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First Trust AAA CMBS ETF
CAAA

Overview Fund Activity

13 hedge funds and large institutions have $16.1M invested in First Trust AAA CMBS 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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
1
Prospera Financial Services
Texas
$5.76M +$5.76M +281,306 New
IAN
2
Integrated Advisors Network
Texas
$2.93M +$2.93M +143,251 New
SFB
3
STAR Financial Bank
Indiana
$2.13M +$2.13M +103,880 New
First Trust Advisors
4
First Trust Advisors
Illinois
$1.47M +$741K +36,192 +101%
FFA
5
Farther Finance Advisors
California
$1.16M +$529K +25,844 +84%
PTP
6
Platform Technology Partners
New York
$899K -$65K -3,172 -7%
IWA
7
Inspirion Wealth Advisors
Illinois
$661K – – –
BAM
8
Belpointe Asset Management
Nevada
$435K +$30.5K +1,490 +8%
AAS
9
Avantax Advisory Services
Texas
$353K -$21.1K -1,028 -6%
ATPW
10
Ashton Thomas Private Wealth
Arizona
$201K +$201K +9,818 New
GWM
11
Geneos Wealth Management
Colorado
$61.4K -$30.7K -1,500 -33%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.2K – – –
UBS Group
13
UBS Group
Switzerland
$2.23K +$2.23K +109 New
Goldman Sachs
14
Goldman Sachs
New York
– -$2.03M -100,000 Closed
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
– -$1.77M -86,921 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$697K -34,275 Closed
FTUS
17
Flow Traders U.S.
New York
– -$447K -21,947 Closed
Jane Street
18
Jane Street
New York
– -$435K -21,375 Closed
Bank of America
19
Bank of America
North Carolina
– -$407K -20,000 Closed