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MISL Institutional Ownership

First Trust Indxx Aerospace & Defense ETF
1W: -1.4% 1M: -2.2% 3M: -10.4% YTD: -5.3% 1Y: +0.7% 3Y: +95.8%
$42.04
+0.26 (+0.62%)
 
Weekly Expected Move ±1.8%
$41 $41 $42 $43 $44
ETF AMEX · AUM $198.0M

Institutional Ownership — MISL

158
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
616M
Total Invested
23
New Positions
57
Increased
65
Reduced
30
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (165 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Harel Insurance Investments & Financia 5,312,400 $223M +1,359,400 +34.4% 3Q SEC ↗
2 LPL Financial LLC 1,071,583 $45M +77,517 +7.8% 11Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 840,063 $35M +236,259 +39.1% 7Q SEC ↗
4 WELLS FARGO & COMPANY/MN 683,110 $29M -229,417 -25.1% 3Q SEC ↗
5 WCG Wealth Advisors LLC 424,562 $18M +15,301 +3.7% 3Q SEC ↗
6 MML INVESTORS SERVICES, LLC 366,437 $15M -63,158 -14.7% 6Q SEC ↗
7 Kestra Advisory Services, LLC 341,451 $14M -27,084 -7.3% 10Q SEC ↗
8 Mutual Advisors, LLC 249,563 $10M +10,015 +4.2% 14Q SEC ↗
9 MORGAN STANLEY 235,721 $10M -225,134 -48.9% 10Q SEC ↗
10 NewSquare Capital LLC 218,964 $9M +48,131 +28.2% 2Q SEC ↗
11 OSAIC HOLDINGS, INC. 216,891 $9M +51,949 +31.5% 14Q SEC ↗
12 D.A. DAVIDSON & CO. 205,794 $9M -24,554 -10.7% 14Q SEC ↗
13 STIFEL FINANCIAL CORP 197,816 $8M -6,157 -3.0% 10Q SEC ↗
14 Proactive Wealth Strategies LLC 190,085 $8M -1,037 -0.5% 3Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 160,686 $7M +10,842 +7.2% 14Q SEC ↗
16 Cetera Investment Advisers 145,898 $6M +15,723 +12.1% 14Q SEC ↗
17 DAYMARK WEALTH PARTNERS, LLC 139,107 $6M -8,787 -5.9% 2Q SEC ↗
18 Cambridge Investment Research Advisors 128,573 $5M -55,605 -30.2% 13Q SEC ↗
19 Janney Montgomery Scott LLC 121,391 $5M -16,738 -12.1% 7Q SEC ↗
20 World Investment Advisors 110,090 $5M — +0.0% 3Q SEC ↗
21 Prosperity Financial Group, Inc. 105,943 $4M +534 +0.5% 9Q SEC ↗
22 TOUNJIAN ADVISORY PARTNERS, LLC NEW 101,945 $4M — +0.0% 1Q SEC ↗
23 IFP Advisors, Inc 101,253 $4M +53,706 +113.0% 11Q SEC ↗
24 ROYAL BANK OF CANADA 97,388 $4M -85,590 -46.8% 3Q SEC ↗
25 BENJAMIN EDWARDS INC 90,553 $4M -86,781 -48.9% 8Q SEC ↗
26 ASSETMARK, INC 88,875 $4M +14,557 +19.6% 7Q SEC ↗
27 COMMONWEALTH EQUITY SERVICES, LLC 83,832 $4M +22,762 +37.3% 9Q SEC ↗
28 Garden State Investment Advisory Servi 75,097 $3M +15,247 +25.5% 3Q SEC ↗
29 NewEdge Advisors, LLC 70,817 $3M -335,587 -82.6% 6Q SEC ↗
30 BIP Wealth, LLC 70,412 $3M +65,111 +1228.3% 2Q SEC ↗
31 &PARTNERS 60,430 $3M -305,920 -83.5% 3Q SEC ↗
32 Private Advisor Group, LLC 57,330 $2M +9,105 +18.9% 3Q SEC ↗
33 Concorde Asset Management, LLC 56,443 $2M +37 +0.1% 4Q SEC ↗
34 FLOW TRADERS U.S. LLC 55,808 $2M -7,204 -11.4% 2Q SEC ↗
35 Sigma Planning Corp 53,574 $2M -7,750 -12.6% 10Q SEC ↗
36 WEALTH ENHANCEMENT ADVISORY SERVICES, 44,579 $2M -30,276 -40.4% 2Q SEC ↗
37 Capital Investment Advisory Services, 43,948 $2M +1,072 +2.5% 14Q SEC ↗
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,185 $2M +8,055 +22.9% 4Q SEC ↗
39 Global Assets Advisory, LLC NEW 41,917 $2M — +0.0% 1Q SEC ↗
40 Buska Wealth Management, LLC 38,200 $2M +25,063 +190.8% 2Q SEC ↗
41 CITADEL ADVISORS LLC 37,101 $2M -22,525 -37.8% 4Q SEC ↗
42 Tower Research Capital LLC (TRC) 35,695 $2M +28,406 +389.7% 2Q SEC ↗
43 RFG Advisory, LLC NEW 29,748 $1M — +0.0% 1Q SEC ↗
44 FIFTH THIRD BANCORP 28,583 $1M +312 +1.1% 2Q SEC ↗
45 INSIGNEO ADVISORY SERVICES, LLC NEW 28,150 $1M — +0.0% 1Q SEC ↗
46 CWM, LLC 27,751 $1M +20,225 +268.7% 2Q SEC ↗
47 Owen LaRue, LLC 26,800 $1M -1,000 -3.6% 11Q SEC ↗
48 JPMORGAN CHASE & CO NEW 26,024 $1M — +0.0% 1Q SEC ↗
49 TRUIST FINANCIAL CORP 23,520 $989K +6,837 +41.0% 2Q SEC ↗
50 Gladstone Institutional Advisory LLC 23,510 $988K -582 -2.4% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Harel Insurance Investments & Finan +1,359,400 +34.4% 5,312,400
RAYMOND JAMES FINANCIAL INC +236,259 +39.1% 840,063
LPL Financial LLC +77,517 +7.8% 1,071,583
BIP Wealth, LLC +65,111 +1228.3% 70,412
IFP Advisors, Inc +53,706 +113.0% 101,253
OSAIC HOLDINGS, INC. +51,949 +31.5% 216,891
NewSquare Capital LLC +48,131 +28.2% 218,964
Tower Research Capital LLC (TRC) +28,406 +389.7% 35,695
Buska Wealth Management, LLC +25,063 +190.8% 38,200
COMMONWEALTH EQUITY SERVICES, LLC +22,762 +37.3% 83,832
CWM, LLC +20,225 +268.7% 27,751
INTERNATIONAL ASSETS INVESTMENT MAN +17,331 +323.5% 22,689
Cetera Investment Advisers +15,723 +12.1% 145,898
WCG Wealth Advisors LLC +15,301 +3.7% 424,562
Garden State Investment Advisory Se +15,247 +25.5% 75,097
ASSETMARK, INC +14,557 +19.6% 88,875
ENVESTNET ASSET MANAGEMENT INC +10,842 +7.2% 160,686
Mutual Advisors, LLC +10,015 +4.2% 249,563
Baird Financial Group, Inc. +9,707 +129.2% 17,218
Private Advisor Group, LLC +9,105 +18.9% 57,330
Biggest Decreases (20)
HolderReducedChange %Total Shares
NewEdge Advisors, LLC -335,587 -82.6% 70,817
&PARTNERS -305,920 -83.5% 60,430
WELLS FARGO & COMPANY/MN -229,417 -25.1% 683,110
MORGAN STANLEY -225,134 -48.9% 235,721
BENJAMIN EDWARDS INC -86,781 -48.9% 90,553
ROYAL BANK OF CANADA -85,590 -46.8% 97,388
MML INVESTORS SERVICES, LLC -63,158 -14.7% 366,437
Cambridge Investment Research Advis -55,605 -30.2% 128,573
WEALTH ENHANCEMENT ADVISORY SERVICE -30,276 -40.4% 44,579
Transamerica Financial Advisors, LL -29,409 -98.5% 441
Kestra Advisory Services, LLC -27,084 -7.3% 341,451
D.A. DAVIDSON & CO. -24,554 -10.7% 205,794
CITADEL ADVISORS LLC -22,525 -37.8% 37,101
Janney Montgomery Scott LLC -16,738 -12.1% 121,391
Realta Investment Advisors -16,659 -93.2% 1,218
Clear Creek Financial Management, L -16,067 -71.0% 6,548
DAYMARK WEALTH PARTNERS, LLC -8,787 -5.9% 139,107
Sigma Planning Corp -7,750 -12.6% 53,574
FLOW TRADERS U.S. LLC -7,204 -11.4% 55,808
NORTHWESTERN MUTUAL WEALTH MANAGEME -7,122 -91.3% 677

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms