First Trust AAA CMBS ETF $CAAA Shares Newly Purchased by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC purchased a new stake in First Trust AAA CMBS ETF (NYSEARCA:CAAA) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 26,509 shares of the company’s stock, valued at approximately $522,000. Inspirion Wealth Advisors LLC owned 1.51% of First Trust AAA CMBS ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CAAA. STAR Financial Bank lifted its position in First Trust AAA CMBS ETF by 27.2% during the 4th quarter. STAR Financial Bank now owns 441,039 shares of the company’s stock worth $9,041,000 after acquiring an additional 94,432 shares during the period. Kestra Advisory Services LLC purchased a new stake in shares of First Trust AAA CMBS ETF during the first quarter worth approximately $1,744,000. Platform Technology Partners raised its stake 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 during the last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in shares of First Trust AAA CMBS ETF by 14.7% during the third quarter. Farther Finance Advisors LLC now owns 88,382 shares of the company’s stock worth $1,742,000 after purchasing an additional 11,342 shares during the period.

First Trust AAA CMBS ETF Price Performance

Shares of CAAA opened at $19.81 on Friday. First Trust AAA CMBS ETF has a 1 year low of $19.65 and a 1 year high of $20.85. The company’s fifty day moving average is $20.04 and its two-hundred day moving average is $20.20.

First Trust AAA CMBS ETF 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.