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Upturn AI SWOT - About
First Trust Indxx Aerospace & Defense ETF (MISL)
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Upturn Advisory Summary
10/24/2025: MISL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 57.52% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.44 - 37.38 | Updated Date 06/29/2025 |
52 Weeks Range 26.44 - 37.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Indxx Aerospace & Defense ETF
ETF Overview
Overview
The First Trust Indxx Aerospace & Defense ETF (ITA) seeks to track the investment results of the Indxx Aerospace & Defense Index. The fund invests in US companies in the aerospace and defense sectors, offering exposure to companies involved in military, homeland security, and commercial aerospace activities.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong track record, known for innovative and sector-focused ETFs.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing sector-specific ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. companies in the aerospace and defense industry.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, seeking to replicate the performance of the Indxx Aerospace & Defense Index.
Composition The ETF primarily holds stocks of companies involved in the aerospace and defense industry, including manufacturers, suppliers, and service providers.
Market Position
Market Share: ITA holds a significant market share in the aerospace and defense ETF sector, but is not necessarily the dominant player.
Total Net Assets (AUM): 2810000000
Competitors
Key Competitors
- iShares U.S. Aerospace & Defense ETF (ITA)
- SPDR S&P Aerospace & Defense ETF (XAR)
Competitive Landscape
The aerospace and defense ETF sector is competitive, with several ETFs offering similar exposure. ITA differentiates itself through its specific index and weighting methodology. Competitors, like XAR, offer broader diversification while ITA is heavily concentrated on key industry players.
Financial Performance
Historical Performance: Historical performance data is not included in this JSON response but can be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data is not included in this JSON response but can be retrieved from financial data providers.
Expense Ratio: 0.56
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's reasonable liquidity.
Market Dynamics
Market Environment Factors
Government spending on defense, geopolitical tensions, and commercial aviation growth influence the performance of ITA. Interest rate and macroeconomic conditions also impact the sector.
Growth Trajectory
Growth trends are tied to global security concerns, technological advancements in aerospace, and government policy changes. Portfolio adjustments mirror these influences
Moat and Competitive Advantages
Competitive Edge
ITA benefits from the established reputation of First Trust and its specialization in the aerospace and defense sector. The ETF is designed to provide targeted exposure to leading companies in this industry. Its focused approach can lead to outperformance compared to more diversified aerospace and defense ETFs during periods of strong sector performance. However, this also makes it more susceptible to sector-specific risks.
Risk Analysis
Volatility
ITA's volatility tends to be moderate to high, reflecting the cyclical nature of the aerospace and defense industry and sensitivity to geopolitical events.
Market Risk
The ETF is exposed to market risk, sector-specific risk, and geopolitical risk due to its concentration in the aerospace and defense sector.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the aerospace and defense sector with a moderate to high risk tolerance.
Market Risk
ITA is suitable for investors with a long-term investment horizon who understand the cyclical nature of the defense industry and are comfortable with sector-specific risk.
Summary
The First Trust Indxx Aerospace & Defense ETF (ITA) offers focused exposure to the aerospace and defense sector, tracking the Indxx Aerospace & Defense Index. It's managed by First Trust and is ideal for investors who seek to capitalize on the growth of the aerospace and defense industry. ITA's performance is closely linked to government defense spending, geopolitical events, and advancements in aerospace technology. It's important for investors to carefully consider ITA's volatility and sector-specific risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data may vary based on the source and reporting period.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Indxx Aerospace & Defense ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets in the common stocks that comprise the index. The index is a rules-based index, however, the index Provider reserves the right to use qualitative judgment to include, exclude, adjust, or postpone the inclusion of a stock in the index which is the ordinary course discretion that the index Provider has to modify which securities qualify for inclusion in the index in accordance with the rules of its selection methodology. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.