CAAA ETF

CAAA ETF
$20.18
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Fund Essentials - as of Aug 5, 2026

Net Assets
$35M
Expense Ratio
0.30%
Dividend Yield (Current)
5.03%
Holdings
118
Inception Date
Feb 27, 2024
Fund Family
First Trust Portfolios (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.31%
1 Year+3.47%

Asset Allocation

Bonds: 97.73%
Cash: 2.27%
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Top Holdings

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TickerNameWeight
-Jpmbb Commercial Mortgage Securities Trust 2014-C26 3.95 01/15/20482.27%
-Bx_25-Aria A 144A 5.03% Dec 13, 20421.83%
-Bx Trust Flt 12/301.71%
-2023-Mic Trust/The 8.44 11-05-20281.58%
BSTN 2025-1C ABstn Commercial Mortgage Trust 2025-1C, Series 2025-1C, Class A1.57%
Top 10 Concentration: 16.52%Report Date: Aug 5, 2026
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Dividend Summary

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Dividend Yield (Current)
5.03%
Frequency
Monthly
Latest Distribution
$0.07
Jul 21, 2026
12M Distributions
11 payments
Total: $0.83

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

CAAA ETF Overview

CAAA ETF (First Trust AAA CMBS ETF) is managed by First Trust Portfolios (US) with $35.4M in net assets. CAAA expense ratio is 0.30%, holding 118 positions across sectors including Financials, Real Estate. Inception date: 2024-02-27.

CAAA performance shows a YTD return of 0.31%. The 1-year return is 3.47%. CAAA dividend yield stands at 5.03%, paid monthly.

CAAA top holdings include Jpmbb Commercial Mortgage Securities Trust 2014-C26 3.95 01/15/2048 (2.3%), Bx_25-Aria A 144A 5.03% Dec 13, 2042 (1.8%), Bx Trust Flt 12/30 (1.7%), 2023-Mic Trust/The 8.44 11-05-2028 (1.6%), Bstn Commercial Mortgage Trust 2025-1C, Series 2025-1C, Class A (1.6%). Go to all CAAA holdings, CAAA sectors, or CAAA dividends.

CAAA can be compared against other funds. Use CAAA overlap to find shared positions, or CAAA vs another fund for a side-by-side view. CAAA alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.84%
YTD
+0.31%
1 Year
+3.47%
3 Year
N/A

Top 10 Holdings (16.5% of portfolio)

#TickerNameSectorWeight
1-Jpmbb Commercial Mortgage Securities Trust 2014-C26 3.95 01/15/2048Other2.27%
2-Bx_25-Aria A 144A 5.03% Dec 13, 2042Other1.83%
3-Bx Trust Flt 12/30Other1.71%
4-2023-Mic Trust/The 8.44 11-05-2028Other1.58%
5BSTN 2025-1C ABstn Commercial Mortgage Trust 2025-1C, Series 2025-1C, Class AFinancials1.57%
6SWCH 2025-DATA ASwch Commercial Mortgage Trust Swch 2025 Data A 144A 5.75023 03/15/2042Financials1.56%
7CENT 2025-CITY ACent 2025-City 5.09 07/10/2040Real Estate1.55%
8HGMT 2025-HGLR AHouston Galleria Mall Trust, Series 2025-Hglr, Class A 02/05/2045Real Estate1.52%
9-Chi Commercial Mortgage Trust 5.66489 2042-04-15Other1.48%
10BBCMS 2018-TALL ABbcms Mortgage Trust 5.04 03/15/2037Financials1.45%