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 Q3	$61.6K	Sell	3,126 -186	-6%	-$3.74K	0.06%	240
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

STAR Financial Bank Fort Wayne, Indiana $248M AUM 10.38% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Financial Network Wealth Advisors's CAAA Position: Q3 2026 in Review

Financial Network Wealth Advisors reduced its First Trust AAA CMBS ETF (CAAA) stake by 5.6% in Q3 2026, selling an estimated $3.74K and leaving 3,126 shares worth $61.6K. The position accounts for 0.06% of the portfolio, ranked #240.

Financial Network Wealth Advisors first reported a position in CAAA in Q4 2025 and has held it in 4 quarters since. The position peaked at $69.6K in Q1 2026. 20 funds tracked by Wall St. Rank hold CAAA as of Q3 2026.

Financial Network Wealth Advisors held 3,126 shares of First Trust AAA CMBS ETF worth $61.6K as of Q3 2026.
Financial Network Wealth Advisors sold 186 First Trust AAA CMBS ETF shares in Q3 2026, an estimated $3.74K.
First Trust AAA CMBS ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #240 holding.
Financial Network Wealth Advisors first reported a position in First Trust AAA CMBS ETF in Q4 2025 and has held it in 4 quarters since.
Financial Network Wealth Advisors's First Trust AAA CMBS ETF position peaked at $69.6K in Q1 2026.
20 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.