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First Trust Commercial Mortgage Opportunities ETF
CAAA

Overview Fund Activity

13 hedge funds and large institutions have $16.1M invested in First Trust Commercial Mortgage Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$5.76M
2
IAN
2
Integrated Advisors Network
Texas
$2.93M
3
SFB
3
STAR Financial Bank
Indiana
$2.13M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.47M
5
FFA
5
Farther Finance Advisors
California
$1.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
1
Prospera Financial Services
Texas
$5.76M 281,306 +281,306 New
IAN
2
Integrated Advisors Network
Texas
$2.93M 143,251 +143,251 New
SFB
3
STAR Financial Bank
Indiana
$2.13M 103,880 +103,880 New
First Trust Advisors
4
First Trust Advisors
Illinois
$1.47M 72,000 +36,192 +101%
FFA
5
Farther Finance Advisors
California
$1.16M 56,664 +25,844 +84%
PTP
6
Platform Technology Partners
New York
$899K 43,915 -3,172 -7%
IWA
7
Inspirion Wealth Advisors
Illinois
$661K 32,259 – –
BAM
8
Belpointe Asset Management
Nevada
$435K 21,237 +1,490 +8%
AAS
9
Avantax Advisory Services
Texas
$353K 17,213 -1,028 -6%
ATPW
10
Ashton Thomas Private Wealth
Arizona
$201K 9,818 +9,818 New
GWM
11
Geneos Wealth Management
Colorado
$61.4K 3,000 -1,500 -33%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.2K 1,000 – –
UBS Group
13
UBS Group
Switzerland
$2.23K 109 +109 New
Goldman Sachs
14
Goldman Sachs
New York
– – -100,000 Closed
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
– – -86,921 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– – -34,275 Closed
FTUS
17
Flow Traders U.S.
New York
– – -21,947 Closed
Jane Street
18
Jane Street
New York
– – -21,375 Closed
Bank of America
19
Bank of America
North Carolina
– – -20,000 Closed