Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
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Equity / First Trust Commercial Mortgage Opportunities ETF
-
Shares outstanding
-
500,112
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Number of holders
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18
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Total 13F shares, excl. options
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1,156,945
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Shares change
-
+388,506
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Total reported value, excl. options
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$23,737,407
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Value change
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+$7,968,952
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Number of buys
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14
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Price
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$20.51
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q3 2025
18 filings reported holding CAAA - First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF as of Q3 2025.
First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,156,945 shares
.
Largest 10 shareholders include STAR Financial Bank (346,607 shares), Prospera Financial Services Inc (294,998 shares), Integrated Advisors Network LLC (143,288 shares), FIRST TRUST ADVISORS LP (72,000 shares), Farther Finance Advisors, LLC (60,989 shares), Platform Technology Partners (50,160 shares), GOLDMAN SACHS GROUP INC (46,423 shares), JANE STREET GROUP, LLC (40,890 shares), INSPIRION WEALTH ADVISORS, LLC (33,708 shares), and Belpointe Asset Management LLC (21,460 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.