26,509 Shares in First Trust AAA CMBS ETF $CAAA Purchased by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC purchased a new position in shares of First Trust AAA CMBS ETF (NYSEARCA:CAAA) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 26,509 shares of the company’s stock, valued at approximately $522,000.

A number of other institutional investors and hedge funds have also modified their holdings of CAAA. Farther Finance Advisors LLC increased its stake in First Trust AAA CMBS ETF by 14.7% in the 3rd quarter. Farther Finance Advisors LLC now owns 88,382 shares of the company’s stock valued at $1,742,000 after purchasing an additional 11,342 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in First Trust AAA CMBS ETF during the first quarter worth $1,744,000. Platform Technology Partners boosted its position in 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. Finally, STAR Financial Bank boosted its position in First Trust AAA CMBS ETF by 27.2% during the fourth quarter. STAR Financial Bank now owns 441,039 shares of the company’s stock worth $9,041,000 after purchasing an additional 94,432 shares in the last quarter.

First Trust AAA CMBS ETF Price Performance

First Trust AAA CMBS ETF stock opened at $19.81 on Friday. First Trust AAA CMBS ETF has a fifty-two week low of $19.65 and a fifty-two week high of $20.85. The stock’s fifty day moving average is $20.04 and its two-hundred day moving average is $20.20.

About First Trust AAA CMBS ETF

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.