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First Trust Indxx Aerospace & Defense ETF

43 hedge funds and large institutions have $70.2M invested in First Trust Indxx Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

34% more funds holding

Funds holding: 3243 (+11)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $60.2M → $70.2M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.11% less ownership

Funds ownership: 70.22%62.11% (-8.1%)

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.5M +$7.49M +235,285 +77%
KCFA
2
Key Client Fiduciary Advisors
New Jersey
$9.55M -$184K -5,765 -2%
DADC
3
D.A. Davidson & Co
Montana
$9.32M -$269K -8,446 -3%
MA
4
Mutual Advisors
Nebraska
$6.78M +$268K +8,416 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.73M -$73.6K -2,311 -2%
PFG
6
Prosperity Financial Group
California
$3.35M +$210K +6,604 +6%
OL
7
Owen LaRue
Kentucky
$1.89M -$128K -4,006 -6%
Stifel Financial
8
Stifel Financial
Missouri
$1.82M +$1.05M +32,954 +122%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.7M +$1.78M +55,907 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.5M +$72.6K +2,280 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.09M -$548K -17,194 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.02M +$131K +4,117 +14%
BFWM
13
Bright Futures Wealth Management
New York
$981K +$24.9K +781 +3%
OMC
14
Old Mission Capital
Illinois
$967K +$1.01M +31,784 New
Citadel Advisors
15
Citadel Advisors
Florida
$938K -$34.5K -1,084 -3%
BEI
16
Benjamin Edwards Inc
Missouri
$914K -$37.3K -1,172 -4%
TCM
17
Triumph Capital Management
Colorado
$886K -$53.6K -1,684 -5%
KAS
18
Kestra Advisory Services
Texas
$788K +$412K +12,941 +100%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$737K +$196K +6,164 +34%
NFA
20
Northwest Financial Advisors
Virginia
$704K +$1.5K +47 +0.2%
HighTower Advisors
21
HighTower Advisors
Illinois
$671K -$3.47K -109 -0.5%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$574K +$132K +4,147 +28%
Raymond James Financial
23
Raymond James Financial
Florida
$568K +$594K +18,651 New
AFG
24
Atomi Financial Group
New York
$499K +$522K +16,393 New
SPC
25
Sigma Planning Corp
Michigan
$481K -$7.68K -241 -2%

MISL Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q4 2024, worth a combined $70.2M — up 17% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MISL positions and 5 closed out — a net gain of 12 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.49M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $548K.

  • 43 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $70.2M of First Trust Indxx Aerospace & Defense ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 17 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest First Trust Indxx Aerospace & Defense ETF buyer in Q4 2024 was LPL Financial, an estimated $7.49M added.
  • The largest First Trust Indxx Aerospace & Defense ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2024.