FIRST TRUST INDXX AERO & DEF (MISL) Institutional Shareholders
FIRST TRUST INDXX AERO & DEF (MISL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in MISL holdings during the latest filing period.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of MISL tracked by InsiderSet, reporting ownership valued at approximately $656.89M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $632.20M, representing an estimated loss of -3.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed MISL value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST INDXX AERO & DEF (MISL).
This page ranks the largest institutional MISL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
128
Total Reported Value
$1.06B
Largest Holder
First Trust Advisors Lp
Largest Position
$656.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
146
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.47% | 14,692,155 | $656,886,250 | $632,203,430 | -$24,682,820 | -3.76% | |
| Lpl Financial Llc | 0.01% | 994,066 | $44,444,696 | $42,774,660 | -$1,670,036 | -3.76% | |
| Wells Fargo & Company/Mn | 0.01% | 912,527 | $40,799,086 | $39,266,037 | -$1,533,049 | -3.76% | |
| Raymond James Financial Inc | 0.01% | 603,804 | $26,996,085 | $25,981,686 | -$1,014,399 | -3.76% | |
| Morgan Stanley | 0.00% | 460,855 | $20,604,840 | $19,830,591 | -$774,249 | -3.76% | |
| Mml Investors Services, Llc | 0.05% | 429,595 | $19,207,213 | $18,485,473 | -$721,740 | -3.76% | |
| Wcg Wealth Advisors Llc | 0.51% | 409,261 | $18,298,010 | $17,610,501 | -$687,509 | -3.76% | |
| &Partners | 0.08% | 366,350 | $16,379,530 | $15,764,041 | -$615,490 | -3.76% | |
| Kestra Advisory Services, Llc | 0.05% | 341,451 | $15,628,224 | $14,692,637 | -$935,587 | -5.99% | |
| Advisory Services Network, Llc | 0.20% | 344,102 | $15,384,786 | $14,806,709 | -$578,077 | -3.76% | |
| Newedge Advisors, Llc | 0.62% | 109,861 | $13,368,271 | $4,727,319 | -$8,640,952 | -64.64% | |
| Mutual Advisors, Llc | 0.23% | 239,548 | $10,710,184 | $10,307,750 | -$402,434 | -3.76% | |
| Newsquare Capital Llc | 0.74% | 218,964 | $10,021,982 | $9,422,021 | -$599,961 | -5.99% | |
| D.A. Davidson & Co. | 0.05% | 205,794 | $9,419,191 | $8,855,316 | -$563,875 | -5.99% | |
| Stifel Financial Corp | 0.01% | 203,973 | $9,119,657 | $8,776,958 | -$342,699 | -3.76% | |
| Proactive Wealth Strategies Llc | 1.61% | 191,122 | $8,545,130 | $8,223,980 | -$321,150 | -3.76% | |
| Royal Bank Of Canada | 0.00% | 182,978 | $8,181,000 | $7,873,543 | -$307,457 | -3.76% | |
| Osaic Holdings, Inc. | 0.01% | 164,942 | $7,374,624 | $7,097,454 | -$277,170 | -3.76% | |
| Envestnet Asset Management Inc | 0.00% | 149,844 | $6,699,511 | $6,447,787 | -$251,724 | -3.76% | |
| Summit Financial, Llc | 0.08% | 148,944 | $6,659,287 | $6,409,060 | -$250,227 | -3.76% | |
| Daymark Wealth Partners, Llc | 0.16% | 139,107 | $6,366,919 | $5,985,774 | -$381,145 | -5.99% | |
| Cetera Investment Advisers | 0.01% | 130,175 | $5,820,106 | $5,601,430 | -$218,676 | -3.76% | |
| World Investment Advisors | 0.08% | 110,090 | $4,922,124 | $4,737,173 | -$184,951 | -3.76% | |
| Prosperity Financial Group, Inc. | 1.50% | 105,943 | $4,849,016 | $4,558,727 | -$290,289 | -5.99% | |
| Ifp Advisors, Inc | 0.08% | 101,253 | $4,634,350 | $4,356,917 | -$277,433 | -5.99% | |
| Benjamin Edwards Inc | 0.04% | 90,553 | $4,144,441 | $3,896,496 | -$247,945 | -5.98% | |
| Assetmark, Inc | 0.01% | 88,875 | $4,067,809 | $3,824,291 | -$243,518 | -5.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 83,832 | $3,836,990 | $3,607,291 | -$229,699 | -5.99% | |
| Sigma Planning Corp | 0.08% | 61,324 | $2,741,778 | $2,638,772 | -$103,006 | -3.76% | |
| Garden State Investment Advisory Services Llc | 0.64% | 59,850 | $2,675,894 | $2,575,346 | -$100,549 | -3.76% | |
| Citadel Advisors Llc | 0.00% | 59,626 | $2,665,878 | $2,565,707 | -$100,171 | -3.76% | |
| Private Advisor Group, Llc | 0.01% | 57,330 | $2,624,003 | $2,466,910 | -$157,093 | -5.99% | |
| Capital Investment Advisory Services, Llc | 0.12% | 43,948 | $2,011,500 | $1,891,082 | -$120,418 | -5.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 44,579 | $1,985,103 | $1,918,234 | -$66,869 | -3.37% | |
| Global Assets Advisory, Llc | 0.42% | 41,917 | $1,935,703 | $1,803,689 | -$132,014 | -6.82% | |
| Buska Wealth Management, Llc | 0.63% | 38,200 | $1,748,414 | $1,643,746 | -$104,668 | -5.99% | |
| Susquehanna International Group, Llp | 0.00% | 35,130 | $1,570,662 | $1,511,644 | -$59,018 | -3.76% | |
| Rfg Advisory, Llc | 0.02% | 29,748 | $1,361,572 | $1,280,056 | -$81,516 | -5.99% | |
| Transamerica Financial Advisors, Llc | 0.11% | 29,850 | $1,334,597 | $1,284,446 | -$50,152 | -3.76% | |
| Davis Investment Partners, Llc | 0.46% | 29,361 | $1,312,713 | $1,263,404 | -$49,309 | -3.76% | |
| Independent Advisor Alliance | 0.01% | 28,274 | $1,264,133 | $1,216,630 | -$47,503 | -3.76% | |
| Fifth Third Bancorp | 0.00% | 28,271 | $1,263,996 | $1,216,501 | -$47,495 | -3.76% | |
| Cwm, Llc | 0.00% | 27,751 | $1,240,747 | $1,194,126 | -$46,621 | -3.76% | |
| Owen Larue, Llc | 0.43% | 26,800 | $1,226,614 | $1,153,204 | -$73,410 | -5.98% | |
| Truist Financial Corp | 0.00% | 23,520 | $1,076,494 | $1,012,066 | -$64,428 | -5.99% | |
| Gladstone Institutional Advisory Llc | 0.03% | 23,510 | $1,076,061 | $1,011,635 | -$64,426 | -5.99% | |
| International Assets Investment Management, Llc | 0.06% | 22,689 | $1,041,438 | $976,308 | -$65,130 | -6.25% | |
| Marshall Investment Management, Llc | 0.49% | 22,898 | $1,023,780 | $985,301 | -$38,479 | -3.76% | |
| Adamsbrown Wealth Consultants Llc | 0.18% | 21,345 | $976,950 | $918,475 | -$58,475 | -5.99% | |
| Tudor Financial Inc. | 0.49% | 3,443 | $964,199 | $148,152 | -$816,047 | -84.63% |
Frequently asked questions about MISL
Who owns the most MISL stock?
The largest holders of MISL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INDXX AERO & DEF (MISL).
Is MISL widely held by superinvestors?
Many widely followed stocks like MISL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MISL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.