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

Bright Futures 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	–	Sell	-5,851	Closed	-$262K	–	223
2026 Q1	$262K	Sell	5,851 -7,037	-55%	-$339K	0.18%	135
2025 Q4	$551K	Sell	12,888 -1,314	-9%	-$55.1K	0.41%	78
2025 Q3	$589K	Buy	+14,202	New	+$554K	0.46%	69
2025 Q1	$452K	Sell	15,187 -16,610	-52%	-$509K	0.5%	61
2024 Q4	$981K	Buy	31,797 +781	+3%	+$24.9K	0.87%	40
2024 Q3	$995K	Sell	31,016 -880	-3%	-$26.4K	0.48%	64
2024 Q2	$935K	Sell	31,896 -598	-2%	-$16.6K	0.51%	54
2024 Q1	$914K	Buy	+32,494	New	+$836K	0.49%	59

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

Bright Futures Wealth Management's MISL Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 5,851 shares — an estimated $262K sold.

Bright Futures Wealth Management first reported a position in MISL in Q1 2024 and held it in 8 quarters. The position peaked at $995K in Q3 2024. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Bright Futures Wealth Management reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Bright Futures Wealth Management sold 5,851 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $262K.
Bright Futures Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2024 and held it in 8 quarters.
Bright Futures Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $995K in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.