AWM
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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
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return