Farther Finance Advisors’s First Trust AAA CMBS ETF CAAA Stock Holding History

Farther Finance Advisors’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 Q2	$1.56M	Buy	77,040 +13,812	+22%	+$281K	0.01%	855
2026 Q1	$1.28M	Sell	63,228 -12,380	-16%	-$254K	0.01%	840
2025 Q4	$1.55M	Buy	75,608 +14,619	+24%	+$301K	0.02%	692
2025 Q3	$1.25M	Buy	60,989 +4,325	+8%	+$88.6K	0.02%	625
2025 Q2	$1.16M	Buy	56,664 +25,844	+84%	+$525K	0.02%	538
2025 Q1	$628K	Buy	+30,820	New	+$625K	0.02%	681

Other funds holding CAAA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

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

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Farther Finance Advisors's CAAA Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust AAA CMBS ETF (CAAA) stake by 22% in Q2 2026, buying an estimated $281K and bringing the position to 77,040 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #855.

Farther Finance Advisors first reported a position in CAAA in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

Farther Finance Advisors held 77,040 shares of First Trust AAA CMBS ETF worth $1.56M as of Q2 2026.
Farther Finance Advisors bought 13,812 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $281K.
First Trust AAA CMBS ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #855 holding.
Farther Finance Advisors first reported a position in First Trust AAA CMBS ETF in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.