First Trust AAA CMBS ETF (CAAA)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders21of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.33x

48th percentile

12 buying9 selling

+5

New

-3

Closed

+200K

Net shares

Ownership Concentration

Top 5: 79.5%Top 10: 94.1%

STAR Financial Bank40.3%

Prospera Financial Services21.0%

Platform Technology Partners6.9%

Kestra Advisory Services,6.3%

FIRST TRUST ADVISORS5.0%

Others (16)20.5%

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No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.59%Max: 5.28%High conviction (>1%): 1

STAR Financial Bank

Prospera Financial Services

Platform Technology Partners

Kestra Advisory Services,

FIRST TRUST ADVISORS

Farther Finance Advisors,

GOLDMAN SACHS GROUP

INSPIRION WEALTH ADVISORS,

Belpointe Asset Management

FLOW TRADERS U.S.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders21of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.33x

48th percentile

12 buying9 selling

+5

New

-3

Closed

+200K

Net shares

Ownership Concentration

Top 5: 79.5%Top 10: 94.1%

STAR Financial Bank40.3%

Prospera Financial Services21.0%

Platform Technology Partners6.9%

Kestra Advisory Services,6.3%

FIRST TRUST ADVISORS5.0%

Others (16)20.5%

Crowding AnalysisCrowded

Holders21of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.33x

48th percentile

12 buying9 selling

+5

New

-3

Closed

+200K

Net shares

Ownership Concentration

Top 5: 79.5%Top 10: 94.1%

STAR Financial Bank40.3%

Prospera Financial Services21.0%

Platform Technology Partners6.9%

Kestra Advisory Services,6.3%

FIRST TRUST ADVISORS5.0%

Others (16)20.5%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$11,331

CAAA · +13%

$14,662

S&P 500 · +47%

−$3,331

behind the index

Total return (5Y)

+13%

S&P 500

+47%

vs. market

-33%

underperformed

Annualized

5.7%

mkt 18.5%

Volatility

3%

annualized

Beta

0.04

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

CAAAS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

CAAA (solid)S&P 500 (outline)Green = positive year, red = negative. Number = CAAA's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+8%

2025

Worst year

+1%

2026

Worst drawdown

-1%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -1%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position