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First Trust Commercial Mortgage Opportunities ETF (CAAA) Institutional Ownership

$20.16 +0.04 (+0.20%)
As of 04/23/2025 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)
5
Total
Institutional Inflows
(last 12 months)
$2.67M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$74.21K
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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
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, the following institutional investors and hedge funds held shares of First Trust Commercial Mortgage Opportunities ETF shares: JPMorgan Chase & Co. ($3.06M), Platform Technology Partners ($843K), Inspirion Wealth Advisors LLC ($656K), Farther Finance Advisors LLC ($628K), and Avantax Advisory Services Inc. ($473K), Geneos Wealth Management Inc. ($30K).Learn more on CAAA's institutional investors.

Which institutional investors have been buying First Trust Commercial Mortgage Opportunities ETF stock?

The following institutional investors have purchased First Trust Commercial Mortgage Opportunities ETF stock in the last 24 months: Platform Technology Partners ($41.78K), Inspirion Wealth Advisors LLC ($33.71K), Farther Finance Advisors LLC ($30.82K), Avantax Advisory Services Inc. ($23.43K), and Geneos Wealth Management Inc. ($1.50K).

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

Institutional investors have bought a total of 131,238 shares in the last 24 months. This purchase volume represents approximately $2.67M in transactions.

Which First Trust Commercial Mortgage Opportunities ETF 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: 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 3,616 shares in the last 24 months. This volume of shares sold represents approximately $74.21K in transactions.



This page (NYSEARCA:CAAA) was last updated on 4/24/2025 by MarketBeat.com Staff
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