Kestra Advisory Services LLC Makes New $1.74 Million Investment in First Trust AAA CMBS ETF $CAAA

Kestra Advisory Services LLC acquired a new stake in First Trust AAA CMBS ETF (NYSEARCA:CAAA) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 85,910 shares of the company’s stock, valued at approximately $1,744,000. Kestra Advisory Services LLC owned approximately 0.06% of First Trust AAA CMBS ETF as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Platform Technology Partners lifted its position in shares of First Trust AAA CMBS ETF by 58.3% during the first quarter. Platform Technology Partners now owns 94,307 shares of the company’s stock worth $1,914,000 after purchasing an additional 34,737 shares in the last quarter. STAR Financial Bank boosted its stake in shares of First Trust AAA CMBS ETF by 27.2% in the fourth quarter. STAR Financial Bank now owns 441,039 shares of the company’s stock valued at $9,041,000 after purchasing an additional 94,432 shares during the period. Prospera Financial Services Inc grew its holdings in First Trust AAA CMBS ETF by 0.7% during the 4th quarter. Prospera Financial Services Inc now owns 296,939 shares of the company’s stock valued at $6,087,000 after purchasing an additional 1,941 shares in the last quarter. International Assets Investment Management LLC acquired a new stake in First Trust AAA CMBS ETF during the 4th quarter valued at $78,000. Finally, Farther Finance Advisors LLC grew its holdings in First Trust AAA CMBS ETF by 24.0% during the 4th quarter. Farther Finance Advisors LLC now owns 75,608 shares of the company’s stock valued at $1,550,000 after purchasing an additional 14,619 shares in the last quarter.

First Trust AAA CMBS ETF Stock Down 0.1%

Shares of NYSEARCA CAAA opened at $20.25 on Tuesday. First Trust AAA CMBS ETF has a 1-year low of $20.13 and a 1-year high of $20.85. The business’s fifty day moving average price is $20.27 and its two-hundred day moving average price is $20.39.

First Trust AAA CMBS ETF Company Profile

The First Trust Commercial Mortgage Opportunities ETF (CAAA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that primarily invests in commercial mortgage-backed securities with a credit rating of AAA. The fund seeks to provide long-term total return CAAA was launched on Feb 27, 2024 and is issued by First Trust.