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First Trust Indxx Aerospace & Defense ETF

58 hedge funds and large institutions have $135M invested in First Trust Indxx Aerospace & Defense ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

26% more capital invested

Capital invested by funds: $107M → $135M (+$28.4M)

9% more funds holding

Funds holding: 5358 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.07% less ownership

Funds ownership: 68.16%66.09% (-2.1%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
25
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.4M +$3.03M +77,630 +21%
MML Investors Services
2
MML Investors Services
Massachusetts
$15.7M -$201K -5,148 -1%
KCFA
3
Key Client Fiduciary Advisors
New Jersey
$12.7M -$72.8K -1,868 -0.6%
DADC
4
D.A. Davidson & Co
Montana
$10.8M -$70.2K -1,801 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$10.4M +$2.99M +76,605 +44%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.1M +$585K +14,996 +6%
MA
7
Mutual Advisors
Nebraska
$9.76M +$215K +5,510 +2%
PFG
8
Prosperity Financial Group
California
$4.96M +$54.5K +1,399 +1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.95M -$34.7K -890 -0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.96M +$1.84M +47,265 +196%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.67M +$840K +21,546 +50%
SPC
12
Sigma Planning Corp
Michigan
$2.56M +$1.66M +42,512 +221%
Stifel Financial
13
Stifel Financial
Missouri
$2.5M +$342K +8,775 +17%
BEI
14
Benjamin Edwards Inc
Missouri
$2.13M -$175K -4,480 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2M +$344K +8,819 +22%
IA
16
IFP Advisors
Florida
$1.91M +$1.64M +42,018 +1,037%
CAM
17
Concorde Asset Management
Michigan
$1.78M +$1.65M +42,441 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.67M +$418K +10,715 +36%
CIAS
19
Capital Investment Advisory Services
North Carolina
$1.63M +$65.7K +1,685 +4%
GAA
20
Global Assets Advisory
Florida
$1.3M +$221K +5,674 +22%
OL
21
Owen LaRue
Kentucky
$1.17M +$1.32K +34 +0.1%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.11M +$11.9K +305 +1%
JWCA
23
J.W. Cole Advisors
Florida
$1.02M -$115K -2,958 -11%
Bank of America
24
Bank of America
North Carolina
$966K +$754K +19,338 +487%
OMC
25
Old Mission Capital
Illinois
$896K +$271K +6,955 +47%

MISL Hedge Fund Activity: Q3 2025 in Review

58 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q3 2025, worth a combined $135M — up 26% from $107M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MISL positions and 6 closed out — a net gain of 6 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.03M. The largest seller was Clear Creek Financial Management, cutting an estimated $1.21M.

  • 58 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q3 2025, up from 53 in Q2 2025.
  • Funds reported $135M of First Trust Indxx Aerospace & Defense ETF stock for Q3 2025, up 26% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest First Trust Indxx Aerospace & Defense ETF buyer in Q3 2025 was LPL Financial, an estimated $3.03M added.
  • The largest First Trust Indxx Aerospace & Defense ETF seller in Q3 2025 was Clear Creek Financial Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2025.