Who Owns First Trust AAA CMBS ETF (CAAA)?Hedge Fund & Institutional Holders

$20.31-0.06 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

20

as of Q4 2025

Total Institutional Value

$9.014000154900011e+80T

% of Float Held

—

QoQ Change in Holders

+8 / -2

Price History

$20.07$20.26$20.45$20.64$20.83Sep 24Jun 25Mar 26

CAAA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
STAR Financial BankIncreased+94K+$1.9B
Platform Technology PartnersNew Position+60K+$1.0B
Belpointe Asset Management LLCNew Position+22K+$446.0M
Farther Finance Advisors, LLCIncreased+15K+$298.0M
Fearless Solutions, LLC dba Best InvestNew Position+10K+$215.0M
Ashton Thomas Private Wealth, LLCNew Position+10K+$201.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+4K+$77.0M
Geneos Wealth Management Inc.New Position+3K+$61.0M
Bank of Jackson Hole TrustNew Position+244+$5.0M
Financial Network Wealth Advisors LLCNew Position+1K+$22K
FLOW TRADERS U.S. LLCIncreased+23K+$-328K
HARBOUR INVESTMENTS, INC.Increased+266+$-19.8M
OSAIC HOLDINGS, INC.Increased+2K+$-20.5M
Prospera Financial Services IncIncreased+2K+$-6.0B

CAAA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Advisors Network LLCDecreased-76K-$1.9B
GOLDMAN SACHS GROUP INCDecreased-11K-$952.2M
JANE STREET GROUP, LLCClosed Position-41K-$838.7M
FIRST TRUST ADVISORS LPDecreased-4K-$476.8M
CITADEL ADVISORS LLCClosed Position-15K-$312.8M
UBS Group AGDecreased-4-$933K
INSPIRION WEALTH ADVISORS, LLCDecreased-3K-$75K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STAR Financial Bank439,732$9.0B4.61%Share
2Farther Finance Advisors, LLC75,608$1.5B0.02%Share
3Platform Technology Partners59,570$1.0B0.21%Share
4Integrated Advisors Network LLC67,470$1.0B0.04%Share
5FIRST TRUST ADVISORS LP67,790$1.0B0.00%Share
6Belpointe Asset Management LLC21,770$446.0M0.02%Share
7Fearless Solutions, LLC dba Best Invest10,495$215.0M0.13%Share
8Ashton Thomas Private Wealth, LLC9,818$201.0M0.00%Share
9INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,800$77.0M0.01%Share
10Geneos Wealth Management Inc.3,000$61.0M0.00%Share
11STAR Financial Bank1,307$26.0M0.01%Share
12Prospera Financial Services Inc296,939$6.0M0.10%Share
13Bank of Jackson Hole Trust244$5.0M0.00%Share
14UBS Group AG139$2.0M0.00%Share
15INSPIRION WEALTH ADVISORS, LLC30,393$623K0.08%Share
16HARBOUR INVESTMENTS, INC.1,234$25K0.00%Share
17Financial Network Wealth Advisors LLC1,087$22K0.02%Share
18OSAIC HOLDINGS, INC.2,962$00.00%Share
19GOLDMAN SACHS GROUP INC35,618$00.00%Share
20FLOW TRADERS U.S. LLC39,108$00.00%Share

CAAA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$14.6B+6
Q3 202513$21.0B+1
Q2 202512$13.9B-2
Q1 202514$6.7B+4
Q4 202410$7.2B+2
Q3 20248$14.6B+0
Q2 20248$15.0B+2
Q1 20246$11.8B—

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As of Q4 2025, 20 institutional investors hold CAAA (First Trust AAA CMBS ETF). The largest holder is STAR Financial Bank with $9.0B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CAAA?

As of Q4 2025, 20 institutional investors report holding CAAA (First Trust AAA CMBS ETF) in their 13F filings.

Who is the largest institutional holder of CAAA?

The largest institutional holder of CAAA is STAR Financial Bank with $9.0B in shares.

Is institutional ownership of CAAA increasing or decreasing?

This quarter, 8 institutions opened new positions in CAAA and 2 closed their positions.