First Trust Commercial Mortgage Opportunities ETF (CAAA) Institutional Ownership $20.48 +0.04 (+0.20%) As of 08/22/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Commercial Mortgage Opportunities ETF (NYSEARCA:CAAA)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$10.65MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.94M Get CAAA Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Commercial Mortgage Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CAAA Institutional Buying and Selling by Quarter First Trust Commercial Mortgage Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.3,000$61K0.0%+100.0%0.333% 8/13/2025 First Trust Advisors LP72,000$1.48M0.0%+101.1%8.000% 8/6/2025 Prospera Financial Services Inc281,306$5.76M0.1%N/A31.256% 8/1/2025 Ashton Thomas Private Wealth LLC9,818$201K0.0%N/A1.091% 7/22/2025 Belpointe Asset Management LLC21,237$435K0.0%+7.5%2.360% 7/11/2025 Farther Finance Advisors LLC56,664$1.16M0.0%+83.9%6.666% 5/20/2025 Belpointe Asset Management LLC19,747$402K0.0%+56.6%3.949% 5/19/2025 Jane Street Group LLC21,375$435K0.0%N/A4.275% 5/16/2025 Goldman Sachs Group Inc.100,000$2.03M0.0%-33.3%11.765% 5/15/2025 Royal Bank of Canada34,275$697K0.0%-71.5%6.855% 5/6/2025 Avantax Advisory Services Inc.18,241$371K0.0%-22.1%3.648% 5/1/2025 Platform Technology Partners47,087$958K0.3%+12.7%9.417% 4/14/2025 Farther Finance Advisors LLC30,820$628K0.0%N/A6.164% 4/9/2025 Inspirion Wealth Advisors LLC32,259$656K0.1%-1.5%6.452% 2/10/2025 Avantax Advisory Services Inc.23,426$473K0.0%N/A3.123% 1/28/2025 Platform Technology Partners41,784$843K0.3%N/A5.571% 1/21/2025 Geneos Wealth Management Inc.1,500$30K0.0%N/A0.200% 1/15/2025 Inspirion Wealth Advisors LLC32,759$660K0.1%-2.8%4.368% 12/26/2024 JPMorgan Chase & Co.147,833$3.06M0.0%-1.4%19.711% 10/5/2024 Inspirion Wealth Advisors LLC33,708$698K0.1%N/A4.494% (Data available from 1/1/2016 forward) CAAA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CAAA shares? During the previous two years, 13 institutional investors and hedge funds held shares of First Trust Commercial Mortgage Opportunities ETF. The most heavily invested institutionals were Prospera Financial Services Inc ($5.76M), JPMorgan Chase & Co. ($3.06M), Goldman Sachs Group Inc. ($2.03M), First Trust Advisors LP ($1.48M), Farther Finance Advisors LLC ($1.16M), Platform Technology Partners ($958K), and Royal Bank of Canada ($697K).Learn more on First Trust Commercial Mortgage Opportunities ETF's institutional investors. Which institutional investors have been buying First Trust Commercial Mortgage Opportunities ETF's stock? Of the 10 institutional investors that purchased First Trust Commercial Mortgage Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prospera Financial Services Inc ($281.31K), Farther Finance Advisors LLC ($56.66K), Platform Technology Partners ($47.09K), First Trust Advisors LP ($36.19K), Inspirion Wealth Advisors LLC ($33.71K), Avantax Advisory Services Inc. ($23.43K), and Jane Street Group LLC ($21.38K). How much institutional buying is happening at First Trust Commercial Mortgage Opportunities ETF? Institutional investors have bought a total of 521,204 shares in the last 24 months. This purchase volume represents approximately $10.65M in transactions. Which of First Trust Commercial Mortgage Opportunities ETF's major shareholders have been selling company stock? The following institutional investors have sold First Trust Commercial Mortgage Opportunities ETF stock in the last 24 months: Royal Bank of Canada ($85.80K), Goldman Sachs Group Inc. ($50K), Avantax Advisory Services Inc. ($5.19K), JPMorgan Chase & Co. ($2.17K), and Inspirion Wealth Advisors LLC ($1.45K). How much institutional selling is happening at First Trust Commercial Mortgage Opportunities ETF? Institutional investors have sold a total of 144,599 shares in the last 24 months. This volume of shares sold represents approximately $2.94M in transactions. 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