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Concurrent Investment Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-7,181
Closed -$228K – 1186
2024
Q3 		$228K Buy
+7,181
New +$215K 0.01% 888

Other funds holding MISL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Concurrent Investment Advisors's MISL Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q4 2024, closing a stake of 7,181 shares — an estimated $228K sold.

Concurrent Investment Advisors first reported a position in MISL in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 43 funds tracked by Wall St. Rank hold MISL as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 7,181 First Trust Indxx Aerospace & Defense ETF shares in Q4 2024, an estimated $228K.
  • Concurrent Investment Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $228K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.