CAAA institutional holders

First Trust AAA CMBS ETF · 21 reporting institutions · $32.1M reported value

Funds that can replace CAAA · CAAA return decomposition

Institutional holdings

Institutions reporting CAAA, largest first
InstitutionReported positionAdvisors at firmReport period
Star Financial Bank$12.7M02026-06-30
Prospera Financial Services, Inc.$6M2702026-06-30
Platform Technology Partners$3.4M102026-06-30
Commonwealth Equity Services, LLC$2.8M2,8632026-06-30
Farther Finance Advisors, LLC$1.6M3342026-06-30
First Trust Advisors LP$1.4M6072026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
Inspirion Wealth Advisors, LLC$608.6K102026-06-30
Fearless Solutions, LLC Dba Best Invest$593.3K02026-06-30
Belpointe Asset Management LLC$503K1702026-06-30
Jane Street Group, LLC$302.3K02026-06-30
Goldman Sachs Group Inc$269.9K02026-06-30
United Advisor Group, LLC$253.5K582026-06-30
Ashton Thomas Private Wealth, LLC$224.3K962026-06-30
Osaic Holdings, Inc.$124.4K02026-06-30
International Assets Investment Management, LLC$76.2K1222026-06-30
Financial Network Wealth Advisors LLC$67.3K72026-06-30
Geneos Wealth Management, Inc.$60.9K1932026-06-30
Harbour Investments, Inc.$19.7K2472026-06-30
UBS Group AG$4.4K02026-06-30
Rossby Financial, Lcc$995312026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30