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First Trust AAA CMBS ETF

19 hedge funds and large institutions have $23.9M invested in First Trust AAA CMBS ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1819 (+1)

1% more capital invested

Capital invested by funds: $23.7M → $23.9M (+$209K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.03% less ownership

Funds ownership: 92.56%86.52% (-6%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
1
STAR Financial Bank
Indiana
$9.04M +$1.94M +94,432 +27%
PFS
2
Prospera Financial Services
Texas
$6.09M +$39.9K +1,941 +0.7%
FFA
3
Farther Finance Advisors
California
$1.55M +$301K +14,619 +24%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.39M -$86.6K -4,210 -6%
IAN
5
Integrated Advisors Network
Texas
$1.38M -$1.56M -75,818 -53%
PTP
6
Platform Technology Partners
New York
$1.22M +$194K +9,410 +19%
FTUS
7
Flow Traders U.S.
New York
$802K +$475K +23,108 +144%
Goldman Sachs
8
Goldman Sachs
New York
$730K -$222K -10,805 -23%
IWA
9
Inspirion Wealth Advisors
Illinois
$623K -$68.2K -3,315 -10%
BAM
10
Belpointe Asset Management
Nevada
$446K +$6.38K +310 +1%
FSBI
11
Fearless Solutions (Best Invest)
Texas
$215K +$216K +10,495 New
ATPW
12
Ashton Thomas Private Wealth
Arizona
$201K
IAIM
13
International Assets Investment Management
Florida
$77.9K +$78.2K +3,800 New
GWM
14
Geneos Wealth Management
Colorado
$61.5K
Osaic Holdings
15
Osaic Holdings
Arizona
$60.7K +$40.4K +1,962 +196%
HI
16
Harbour Investments
Wisconsin
$25.3K +$5.47K +266 +27%
FNWA
17
Financial Network Wealth Advisors
Utah
$22.3K +$22.4K +1,087 New
BOJHT
18
Bank of Jackson Hole Trust
Wyoming
$5K
UBS Group
19
UBS Group
Switzerland
$2.85K -$82 -4 -3%
Jane Street
20
Jane Street
New York
-$839K -40,890 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$313K -15,249 Closed

CAAA Hedge Fund Activity: Q4 2025 in Review

19 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in First Trust AAA CMBS ETF (CAAA) for Q4 2025, worth a combined $23.9M — up 0.88% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CAAA positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was STAR Financial Bank, adding an estimated $1.94M. The largest seller was Integrated Advisors Network, cutting an estimated $1.56M.

  • 19 institutional investors held First Trust AAA CMBS ETF (CAAA) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $23.9M of First Trust AAA CMBS ETF stock for Q4 2025, up 0.88% quarter-over-quarter.
  • 3 funds opened new First Trust AAA CMBS ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
  • The largest First Trust AAA CMBS ETF buyer in Q4 2025 was STAR Financial Bank, an estimated $1.94M added.
  • The largest First Trust AAA CMBS ETF seller in Q4 2025 was Integrated Advisors Network, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2025.