FNWA
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Financial Network Wealth Advisors’s First Trust AAA CMBS ETF CAAA Stock Holding History

Financial Network Wealth 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 		$67.3K Sell
3,312
-114
-3% -$2.32K 0.07% 231
2026
Q1 		$69.6K Buy
3,426
+2,339
+215% +$47.9K 0.07% 221
2025
Q4 		$22.3K Buy
+1,087
New +$22.4K 0.02% 377

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
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

Financial Network Wealth Advisors's CAAA Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its First Trust AAA CMBS ETF (CAAA) stake by 3.3% in Q2 2026, selling an estimated $2.32K and leaving 3,312 shares worth $67.3K. The position accounts for 0.07% of the portfolio, ranked #231.

Financial Network Wealth Advisors first reported a position in CAAA in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.6K in Q1 2026. 11 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

  • Financial Network Wealth Advisors held 3,312 shares of First Trust AAA CMBS ETF worth $67.3K as of Q2 2026.
  • Financial Network Wealth Advisors sold 114 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $2.32K.
  • First Trust AAA CMBS ETF made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Financial Network Wealth Advisors first reported a position in First Trust AAA CMBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Network Wealth Advisors's First Trust AAA CMBS ETF position peaked at $69.6K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.