Vault-13

FIRST TR EXCHANGE-TRADED FD MISL

INDXX AEROSPACE · ETP · CUSIP 33733E831

136 institutional holders +40 vs Q4 2025
28,637,00728.6m shares reported held*
$1.3bnreported value*
47 new 53 added 26 reduced 7 sold out net bought ≈ $28.8m (+643.6k 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 ≈ $44.70.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q4 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: 96Q1 26: 136136Q4 22Q3 23Q2 24Q1 25Q1 26
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
Q1 2026136

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 22 bought or addedQ2 24: 9 cut or sold outQ3 24: 20 bought or addedQ3 24: 13 cut or sold outQ3 24Q4 24: 26 bought or addedQ4 24: 16 cut or sold outQ1 25: 32 bought or addedQ1 25: 17 cut or sold outQ1 25Q2 25: 28 bought or addedQ2 25: 22 cut or sold outQ3 25: 35 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 72 bought or addedQ4 25: 18 cut or sold outQ1 26: 100 bought or addedQ1 26: 33 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024229
Q3 20242013
Q4 20242616
Q1 20253217
Q2 20252822
Q3 20253519
Q4 20257218
Q1 202610033

Biggest buyers

Harel Insurance Investments & Financial Services Ltd. Added +1,153,000+1.2m
WELLS FARGO & COMPANY/MN Added +822,676+822.7k
LPL Financial LLC Added +360,034+360.0k
MORGAN STANLEY Added +347,656+347.7k
Kestra Advisory Services, LLC Added +346,567+346.6k
RAYMOND JAMES FINANCIAL INC Added +247,111+247.1k
NewSquare Capital LLC New +170,833+170.8k
Summit Financial, LLC New +148,944+148.9k
DAYMARK WEALTH PARTNERS, LLC New +147,894+147.9k
STIFEL FINANCIAL CORP Added +134,149+134.1k

Biggest sellers

FIRST TRUST ADVISORS LP Reduced -3,900,235-3.9m
Key Client Fiduciary Advisors, LLC Sold out -305,449-305.4k
Nilsine Partners, LLC Reduced -123,430-123.4k
Advisory Services Network, LLC Reduced -95,489-95.5k
HighTower Advisors, LLC Reduced -66,524-66.5k
Global Assets Advisory, LLC Sold out -30,509-30.5k
B. Riley Wealth Advisors, Inc. Sold out -26,780-26.8k
D.A. DAVIDSON & CO. Reduced -23,907-23.9k
Transamerica Financial Advisors, LLC Reduced -22,960-23.0k
NewEdge Advisors, LLC Reduced -21,043-21.0k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST TRUST ADVISORS LP 0.47% of their portfolio Wheaton, IL 14,692,15514.7m $656.9m $656.9m 0.47% Reduced -3.9m -3,900,235
2 Harel Insurance Investments & Financial Services Ltd. 1.20% of their portfolio Ramat Gan, L3 3,953,0004.0m $176.7m $176.7m 1.20% Added +1.2m +1,153,000
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 994,066994.1k $44.4m $44.4m 0.01% Added +360.0k +360,034
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 912,527912.5k $40.8m $40.8m 0.01% Added +822.7k +822,676
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 603,804603.8k $27.0m $27.0m 0.01% Added +247.1k +247,111
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 460,855460.9k $20.6m $20.6m 0.00% Added +347.7k +347,656
7 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 429,595429.6k $19.2m $19.2m 0.05% Added +41.2k +41,163
8 WCG Wealth Advisors LLC 0.51% of their portfolio LAS VEGAS, NV 409,261409.3k $18.3m $18.3m 0.51% Added +7.6k +7,566
9 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 406,404406.4k $18.2m $18.2m 0.07% Reduced -21.0k -21,043
10 Nilsine Partners, LLC 1.37% of their portfolio GREENWOOD VILLAGE, CO 398,408398.4k $17.5m $17.5m 1.37% Reduced -123.4k -123,430
11 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 368,535368.5k $16.5m $16.5m 0.06% Added +346.6k +346,567
12 &PARTNERS 0.08% of their portfolio NASHVILLE, TN 366,350366.4k $16.4m $16.4m 0.08% Added +95.4k +95,389
13 Advisory Services Network, LLC 0.20% of their portfolio ATLANTA, GA 344,102344.1k $15.4m $15.4m 0.20% Reduced -95.5k -95,489
14 Mutual Advisors, LLC 0.23% of their portfolio OMAHA, NE 239,548239.5k $10.7m $10.7m 0.23% Added +7.3k +7,328
15 D.A. DAVIDSON & CO. 0.06% of their portfolio GREAT FALLS, MT 230,348230.3k $10.3m $10.3m 0.06% Reduced -23.9k -23,907
16 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 203,973204.0k $9.1m $9.1m 0.01% Added +134.1k +134,149
17 Proactive Wealth Strategies LLC 1.61% of their portfolio MARIETTA, GA 191,122191.1k $8.5m $8.5m 1.61% Added +89.8k +89,793
18 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 184,178184.2k $8.2m $8.2m 0.02% Added +102.1k +102,106
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 182,978183.0k $8.2m $8.2m 0.00% Added +105.0k +104,982
20 BENJAMIN EDWARDS INC 0.08% of their portfolio Clayton, MO 177,334177.3k $7.9m $7.9m 0.08% Added +75.5k +75,488
21 NewSquare Capital LLC 0.67% of their portfolio NEWTOWN SQUARE, PA 170,833170.8k $7.6m $7.6m 0.67% New
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 164,942164.9k $7.4m $7.4m 0.01% Reduced -17.4k -17,411
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 149,844149.8k $6.7m $6.7m 0.00% Added +86.2k +86,151
24 Summit Financial, LLC 0.08% of their portfolio PARSIPPANY, NJ 148,944148.9k $6.7m $6.7m 0.08% New
25 DAYMARK WEALTH PARTNERS, LLC 0.21% of their portfolio CINCINNATI, OH 147,894147.9k $6.6m $6.6m 0.21% New
26 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 138,129138.1k $6.2m $6.2m 0.02% Added +1.9k +1,949
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 130,175130.2k $5.8m $5.8m 0.01% Added +53.7k +53,657
28 World Investment Advisors 0.08% of their portfolio LINCROFT, NJ 110,090110.1k $4.9m $4.9m 0.08% Reduced -8.2k -8,221
29 Prosperity Financial Group, Inc. 1.74% of their portfolio San Ramon, CA 105,409105.4k $4.7m $4.7m 1.74% Reduced -18.2k -18,185
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 74,85574.9k $3.4m $3.4m 0.01% New
31 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 74,31874.3k $3.3m $3.3m 0.01% Added +72.3k +72,315
32 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 63,01263.0k $2.8m $2.8m 0.09% New
33 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 61,32461.3k $2.7m $2.7m 0.08% Added +606 +606
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,07061.1k $2.7m $2.7m 0.00% Added +31.1k +31,146
35 Garden State Investment Advisory Services LLC 0.64% of their portfolio Red Bank, NJ 59,85059.9k $2.7m $2.7m 0.64% Added +54.1k +54,135
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 59,62659.6k $2.7m $2.7m 0.00% Added +53.2k +53,238
37 Concorde Asset Management, LLC 1.24% of their portfolio ANN ARBOR, MI 56,40656.4k $2.5m $2.5m 1.24% Reduced -5.7k -5,732
38 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 48,22548.2k $2.2m $2.2m 0.01% Added +13.5k +13,485
39 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 47,54747.5k $2.1m $2.1m 0.04% Added +1.3k +1,278
40 Capital Investment Advisory Services, LLC 0.14% of their portfolio RALEIGH, NC 42,87642.9k $1.9m $1.9m 0.14% Added +2.7k +2,698
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,13035.1k $1.6m $1.6m 0.00% Added +14.5k +14,497
42 Transamerica Financial Advisors, LLC 0.11% of their portfolio CEDAR RAPIDS, IA 29,85029.9k $1.3m $1.3m 0.11% Reduced -23.0k -22,960
43 Davis Investment Partners, LLC 0.46% of their portfolio CHARLOTTE, NC 29,36129.4k $1.3m $1.3m 0.46% Reduced -6.0k -5,980
44 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 28,27428.3k $1.3m $1.3m 0.01% New
45 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 28,27128.3k $1.3m $1.3m 0.00% New
46 Owen LaRue, LLC 0.48% of their portfolio ELIZABETHTOWN, KY 27,80027.8k $1.2m $1.2m 0.48% Added +2 +2
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 27,75127.8k $1.2m $1.2m 0.00% Added +20.2k +20,225
48 TriaGen Wealth Management LLC 0.32% of their portfolio Calabasas, CA 25,88225.9k $1.2m $1.2m 0.32% Reduced -8.0k -7,980
49 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 24,68724.7k $1.1m $1.1m 0.06% Added +1.9k +1,922
50 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 24,09224.1k $1.1m $1.1m 0.04% New
51 MARSHALL INVESTMENT MANAGEMENT, LLC 0.49% of their portfolio LITTLETON, CO 22,89822.9k $1.0m $1.0m 0.49% New
52 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 22,61522.6k $1.0m $1.0m 0.08% Added +7.5k +7,478
53 Tudor Financial Inc. 0.49% of their portfolio DAYTON, OH 21,56621.6k $964.2k $964.2k 0.49% Added +1.7k +1,654
54 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 21,02521.0k $940.0k $940.0k 0.03% Reduced -1.3k -1,276
55 ADAMSBROWN WEALTH CONSULTANTS LLC 0.25% of their portfolio WICHITA, KS 20,76920.8k $928.6k $928.6k 0.25% Added +252 +252
56 LEVEL FOUR ADVISORY SERVICES, LLC 0.03% of their portfolio DALLAS, TX 19,85619.9k $887.8k $887.8k 0.03% New
57 Realta Investment Advisors 0.28% of their portfolio WILMINGTON, DE 17,87717.9k $799.3k $799.3k 0.28% Reduced -1.0k -1,032
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,68316.7k $745.9k $745.9k 0.00% New
59 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 16,15816.2k $722.4k $722.4k 0.02% Added +10.9k +10,901
60 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 15,65215.7k $699.8k $699.8k 0.03% Added +15.0k +14,952
61 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 15,42715.4k $689.7k $689.7k 0.02% Reduced -19.6k -19,550
62 Englebert Financial Advisers, LLC 0.78% of their portfolio Allentown, PA 15,39515.4k $688.3k $688.3k 0.78% Added +606 +606
63 MinichMacGregor Wealth Management, LLC 0.12% of their portfolio Saratoga Springs, NY 15,18315.2k $678.8k $678.8k 0.12% Reduced -2.2k -2,220
64 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,96615.0k $669.1k $669.1k 0.01% New
65 TRUST CO OF OKLAHOMA 0.19% of their portfolio TULSA, OK 14,79114.8k $661.3k $661.3k 0.19% Reduced -18.1k -18,077
66 HFG Advisors, Inc. 0.45% of their portfolio CINCINATTI, OH 14,28814.3k $638.8k $638.8k 0.45% New
67 SUMMIT WEALTH GROUP LLC / CO 0.07% of their portfolio COLORADO SPRINGS, CO 14,11214.1k $630.9k $630.9k 0.07% Unchanged
68 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 13,62413.6k $609.3k $609.3k 0.01% Added +5.1k +5,071
69 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 13,58713.6k $607.5k $607.5k 0.02% New
70 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 13,35913.4k $597.3k $597.3k 0.13% New
71 Buska Wealth Management, LLC 0.24% of their portfolio WAUSAU, WI 13,13713.1k $587.4k $587.4k 0.24% New
72 Element Wealth, LLC 0.24% of their portfolio RIDGELAND, MS 12,70112.7k $567.9k $567.9k 0.24% New
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,89911.9k $532.0k $532.0k 0.00% Added +11.5k +11,529
74 Bank Pictet & Cie (Europe) AG 0.01% of their portfolio FRANKFURT AM MAIN, 2M 11,28511.3k $504.6k $504.6k 0.01% New
75 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 10,48810.5k $469.0k $469.0k 0.01% Added +5.4k +5,430
76 Golden State Wealth Management, LLC 0.05% of their portfolio SANTA ANA, CA 10,30510.3k $460.8k $460.8k 0.05% Added +330 +330
77 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,24110.2k $438.7k $438.7k 0.00% Added +2.3k +2,347
78 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 10,17010.2k $454.7k $454.7k 0.03% New
79 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 9,7859.8k $437.5k $437.5k 0.01% Reduced -1.6k -1,586
80 Leelyn Smith, LLC 0.06% of their portfolio GENEVA, IL 9,5489.5k $426.9k $426.9k 0.06% New
81 Northwest Financial Advisors 0.82% of their portfolio HERNDON, VA 9,4859.5k $424.1k $424.1k 0.82% Added +4 +4
82 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 9,3729.4k $419.0k $419.0k 0.01% Added +1.7k +1,722
83 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 9,2619.3k $414.0k $414.0k 0.02% New
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,0759.1k $405.7k $405.7k 0.00% Added +7.8k +7,789
85 Claro Advisors Inc. 0.04% of their portfolio BOSTON, MA 7,8247.8k $349.8k $349.8k 0.04% Added +1 +1
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,7997.8k $348.7k $348.7k 0.00% New
87 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 7,5117.5k $335.8k $335.8k 0.00% New
88 HAZLETT, BURT & WATSON, INC. 0.10% of their portfolio WHEELING, WV 7,3927.4k $330.0k $330.0k 0.10% Unchanged
89 Pacific Excel Wealth Advisors, Inc. 0.35% of their portfolio WALNUT CREEK, CA 7,3797.4k $329.9k $329.9k 0.35% New
90 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 7,2897.3k $325.9k $325.9k 0.01% New
91 Indie Asset Partners, LLC 0.37% of their portfolio CARMEL, IN 7,1757.2k $320.8k $320.8k 0.37% Unchanged
92 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 7,0557.1k $333.0k $333.0k 0.02% Added +1.8k +1,762
93 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 6,8716.9k $307.2k $307.2k 0.02% Added +2.2k +2,156
94 WealthBridge Capital Management, LLC 0.07% of their portfolio WESTERVILLE, OH 6,8596.9k $306.7k $306.7k 0.07% New
95 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 6,6896.7k $299.1k $299.1k 0.01% Reduced -65 -65
96 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 6,4866.5k $290.0k $290.0k 0.00% New
97 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 6,3826.4k $285.4k $285.4k 0.01% New
98 PVG ASSET MANAGEMENT CORP 0.18% of their portfolio GOLDEN, CO 6,3596.4k $298.1k $298.1k 0.18% New
99 BANQUE PICTET & CIE SA 0.00% of their portfolio GENEVA 73, V8 6,1746.2k $276.0k $276.0k 0.00% New
100 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1256.1k $273.8k $273.8k 0.00% Reduced -17.1k -17,084