Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / First Trust Commercial Mortgage Opportunities ETF
-
Shares outstanding
-
500,112
-
Total 13F shares
-
1,168,084
-
Share change
-
+11,139
-
Total reported value
-
$23,945,968
-
Price per share
-
$20.50
-
Number of holders
-
19
-
Value change
-
+$227,875
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) as of Q4 2025
As of 31 Dec 2025,
First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF (CAAA) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,168,084 shares.
The largest 10 holders included
STAR Financial Bank, Prospera Financial Services Inc, Farther Finance Advisors, LLC, FIRST TRUST ADVISORS LP, Integrated Advisors Network LLC, Platform Technology Partners, FLOW TRADERS U.S. LLC, GOLDMAN SACHS GROUP INC, INSPIRION WEALTH ADVISORS, LLC, and Belpointe Asset Management LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 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.