Carson Wealth (CWM LLC)
MISL icon

Carson Wealth (CWM LLC)’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.24M Buy
27,751
+20,225
+269% +$975K ﹤0.01% 1423
2025
Q4 		$322K Buy
+7,526
New +$316K ﹤0.01% 2213

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

Carson Wealth (CWM LLC)'s MISL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 269% in Q1 2026, buying an estimated $975K and bringing the position to 27,751 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Carson Wealth (CWM LLC) first reported a position in MISL in Q4 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,751 shares of First Trust Indxx Aerospace & Defense ETF worth $1.24M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,225 First Trust Indxx Aerospace & Defense ETF shares in Q1 2026, an estimated $975K.
  • First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1423 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.