FIRST TRUST INDXX AERO & DEF MISL
$46.85
+2.1% 52w: $35.53 – $50.98
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data35.5343.2550.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
136
+40 QoQ
13F value
$1.28B
+6.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns MISL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | Index provider | 14.7M | $656.9M | 0.5% | -21.0% |
| Harel Insurance Investments & Financial Services Ltd. | Other | 4.0M | $176.7M | 1.2% | +41.2% |
| LPL Financial LLC | Bank broker | 994.1K | $44.4M | 0.0% | +56.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 912.5K | $40.8M | 0.0% | +915.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 603.8K | $27.0M | 0.0% | +69.3% |
| MORGAN STANLEY | Bank broker | 460.9K | $20.6M | 0.0% | +307.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 429.6K | $19.2M | 0.1% | +10.6% |
| WCG Wealth Advisors LLC | Wealth advisor | 409.3K | $18.3M | 0.5% | +1.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 406.4K | $18.2M | 0.1% | -4.9% |
| Nilsine Partners, LLC | Other | 398.4K | $17.5M | 1.4% | -23.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 368.5K | $16.5M | 0.1% | +1577.6% |
| &PARTNERS | Diversified mechanical | 366.4K | $16.4M | 0.1% | +35.2% |
| Advisory Services Network, LLC | Diversified mechanical | 344.1K | $15.4M | 0.2% | -21.7% |
| Mutual Advisors, LLC | Wealth advisor | 239.5K | $10.7M | 0.2% | +3.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 230.3K | $10.3M | 0.1% | -9.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 204.0K | $9.1M | 0.0% | +192.1% |
| Proactive Wealth Strategies LLC | Wealth advisor | 191.1K | $8.5M | 1.6% | +88.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 184.2K | $8.2M | 0.0% | +124.4% |
| ROYAL BANK OF CANADA | Bank broker | 183.0K | $8.2M | 0.0% | +134.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 177.3K | $7.9M | 0.1% | +74.1% |
| NewSquare Capital LLC | Wealth advisor | 170.8K | $7.6M | 0.7% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 164.9K | $7.4M | 0.0% | -9.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 149.8K | $6.7M | 0.0% | +135.3% |
| Summit Financial, LLC | Wealth advisor | 148.9K | $6.7M | 0.1% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 147.9K | $6.6M | 0.2% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 138.1K | $6.2M | 0.0% | +1.4% |
| Cetera Investment Advisers | Wealth advisor | 130.2K | $5.8M | 0.0% | +70.1% |
| World Investment Advisors | Wealth advisor | 110.1K | $4.9M | 0.1% | -6.9% |
| Prosperity Financial Group, Inc. | Wealth advisor | 105.4K | $4.7M | 1.7% | -14.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 74.9K | $3.4M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 74.3K | $3.3M | 0.0% | +3610.3% |
| FLOW TRADERS U.S. LLC | Market maker | 63.0K | $2.8M | 0.1% | New |
| Sigma Planning Corp | Wealth advisor | 61.3K | $2.7M | 0.1% | +1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 61.1K | $2.7M | 0.0% | +104.1% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 59.9K | $2.7M | 0.6% | +947.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 59.6K | $2.7M | 0.0% | +833.4% |
| Concorde Asset Management, LLC | Wealth advisor | 56.4K | $2.5M | 1.2% | -9.2% |
| Private Advisor Group, LLC | Wealth advisor | 48.2K | $2.2M | 0.0% | +38.8% |
| IFP Advisors, Inc | Wealth advisor | 47.5K | $2.1M | 0.0% | +2.8% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 42.9K | $1.9M | 0.1% | +6.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.1K | $1.6M | 0.0% | +70.3% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 29.9K | $1.3M | 0.1% | -43.5% |
| Davis Investment Partners, LLC | Wealth advisor | 29.4K | $1.3M | 0.5% | -16.9% |
| Independent Advisor Alliance | Wealth advisor | 28.3K | $1.3M | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 28.3K | $1.3M | 0.0% | New |
| Owen LaRue, LLC | Wealth advisor | 27.8K | $1.2M | 0.5% | 0.0% |
| CWM, LLC | Wealth advisor | 27.8K | $1.2M | 0.0% | +268.7% |
| TriaGen Wealth Management LLC | Wealth advisor | 25.9K | $1.2M | 0.3% | -23.6% |
| Kovack Advisors, Inc. | Other | 24.7K | $1.1M | 0.1% | +8.4% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 24.1K | $1.1M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.