Commonwealth Equity Services’s First Trust AAA CMBS ETF CAAA Stock Holding History

Commonwealth Equity Services’s Portfolio CAAA Stock Details CAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Buy	+13,134	New	+$269K	﹤0.01%	3740

Other funds holding CAAA

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services's CAAA Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in First Trust AAA CMBS ETF (CAAA) in Q1 2026: 13,134 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #3740 among its holdings.

21 funds tracked by Wall St. Rank hold CAAA as of Q1 2026.

Commonwealth Equity Services held 13,134 shares of First Trust AAA CMBS ETF worth $267K as of Q1 2026.
First Trust AAA CMBS ETF was a new Commonwealth Equity Services position in Q1 2026.
First Trust AAA CMBS ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3740 holding.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.