Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF include Clear Creek Financial Management, LLC, J.w. Cole Advisors, Inc., National Asset Management, Inc., Summit Wealth Group Llc / Co, Change Path, LLC, Total Investment Management Inc, Ameritas Advisory Services, LLC, Twin Peaks Wealth Advisors, LLC, and Simplex Trading, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241,385 | 11.41 | 9,018 | 37.47 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 14,112 | 527 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 220,940 | 3.72 | 8,712 | 30.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 51,512 | 22.75 | 1,924 | 51.50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 875 | 33 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 174,168 | 971.34 | 6,507 | 1,222.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 384,581 | 11.05 | 14 | 40.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 705 | 12.80 | 26 | 44.44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,567 | 1,030 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 118,255 | 0.81 | 4,418 | 24.42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,502 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 367,152 | 5.24 | 13,717 | 29.84 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 794 | 31 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,684 | 362 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 55,810 | 30.21 | 2,085 | 60.76 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26,459 | 989 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9,100 | 1.11 | 340 | 24.63 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 502 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,096 | 75.36 | 41 | 122.22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3,246 | 121 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 120,286 | 2.18 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 46,968 | 1,755 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 37,648 | 6.61 | 1,407 | 31.52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,217 | 28.91 | 718 | 58.98 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,115 | 174.68 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,330 | 4.19 | 349 | 28.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,072 | 572.67 | 302 | 736.11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,348 | 11.34 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 19,116 | 3.07 | 714 | 27.27 |
