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First Trust Commercial Mortgage Opportunities ETF (CAAA) Institutional Ownership

$20.50 +0.08 (+0.39%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Commercial Mortgage Opportunities ETF (NYSEARCA:CAAA)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.12M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.94M
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CAAA Institutional Buying and Selling by Quarter

First Trust Commercial Mortgage Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2025Jane Street Group LLC21,375$435K0.0%N/A4.275%
5/16/2025Goldman Sachs Group Inc.100,000$2.03M0.0%-33.3%11.765%
5/15/2025Royal Bank of Canada34,275$697K0.0%-71.5%6.855%
5/6/2025Avantax Advisory Services Inc.18,241$371K0.0%-22.1%3.648%
5/1/2025Platform 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%
2/10/2025Avantax Advisory Services Inc.23,426$473K0.0%N/A3.123%
1/28/2025Platform Technology Partners41,784$843K0.3%N/A5.571%
1/21/2025Geneos Wealth Management Inc.1,500$30K0.0%N/A0.200%
1/15/2025 Inspirion Wealth Advisors LLC32,759$660K0.1%-2.8%4.368%
12/26/2024JPMorgan 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, 11 institutional investors and hedge funds held shares of First Trust Commercial Mortgage Opportunities ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.06M), Goldman Sachs Group Inc. ($2.03M), Farther Finance Advisors LLC ($1.16M), Platform Technology Partners ($958K), Royal Bank of Canada ($697K), Inspirion Wealth Advisors LLC ($656K), and Belpointe Asset Management LLC ($435K).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?

The following institutional investors have purchased First Trust Commercial Mortgage Opportunities ETF's stock in the last 24 months: Farther Finance Advisors LLC ($56.66K), Platform Technology Partners ($47.09K), Inspirion Wealth Advisors LLC ($33.71K), Avantax Advisory Services Inc. ($23.43K), Jane Street Group LLC ($21.38K), Ashton Thomas Private Wealth LLC ($9.82K), and Belpointe Asset Management LLC ($8.63K).

How much institutional buying is happening at First Trust Commercial Mortgage Opportunities ETF?

Institutional investors have bought a total of 202,206 shares in the last 24 months. This purchase volume represents approximately $4.12M 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.



This page (NYSEARCA:CAAA) was last updated on 8/4/2025 by MarketBeat.com Staff
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