AE Wealth Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

AE Wealth Management’s Portfolio MISL Stock Details MISL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$667K	Buy	14,565 +2,666	+22%	+$122K	﹤0.01%	1086
2026 Q1	$532K	Buy	11,899 +11,529	+3,116%	+$556K	﹤0.01%	1082
2025 Q4	$15.8K	Buy	370 +59	+19%	+$2.48K	﹤0.01%	2074
2025 Q3	$12.9K	Hold	311	–	–	﹤0.01%	1965
2025 Q2	$11.6K	Hold	311	–	–	﹤0.01%	1853
2025 Q1	$9.42K	Buy	311 +25	+9%	+$767	﹤0.01%	1865
2024 Q4	$8.7K	Buy	+286	New	+$9.11K	﹤0.01%	1859
2024 Q1	–	Sell	-171,238	Closed	-$4.26M	–	1663
2023 Q4	$4.26M	Sell	171,238 -39,150	-19%	-$926K	0.02%	649
2023 Q3	$4.58M	Buy	210,388 +19,976	+10%	+$459K	0.03%	568
2023 Q2	$4.43M	Buy	190,412 +76,995	+68%	+$1.72M	0.03%	575
2023 Q1	$2.55M	Buy	+113,417	New	+$2.54M	0.02%	709

Other funds holding MISL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

AE Wealth Management's MISL Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 22% in Q2 2026, buying an estimated $122K and bringing the position to 14,565 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

AE Wealth Management first reported a position in MISL in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q3 2023. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

AE Wealth Management held 14,565 shares of First Trust Indxx Aerospace & Defense ETF worth $667K as of Q2 2026.
AE Wealth Management bought 2,666 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $122K.
First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1086 holding.
AE Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2023 and has held it in 11 quarters since.
AE Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $4.58M in Q3 2023.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.