AFG
MISL icon

Atomi Financial Group’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Atomi Financial Group’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
2025
Q1 		– Sell
-16,393
Closed -$499K – 1087
2024
Q4 		$499K Buy
+16,393
New +$522K 0.03% 480

Other funds holding MISL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atomi Financial Group's MISL Position: Q1 2025 in Review

Atomi Financial Group sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q1 2025, closing a stake of 16,393 shares — an estimated $499K sold.

Atomi Financial Group first reported a position in MISL in Q4 2024 and held it in 1 quarter. The position peaked at $499K in Q4 2024. 49 funds tracked by Wall St. Rank hold MISL as of Q1 2025.

  • Atomi Financial Group reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 16,393 First Trust Indxx Aerospace & Defense ETF shares in Q1 2025, an estimated $499K.
  • Atomi Financial Group first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Atomi Financial Group's First Trust Indxx Aerospace & Defense ETF position peaked at $499K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.