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B. Riley Wealth Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-26,780
Closed -$1.15M – 1039
2025
Q4 		$1.15M Buy
26,780
+16
+0.1% +$671 0.05% 326
2025
Q3 		$1.11M Buy
26,764
+305
+1% +$11.9K 0.05% 324
2025
Q2 		$989K Buy
+26,459
New +$874K 0.05% 359

Other funds holding MISL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

B. Riley Wealth Advisors's MISL Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q1 2026, closing a stake of 26,780 shares — an estimated $1.15M sold.

B. Riley Wealth Advisors first reported a position in MISL in Q2 2025 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 26,780 First Trust Indxx Aerospace & Defense ETF shares in Q1 2026, an estimated $1.15M.
  • B. Riley Wealth Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $1.15M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.