Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / First Trust Commercial Mortgage Opportunities ETF
-
Shares outstanding
-
500,112
-
Total 13F shares
-
785,652
-
Share change
-
+314,672
-
Total reported value
-
$16,090,021
-
Price per share
-
$20.48
-
Number of holders
-
13
-
Value change
-
+$6,482,597
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q2 2025
As of 30 Jun 2025,
First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
785,652 shares.
The largest 10 holders included
Prospera Financial Services Inc, Integrated Advisors Network LLC, STAR Financial Bank, FIRST TRUST ADVISORS LP, Farther Finance Advisors, LLC, Platform Technology Partners, INSPIRION WEALTH ADVISORS, LLC, Belpointe Asset Management LLC, AVANTAX ADVISORY SERVICES, INC., and Ashton Thomas Private Wealth, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.