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First Trust Indxx Aerospace & Defense ETF

53 hedge funds and large institutions have $107M invested in First Trust Indxx Aerospace & Defense ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $81.4M → $107M (+$25.7M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

8% more funds holding

Funds holding: 4953 (+4)

2.72% more ownership

Funds ownership: 65.44%68.16% (+2.7%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$14.4M +$1.26M +38,270 +11%
LPL Financial
2
LPL Financial
California
$13.7M +$604K +18,269 +5%
KCFA
3
Key Client Fiduciary Advisors
New Jersey
$11.5M -$125K -3,783 -1%
DADC
4
D.A. Davidson & Co
Montana
$9.82M -$1.24M -37,564 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.02M +$817K +24,727 +11%
MA
6
Mutual Advisors
Nebraska
$8.71M +$262K +7,920 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$6.51M +$5.22M +157,911 +971%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.49M +$84.9K +2,569 +2%
PFG
9
Prosperity Financial Group
California
$4.42M +$31.5K +952 +0.8%
BEI
10
Benjamin Edwards Inc
Missouri
$2.09M +$428K +12,950 +30%
Stifel Financial
11
Stifel Financial
Missouri
$1.92M +$315K +9,546 +23%
CCFM
12
Clear Creek Financial Management
Washington
$1.75M +$1.55M +46,968 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.6M -$261K -7,899 -16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.47M +$132K +4,009 +11%
CIAS
15
Capital Investment Advisory Services
North Carolina
$1.41M +$77.2K +2,335 +7%
TAP
16
Tounjian Advisory Partners
Florida
$1.21M -$10K -304 -0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.1M -$218K -6,597 -18%
OL
18
Owen LaRue
Kentucky
$1.06M -$32.6K -987 -3%
JWCA
19
J.W. Cole Advisors
Florida
$1.03M +$911K +27,567 New
BRWA
20
B. Riley Wealth Advisors
Florida
$989K +$874K +26,459 New
GAA
21
Global Assets Advisory
Florida
$943K -$1.47M -44,578 -64%
HighTower Advisors
22
HighTower Advisors
Illinois
$900K -$736K -22,265 -48%
KAS
23
Kestra Advisory Services
Texas
$874K -$117K -3,555 -13%
SPC
24
Sigma Planning Corp
Michigan
$718K +$142K +4,310 +29%
AWC
25
Adamsbrown Wealth Consultants
Kansas
$714K +$18.8K +570 +3%

MISL Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q2 2025, worth a combined $107M — up 32% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MISL positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.22M. The largest seller was Global Assets Advisory, cutting an estimated $1.47M.

  • 53 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q2 2025, up from 49 in Q1 2025.
  • Funds reported $107M of First Trust Indxx Aerospace & Defense ETF stock for Q2 2025, up 32% quarter-over-quarter.
  • 10 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q2 2025 and 5 closed out, a net change of +5 holders.
  • The largest First Trust Indxx Aerospace & Defense ETF buyer in Q2 2025 was Raymond James Financial, an estimated $5.22M added.
  • The largest First Trust Indxx Aerospace & Defense ETF seller in Q2 2025 was Global Assets Advisory, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2025.