Vault-13

FIRST TR EXCHANGE-TRADED FD MISL

INDXX AEROSPACE · ETP · CUSIP 33733E831

96 institutional holders +38 vs Q3 2025
27,993,39628.0m shares reported held*
$1.2bnreported value*
39 new 33 added 15 reduced 3 sold out net bought ≈ $1.1bn (+24.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.80.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 4Q1 23: 13Q2 23: 14Q3 23: 18Q4 23: 22Q1 24: 27Q2 24: 31Q3 24: 33Q4 24: 44Q1 25: 50Q2 25: 54Q3 25: 58Q4 25: 9696Q4 22Q3 23Q2 24Q1 25Q4 25
Numbers
QuarterHolders
Q4 20224
Q1 202313
Q2 202314
Q3 202318
Q4 202322
Q1 202427
Q2 202431
Q3 202433
Q4 202444
Q1 202550
Q2 202554
Q3 202558
Q4 202596

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 18 bought or addedQ1 24: 8 cut or sold outQ2 24: 22 bought or addedQ2 24: 9 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 13 cut or sold outQ4 24: 26 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 17 cut or sold outQ2 25: 28 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 19 cut or sold outQ4 25: 72 bought or addedQ4 25: 18 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024188
Q2 2024229
Q3 20242013
Q4 20242616
Q1 20253217
Q2 20252822
Q3 20253519
Q4 20257218

Biggest buyers

FIRST TRUST ADVISORS LP New +18,592,390+18.6m
Harel Insurance Investments & Financial Services Ltd. New +2,800,000+2.8m
Nilsine Partners, LLC New +521,838+521.8k
Advisory Services Network, LLC Added +438,690+438.7k
NewEdge Advisors, LLC Added +424,597+424.6k
WCG Wealth Advisors LLC New +401,695+401.7k
&PARTNERS New +270,961+271.0k
LPL Financial LLC Added +189,250+189.2k
World Investment Advisors New +118,311+118.3k
MORGAN STANLEY Added +112,897+112.9k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -74,028-74.0k
BANK OF AMERICA CORP /DE/ Reduced -23,156-23.2k
HRT FINANCIAL LP Sold out -13,470-13.5k
CITADEL ADVISORS LLC Reduced -13,077-13.1k
D.A. DAVIDSON & CO. Reduced -6,812-6.8k
J.W. COLE ADVISORS, INC. Reduced -2,308-2.3k
Northwest Financial Advisors Reduced -2,010-2.0k
Key Client Fiduciary Advisors, LLC Reduced -1,644-1.6k
Bright Futures Wealth Management, LLC. Reduced -1,314-1.3k
Sigma Planning Corp Reduced -1,011-1.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (2.5%, 2026-06-05)

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST TRUST ADVISORS LP 0.58% of their portfolio Wheaton, IL 18,592,39018.6m $795.6m $795.6m 0.58% New
2 Harel Insurance Investments & Financial Services Ltd. 1.04% of their portfolio Ramat Gan, L3 2,800,0002.8m $119.8m $119.8m 1.04% New
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 634,032634.0k $27.1m $27.1m 0.01% Added +189.2k +189,250
4 Nilsine Partners, LLC 1.93% of their portfolio GREENWOOD VILLAGE, CO 521,838521.8k $22.3m $22.3m 1.93% New
5 Advisory Services Network, LLC 0.27% of their portfolio ATLANTA, GA 439,591439.6k $18.8m $18.8m 0.27% Added +438.7k +438,690
6 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 427,447427.4k $18.3m $18.3m 0.07% Added +424.6k +424,597
7 WCG Wealth Advisors LLC 0.48% of their portfolio LAS VEGAS, NV 401,695401.7k $17.2m $17.2m 0.48% New
8 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 388,432388.4k $16.6m $16.6m 0.04% Added +9.0k +8,999
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 356,693356.7k $15.3m $15.3m 0.00% Added +105.9k +105,920
10 Key Client Fiduciary Advisors, LLC 4.53% of their portfolio Fairfield, NJ 305,449305.4k $13.1m $13.1m 4.53% Reduced -1.6k -1,644
11 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 270,961271.0k $11.7m $11.7m 0.06% New
12 D.A. DAVIDSON & CO. 0.07% of their portfolio GREAT FALLS, MT 254,255254.3k $10.9m $10.9m 0.07% Reduced -6.8k -6,812
13 Mutual Advisors, LLC 0.21% of their portfolio OMAHA, NE 232,220232.2k $9.9m $9.9m 0.21% Added +5.8k +5,770
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 182,353182.4k $7.8m $7.8m 0.01% Reduced -74.0k -74,028
15 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 136,180136.2k $5.8m $5.8m 0.01% Added +16.8k +16,784
16 Prosperity Financial Group, Inc. 1.91% of their portfolio San Ramon, CA 123,594123.6k $5.3m $5.3m 1.91% Added +3.9k +3,940
17 World Investment Advisors 0.08% of their portfolio LINCROFT, NJ 118,311118.3k $5.1m $5.1m 0.08% New
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 113,199113.2k $4.8m $4.8m 0.00% Added +112.9k +112,897
19 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 101,846101.8k $4.4m $4.4m 0.05% Added +50.5k +50,516
20 Proactive Wealth Strategies LLC 1.72% of their portfolio MARIETTA, GA 101,329101.3k $4.3m $4.3m 1.72% New
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,85189.9k $3.8m $3.8m 0.00% New
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 82,07282.1k $3.5m $3.5m 0.01% Added +33.9k +33,905
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,99678.0k $3.3m $3.3m 0.00% New
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 76,51876.5k $3.3m $3.3m 0.00% Added +12.2k +12,182
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 72,10072.1k $3.1m $3.1m 0.00% Added +735 +735
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 69,82469.8k $3.0m $3.0m 0.00% Added +9.5k +9,537
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 63,69363.7k $2.7m $2.7m 0.00% Added +23.5k +23,503
28 Concorde Asset Management, LLC 1.06% of their portfolio ANN ARBOR, MI 62,13862.1k $2.7m $2.7m 1.06% Added +19.7k +19,697
29 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 60,71860.7k $2.6m $2.6m 0.07% Reduced -1.0k -1,011
30 Transamerica Financial Advisors, LLC 0.19% of their portfolio CEDAR RAPIDS, IA 52,81052.8k $2.3m $2.3m 0.19% New
31 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 46,26946.3k $2.0m $2.0m 0.04% Added +200 +200
32 Capital Investment Advisory Services, LLC 0.12% of their portfolio RALEIGH, NC 40,17840.2k $1.7m $1.7m 0.12% Added +845 +845
33 Davis Investment Partners, LLC 0.55% of their portfolio CHARLOTTE, NC 35,34135.3k $1.6m $1.6m 0.55% New
34 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 34,97735.0k $1.5m $1.5m 0.06% Added +13.4k +13,364
35 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,74034.7k $1.5m $1.5m 0.01% New
36 TriaGen Wealth Management LLC 0.37% of their portfolio Calabasas, CA 33,86233.9k $1.4m $1.4m 0.37% New
37 TRUST CO OF OKLAHOMA 0.41% of their portfolio TULSA, OK 32,86832.9k $1.4m $1.4m 0.41% New
38 Global Assets Advisory, LLC 0.37% of their portfolio ORLANDO, FL 30,50930.5k $1.3m $1.3m 0.37% Reduced -754 -754
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,92429.9k $1.3m $1.3m 0.00% Added +17.9k +17,923
40 Owen LaRue, LLC 0.45% of their portfolio ELIZABETHTOWN, KY 27,79827.8k $1.2m $1.2m 0.45% Reduced -500 -500
41 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 26,78026.8k $1.1m $1.1m 0.05% Added +16 +16
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,20923.2k $993.1k $993.1k 0.00% New
43 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 22,76522.8k $974.1k $974.1k 0.05% New
44 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 22,30122.3k $954.3k $954.3k 0.02% Reduced -2.3k -2,308
45 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 21,96822.0k $940.0k $940.0k 0.00% Added +632 +632
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,63320.6k $882.9k $882.9k 0.00% Added +1.0k +1,017
47 ADAMSBROWN WEALTH CONSULTANTS LLC 0.24% of their portfolio WICHITA, KS 20,51720.5k $877.9k $877.9k 0.24% Added +6 +6
48 Tudor Financial Inc. 0.44% of their portfolio DAYTON, OH 19,91219.9k $852.0k $852.0k 0.44% New
49 Realta Investment Advisors 0.27% of their portfolio WILMINGTON, DE 18,90918.9k $809.1k $809.1k 0.27% New
50 MinichMacGregor Wealth Management, LLC 0.13% of their portfolio Saratoga Springs, NY 17,40317.4k $744.7k $744.7k 0.13% New
51 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 15,13715.1k $647.7k $647.7k 0.05% Reduced -701 -701
52 Englebert Financial Advisers, LLC 0.73% of their portfolio Allentown, PA 14,78914.8k $632.8k $632.8k 0.73% First filing
53 SUMMIT WEALTH GROUP LLC / CO 0.08% of their portfolio COLORADO SPRINGS, CO 14,11214.1k $603.9k $603.9k 0.08% New
54 Bright Futures Wealth Management, LLC. 0.41% of their portfolio WEBSTER, NY 14580, NY 12,88812.9k $551.5k $551.5k 0.41% Reduced -1.3k -1,314
55 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 11,37111.4k $486.6k $486.6k 0.02% Added +433 +433
56 Golden State Wealth Management, LLC 0.05% of their portfolio SANTA ANA, CA 9,97510.0k $426.8k $426.8k 0.05% Unchanged
57 Northwest Financial Advisors 0.83% of their portfolio HERNDON, VA 9,4819.5k $405.7k $405.7k 0.83% Reduced -2.0k -2,010
58 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 8,6158.6k $368.6k $368.6k 0.02% Added +3.1k +3,073
59 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,5538.6k $366.0k $366.0k 0.01% Reduced -250 -250
60 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 7,8947.9k $337.8k $337.8k 0.00% New
61 Claro Advisors Inc. 0.05% of their portfolio BOSTON, MA 7,8237.8k $334.7k $334.7k 0.05% New
62 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,6507.7k $327.3k $327.3k 0.01% Reduced -422 -422
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,5267.5k $322.0k $322.0k 0.00% New
64 HAZLETT, BURT & WATSON, INC. 0.10% of their portfolio WHEELING, WV 7,3927.4k $315.0k $315.0k 0.10% Added +3.2k +3,207
65 Indie Asset Partners, LLC 0.34% of their portfolio CARMEL, IN 7,1757.2k $307.0k $307.0k 0.34% Unchanged
66 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 6,7546.8k $289.0k $289.0k 0.01% New
67 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,3886.4k $273.3k $273.3k 0.00% Reduced -13.1k -13,077
68 Garden State Investment Advisory Services LLC 0.06% of their portfolio Red Bank, NJ 5,7155.7k $244.5k $244.5k 0.06% New
69 FOUNDERS FINANCIAL SECURITIES LLC 0.01% of their portfolio TOWSON, MD 5,2935.3k $226.5k $226.5k 0.01% New
70 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,2575.3k $224.9k $224.9k 0.01% Reduced -48 -48
71 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,1505.2k $220.0k $220.0k 0.00% Unchanged
72 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,0585.1k $216.0k $216.0k 0.01% New
73 Sovran Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 4,8504.8k $243.2k $243.2k 0.02% New
74 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 4,7154.7k $201.8k $201.8k 0.02% New
75 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 4,2074.2k $180.0k $180.0k 0.00% New
76 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 4,1444.1k $177.3k $177.3k 0.01% New
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,1582.2k $92.3k $92.3k 0.00% Added +660 +660
78 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2,0032.0k $85.7k $85.7k 0.00% Added +734 +734
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,6121.6k $69.0k $69.0k 0.00% Added +44 +44
80 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,5221.5k $65.1k $65.1k 0.00% Unchanged
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2861.3k $55.0k $55.0k 0.00% New
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,2051.2k $51.6k $51.6k 0.00% Added +500 +500
83 FMR LLC 0.00% of their portfolio BOSTON, MA 946946 $40.5k $40.5k 0.00% Added +867 +867
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 876876 $37.5k $37.5k 0.00% New
85 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 700700 $30.0k $30.0k 0.00% New
86 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 500500 $21.4k $21.4k 0.00% New
87 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 480480 $20.5k $20.5k 0.00% New
88 Chung Wu Investment Group, LLC 0.01% of their portfolio SUGAR LAND, TX 400400 $17.1k $17.1k 0.01% New
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 370370 $15.8k $15.8k 0.00% Added +59 +59
90 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 326326 $13.9k $13.9k 0.00% First filing
91 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 156156 $6.7k $6.7k 0.00% Unchanged
92 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 149149 $6.4k $6.4k 0.00% Reduced -23.2k -23,156
93 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 131131 $5.6k $5.6k 0.00% Unchanged
94 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 127127 $5.4k $5.4k 0.00% Unchanged
95 Triumph Capital Management 0.00% of their portfolio DENVER, CO 107107 $4.6k $4.6k 0.00% New
96 Darwin Wealth Management, LLC 0.00% of their portfolio TAMPA, FL 3232 $1.4k $1.4k 0.00% New