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First Trust Indxx Aerospace & Defense ETF

96 hedge funds and large institutions have $1.2B invested in First Trust Indxx Aerospace & Defense ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

784% more capital invested

Capital invested by funds: $135M → $1.2B (+$1.06B)

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

66% more funds holding

Funds holding: 5896 (+38)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27.06% more ownership

Funds ownership: 66.09%93.16% (+27%)

Holders
96
Holders Change
+38
Holders Change %
+65.52%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
33
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.99M +$400K +9,537 +16%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.73M +$986K +23,503 +58%
CAM
28
Concorde Asset Management
Michigan
$2.66M +$826K +19,697 +46%
SPC
29
Sigma Planning Corp
Michigan
$2.6M -$42.4K -1,011 -2%
TFA
30
Transamerica Financial Advisors
Florida
$2.26M +$2.21M +52,810 New
IA
31
IFP Advisors
Florida
$1.98M +$8.39K +200 +0.4%
CIAS
32
Capital Investment Advisory Services
North Carolina
$1.72M +$35.4K +845 +2%
DIP
33
Davis Investment Partners
North Carolina
$1.57M +$1.48M +35,341 New
OMC
34
Old Mission Capital
Illinois
$1.5M +$561K +13,364 +62%
PAG
35
Private Advisor Group
New Jersey
$1.49M +$1.46M +34,740 New
TWM
36
TriaGen Wealth Management
California
$1.45M +$1.42M +33,862 New
TCOO
37
Trust Company of Oklahoma
Oklahoma
$1.41M +$1.38M +32,868 New
GAA
38
Global Assets Advisory
Florida
$1.31M -$31.6K -754 -2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.28M +$752K +17,923 +149%
OL
40
Owen LaRue
Kentucky
$1.19M -$21K -500 -2%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.15M +$671 +16 +0.1%
Jane Street
42
Jane Street
New York
$993K +$973K +23,209 New
KA
43
Kovack Advisors
Florida
$974K +$955K +22,765 New
JWCA
44
J.W. Cole Advisors
Florida
$954K -$96.8K -2,308 -9%
KAS
45
Kestra Advisory Services
Texas
$940K +$26.5K +632 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$883K +$42.7K +1,017 +5%
AWC
47
Adamsbrown Wealth Consultants
Kansas
$878K +$252 +6 +0%
TF
48
Tudor Financial
Ohio
$852K +$835K +19,912 New
RIA
49
Realta Investment Advisors
Delaware
$809K +$793K +18,909 New
MWM
50
MinichMacGregor Wealth Management
New York
$745K +$730K +17,403 New