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Core Wealth Advisors (Florida)’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q2 		– Sell
-34
Closed -$764 – 262
2023
Q1 		$764 Buy
+34
New +$763 ﹤0.01% 240

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MISL Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2023, closing a stake of 34 shares — an estimated $764 sold.

Core Wealth Advisors (Florida) first reported a position in MISL in Q1 2023 and held it in 1 quarter. The position peaked at $764 in Q1 2023. 13 funds tracked by Wall St. Rank hold MISL as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 34 First Trust Indxx Aerospace & Defense ETF shares in Q2 2023, an estimated $764.
  • Core Wealth Advisors (Florida) first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s First Trust Indxx Aerospace & Defense ETF position peaked at $764 in Q1 2023.
  • 13 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.