.8M$31.0M1.4M+312,888+21.75%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#100$33.4M1.5M$28.6M1.3M+122,149+9.17%Add
Steward Partners Investment Advisory, LLC
0.15%0.14%#35$30.3M1.3M$26.9M1.2M+74,942+6.05%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#67$26.5M1.1M$24.8M1.1M+3,305+0.29%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#118$19.5M850,740$18.2M853,975-3,235-0.38%Reduce
STIFEL FINANCIAL CORP
0.02%0.02%#87$18.8M814,064$19.3M889,283-75,219-8.46%Reduce
Cetera Investment Advisers
0.02%0.02%#83$18.2M790,556$15.5M716,851+73,705+10.28%Add
STEPHENS INC /AR/
0.18%0.18%#33$15.7M678,876$14.3M660,624+18,252+2.76%Add
OSAIC HOLDINGS, INC.
0.02%0.01%#85$13.9M601,417$9.8M456,472+144,945+31.75%Add
ALKEME WEALTH, LLC
5%4.82%#1$13.1M584,911$11.8M579,022+5,889+1.02%Add
Luken Investment Analytics, LLC
4.44%#2$12.7M549,594$00+549,594New Buy
Kestra Advisory Services, LLC
0.04%0.04%#62$12.3M533,545$11.6M535,956-2,411-0.45%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#129$10.2M458,254$10.7M525,215-66,961-12.75%Reduce
Invesco Ltd.
<0.01%<0.01%#136$9.8M439,588$8.6M422,987+16,601+3.92%Add
Capital Investment Advisors, LLC
0.12%0.12%#41$8.9M386,746$8.4M388,329-1,583-0.41%Reduce
Z3 Capital Partners, LLC
1.69%1.89%#9$8.1M349,449$7.5M343,803+5,646+1.64%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#126$7.8M340,399$6.2M290,613+49,786+17.13%Add
Indivisible Partners
0.43%0.61%#17$7.6M329,479$6.9M318,807+10,672+3.35%Add
Shaker Financial Services, LLC
2.3%2.38%#6$7.4M328,741$6.8M334,855-6,114-1.83%Reduce
Snowden Capital Advisors LLC
0.14%0.15%#38$6.0M260,940$5.5M253,090+7,850+3.10%Add
UBS Group AG
<0.01%<0.01%#138$5.9M263,111$5.4M264,477-1,366-0.52%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.28%0.32%#25$5.8M252,242$5.3M244,017+8,225+3.37%Add
HARBOUR INVESTMENTS, INC.
0.08%0.07%#54$5.7M246,950$4.7M218,159+28,791+13.20%Add
Private Advisor Group, LLC
0.02%0.03%#71$5.2M224,221$6.3M288,592-64,371-22.31%Reduce
IFP Advisors, Inc
0.08%0.07%#47$4.7M203,442$3.3M152,918+50,524+33.04%Add
RiverTree Advisors, LLC
2.68%2.45%#4$4.5M196,412$3.9M178,486+17,926+10.04%Add
G&S Capital LLC
1.25%1.37%#11$4.3M186,523$3.9M179,779+6,744+3.75%Add
Janney Montgomery Scott LLC
0.01%0.01%#101$3.8M167,074$3.9M180,747-13,673-7.56%Reduce
North Star Investment Management Corp.
0.21%0.22%#31$3.8M171,184$3.6M178,517-7,333-4.11%Reduce
Advisory Advocates, LLC
3.09%3.33%#3$3.6M156,166$3.3M150,316+5,850+3.89%Add
INTEGRITY ALLIANCE, LLC.
0.11%0.1%#42$3.5M149,469$2.7M126,684+22,785+17.99%Add
Smith Asset Management Co., LLC
2.63%2.68%#5$3.3M149,777$3.1M153,242-3,465-2.26%Reduce
Integrated Wealth Concepts LLC
0.02%0.02%#86$3.2M140,582$2.6M121,948+18,634+15.28%Add
Karpus Management, Inc.
0.09%0.09%#46$3.0M134,313$2.8M134,930-617-0.46%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#128$3.0M128,579$2.7M125,305+3,274+2.61%Add
MTM Investment Management, LLC
0.73%0.75%#15$2.6M110,960$2.4M108,540+2,420+2.23%Add
Stonebridge Financial Planning Group, LLC
0.76%0.77%#14$2.4M103,280$2.1M96,819+6,461+6.67%Add
Delta Investment Management, LLC
0.39%0.36%#18$2.4M102,998$2.0M91,646+11,352+12.39%Add
RFG Advisory, LLC
0.04%0.03%#65$2.3M99,073$1.5M69,137+29,936+43.30%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.07%0.12%#55$2.1M93,218$1.7M77,424+15,794+20.40%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#121$2.1M95,323$1.8M90,312+5,011+5.55%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#147$2.1M92,721$1.1M52,517+40,204+76.55%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.01%#74$2.0M88,459$1.1M48,592+39,867+82.04%Add
GUGGENHEIM CAPITAL LLC
0.01%0.02%#90$2.0M90,264$2.6M127,891-37,627-29.42%Reduce
Elevation Advisory Partners LLC
1.98%1.53%#7$2.0M86,046$1.6M73,138+12,908+17.65%Add
VIMA LLC
1.86%#8$1.9M83,358$00+83,358New Buy
Gladstone Institutional Advisory LLC
0.06%0.07%#56$1.9M80,125$1.8M80,904-779-0.96%Reduce
CHIRON CAPITAL MANAGEMENT, LLC
1.65%1.83%#10$1.8M79,663$1.8M82,448-2,785-3.38%Reduce
Creative Planning
<0.01%<0.01%#133$1.7M78,215$1.6M79,728-1,513-1.90%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow