Kestra Advisory Services’s First Trust AAA CMBS ETF CAAA Stock Holding History

Kestra Advisory 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	$1.74M	Buy	+85,910	New	+$1.76M	0.01%	1386

Other funds holding CAAA

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

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

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

First Trust Advisors

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

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

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

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

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

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

Kestra Advisory Services's CAAA Position: Q1 2026 in Review

Kestra Advisory Services opened a new position in First Trust AAA CMBS ETF (CAAA) in Q1 2026: 85,910 shares worth $1.74M. The stake represents 0.01% of the portfolio and ranks #1386 among its holdings.

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

Kestra Advisory Services held 85,910 shares of First Trust AAA CMBS ETF worth $1.74M as of Q1 2026.
First Trust AAA CMBS ETF was a new Kestra Advisory Services position in Q1 2026.
First Trust AAA CMBS ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1386 holding.
21 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.