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Capital Performance Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Capital Performance 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
Q2 		$213K Buy
+4,661
New +$213K 0.01% 285

Other funds holding MISL

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Capital Performance Advisors's MISL Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026: 4,661 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Capital Performance Advisors held 4,661 shares of First Trust Indxx Aerospace & Defense ETF worth $213K as of Q2 2026.
  • First Trust Indxx Aerospace & Defense ETF was a new Capital Performance Advisors position in Q2 2026.
  • First Trust Indxx Aerospace & Defense ETF made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #285 holding.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.