Gladstone Institutional Advisory’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Gladstone Institutional Advisory’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	$1.08M	Sell	23,510 -582	-2%	-$26.6K	0.03%	401
2026 Q1	$1.08M	Buy	+24,092	New	+$1.16M	0.04%	359

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

Gladstone Institutional Advisory's MISL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 2.4% in Q2 2026, selling an estimated $26.6K and leaving 23,510 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #401.

Gladstone Institutional Advisory first reported a position in MISL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Gladstone Institutional Advisory held 23,510 shares of First Trust Indxx Aerospace & Defense ETF worth $1.08M as of Q2 2026.
Gladstone Institutional Advisory sold 582 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $26.6K.
First Trust Indxx Aerospace & Defense ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #401 holding.
Gladstone Institutional Advisory first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
Gladstone Institutional Advisory's First Trust Indxx Aerospace & Defense ETF position peaked at $1.08M in Q1 2026.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.