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

FIRST TR ENHANCED EQUITY COM

FFA
Institutions
159
Combined AUM (Q2 2026)
$297.6M
Combined Shares (Q2 2026)
13.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
102 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
47 · 14 Exit · ≈
⚖️ Net
-449,906
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$297.6M
Institutions
159
New Buys
25
Adds
77
Reduces
33
Exits
14
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#111$40.5M1.8M$36.9M1.7M+93,668+5.46%Add
STEPHENS INC /AR/
0.18%0.18%#33$15.7M678,876$14.3M660,624+18,252+2.76%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
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#117$10.2M457,317$10.7M525,213-67,896-12.93%Reduce
Invesco Ltd.
<0.01%<0.01%#130$9.8M439,588$8.6M422,987+16,601+3.92%Add
Capital Investment Advisors, LLC
0.12%0.12%#40$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
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
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#115$6.5M291,345$5.5M269,863+21,482+7.96%Add
Snowden Capital Advisors LLC
0.14%0.15%#37$6.0M260,940$5.5M253,090+7,850+3.10%Add
UBS Group AG
<0.01%<0.01%#132$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
ROYAL BANK OF CANADA
<0.01%<0.01%#127$5.4M243,576$5.3M260,072-16,496-6.34%Reduce
Private Advisor Group, LLC
0.02%0.03%#66$5.2M224,221$6.3M288,592-64,371-22.31%Reduce
IFP Advisors, Inc
0.08%0.07%#46$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
LPL Financial LLC
<0.01%<0.01%#125$3.9M175,161$3.5M172,002+3,159+1.84%Add
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%#41$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
Karpus Management, Inc.
0.09%0.09%#45$3.0M134,313$2.8M134,930-617-0.46%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#116$3.0M128,579$2.7M125,305+3,274+2.61%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#137$2.6M117,567$2.3M114,108+3,459+3.03%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%#61$2.3M99,073$1.5M69,137+29,936+43.30%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#109$2.1M95,323$1.8M90,312+5,011+5.55%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.01%#69$2.0M88,459$1.1M48,592+39,867+82.04%Add
GUGGENHEIM CAPITAL LLC
0.01%0.02%#81$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%#53$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%#123$1.7M78,215$1.6M79,728-1,513-1.90%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#100$1.7M75,573$536,00026,297+49,276+187.38%Add
Integrated Wealth Concepts LLC
0.01%0.01%#90$1.7M75,194$1.5M73,429+1,765+2.40%Add
WOLVERINE ASSET MANAGEMENT LLC
0.01%0.02%#80$1.7M74,570$2.2M109,223-34,653-31.73%Reduce
Arax Advisory Partners
0.01%0.04%#84$1.7M72,170$1.4M66,237+5,933+8.96%Add
Advisors Asset Management, Inc.
0.02%0.01%#67$1.6M69,490$839,09341,132+28,358+68.94%Add
Cambridge Advisors Inc.
0.26%0.26%#27$1.5M65,918$1.4M62,897+3,021+4.80%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#64$1.5M64,721$00+64,721New Buy
Trueblood Wealth Management, LLC
0.5%0.48%#16$1.4M62,256$1.2M56,096+6,160+10.98%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#153$1.4M61,682$735,04433,873+27,809+82.10%Add
Golden State Wealth Management, LLC
0.13%#39$1.4M61,012$00+61,012New Buy
SILVER OAK SECURITIES, INCORPORATED
0.08%0.08%#48$1.4M58,605$1.1M51,169+7,436+14.53%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow