Prospera Financial Services’s First Trust AAA CMBS ETF CAAA Stock Holding History

Prospera Financial 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 Q2	$6.01M	Buy	295,916 +8,172	+3%	+$166K	0.09%	242
2026 Q1	$5.84M	Sell	287,744 -9,195	-3%	-$188K	0.09%	238
2025 Q4	$6.09M	Buy	296,939 +1,941	+0.7%	+$39.9K	0.1%	210
2025 Q3	$6.05M	Buy	294,998 +13,692	+5%	+$281K	0.1%	215
2025 Q2	$5.76M	Buy	+281,306	New	+$5.71M	0.11%	204

Other funds holding CAAA

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

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

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Prospera Financial Services's CAAA Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust AAA CMBS ETF (CAAA) stake by 2.8% in Q2 2026, buying an estimated $166K and bringing the position to 295,916 shares worth $6.01M. The position accounts for 0.09% of the portfolio, ranked #242.

Prospera Financial Services first reported a position in CAAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.09M in Q4 2025. 11 funds tracked by Wall St. Rank hold CAAA as of Q2 2026.

Prospera Financial Services held 295,916 shares of First Trust AAA CMBS ETF worth $6.01M as of Q2 2026.
Prospera Financial Services bought 8,172 First Trust AAA CMBS ETF shares in Q2 2026, an estimated $166K.
First Trust AAA CMBS ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #242 holding.
Prospera Financial Services first reported a position in First Trust AAA CMBS ETF in Q2 2025 and has held it in 5 quarters since.
Prospera Financial Services's First Trust AAA CMBS ETF position peaked at $6.09M in Q4 2025.
11 funds tracked by Wall St. Rank held First Trust AAA CMBS ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.