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First Trust AAA CMBS ETF

14 hedge funds and large institutions have $9.64M invested in First Trust AAA CMBS ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$2.03M -$1.02M -50,000 -33%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.77M -$1.24M -60,912 -41%
PTP
3
Platform Technology Partners
New York
$958K +$108K +5,303 +13%
First Trust Advisors
4
First Trust Advisors
Illinois
$729K +$729K +35,808 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$697K -$1.74M -85,798 -71%
IWA
6
Inspirion Wealth Advisors
Illinois
$656K -$10.2K -500 -2%
FFA
7
Farther Finance Advisors
California
$628K +$628K +30,820 New
FTUS
8
Flow Traders U.S.
New York
$447K +$447K +21,947 New
Jane Street
9
Jane Street
New York
$435K +$435K +21,375 New
Bank of America
10
Bank of America
North Carolina
$407K -$2.64M -130,000 -87%
BAM
11
Belpointe Asset Management
Nevada
$402K +$145K +7,138 +57%
AAS
12
Avantax Advisory Services
Texas
$371K -$105K -5,185 -22%
GWM
13
Geneos Wealth Management
Colorado
$91.6K +$61.1K +3,000 +200%
Osaic Holdings
14
Osaic Holdings
Arizona
$20.4K
MSU
15
Mizuho Securities USA
New York
-$973K -48,226 Closed