CAAA Institutional Ownership
First Trust AAA CMBS ETF
1W: -0.1%
1M: -1.6%
3M: -2.8%
YTD: -2.8%
1Y: -3.2%
$19.78
+0.05 (+0.25%)
Weekly Expected Move ±0.5%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CAAA
22
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
1
New Positions
11
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STAR Financial Bank | 626,482 | $12M | +75,370 | +13.7% | 5Q | SEC ↗ |
| 2 | Prospera Financial Services Inc | 295,916 | $6M | +8,172 | +2.8% | 5Q | SEC ↗ |
| 3 | Platform Technology Partners | 169,633 | $3M | +75,326 | +79.9% | 7Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 137,011 | $3M | +123,877 | +943.2% | 2Q | SEC ↗ |
| 5 | Farther Finance Advisors, LLC | 77,040 | $2M | +13,812 | +21.8% | 6Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 67,790 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 54,601 | $1M | -31,309 | -36.4% | 2Q | SEC ↗ |
| 8 | INSPIRION WEALTH ADVISORS, LLC | 29,959 | $593K | -400 | -1.3% | 8Q | SEC ↗ |
| 9 | Fearless Solutions, LLC dba Best Inves | 29,212 | $578K | +7,300 | +33.3% | 3Q | SEC ↗ |
| 10 | Belpointe Asset Management LLC | 24,765 | $490K | -3,242 | -11.6% | 9Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 14,884 | $294K | +1,316 | +9.7% | 2Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 13,289 | $263K | -42,455 | -76.2% | 4Q | SEC ↗ |
| 13 | United Advisor Group, LLC | 12,480 | $247K | +2,604 | +26.4% | 2Q | SEC ↗ |
| 14 | Ashton Thomas Private Wealth, LLC | 11,042 | $218K | +1,224 | +12.5% | 5Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 6,122 | $121K | +1,102 | +22.0% | 7Q | SEC ↗ |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 3,750 | $74K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Financial Network Wealth Advisors LLC | 3,312 | $66K | -114 | -3.3% | 3Q | SEC ↗ |
| 18 | Geneos Wealth Management Inc. | 3,000 | $59K | — | +0.0% | 7Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 968 | $19K | — | +0.0% | 4Q | SEC ↗ |
| 20 | UBS Group AG | 215 | $4K | +203 | +1691.7% | 5Q | SEC ↗ |
| 21 | Rossby Financial, LCC | 49 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 22 | Bank of Jackson Hole Trust | 0 | $0K | -244 | -100.0% | 2Q | SEC ↗ |
| 23 | Integrated Advisors Network LLC | 0 | $0K | -67,470 | -100.0% | 3Q | SEC ↗ |
| 24 | FLOW TRADERS U.S. LLC | 0 | $0K | -23,056 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,750 | $74K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Integrated Advisors Network LLC | 67,470 | $1M |
| FLOW TRADERS U.S. LLC | 23,056 | $456K |
| Bank of Jackson Hole Trust | 244 | $5K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +123,877 | +943.2% | 137,011 |
| STAR Financial Bank | +75,370 | +13.7% | 626,482 |
| Platform Technology Partners | +75,326 | +79.9% | 169,633 |
| Farther Finance Advisors, LLC | +13,812 | +21.8% | 77,040 |
| Prospera Financial Services Inc | +8,172 | +2.8% | 295,916 |
| Fearless Solutions, LLC dba Best In | +7,300 | +33.3% | 29,212 |
| United Advisor Group, LLC | +2,604 | +26.4% | 12,480 |
| JANE STREET GROUP, LLC | +1,316 | +9.7% | 14,884 |
| Ashton Thomas Private Wealth, LLC | +1,224 | +12.5% | 11,042 |
| OSAIC HOLDINGS, INC. | +1,102 | +22.0% | 6,122 |
| UBS Group AG | +203 | +1691.7% | 215 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -42,455 | -76.2% | 13,289 |
| Kestra Advisory Services, LLC | -31,309 | -36.4% | 54,601 |
| Belpointe Asset Management LLC | -3,242 | -11.6% | 24,765 |
| INSPIRION WEALTH ADVISORS, LLC | -400 | -1.3% | 29,959 |
| Financial Network Wealth Advisors L | -114 | -3.3% | 3,312 |