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J. Arnold Wealth Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

J. Arnold Wealth Management’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
Q4 		$289K Sell
11,361
-500,493
-98% -$11.8M 0.1% 32
2023
Q3 		$11.2M Buy
+511,854
New +$11.8M 4.51% 10

Other funds holding MISL

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

J. Arnold Wealth Management's MISL Position: Q4 2023 in Review

J. Arnold Wealth Management reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 98% in Q4 2023, selling an estimated $11.8M and leaving 11,361 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #32.

J. Arnold Wealth Management first reported a position in MISL in Q3 2023 and has held it in 2 quarters since. The position peaked at $11.2M in Q3 2023. 21 funds tracked by Wall St. Rank hold MISL as of Q4 2023.

  • J. Arnold Wealth Management held 11,361 shares of First Trust Indxx Aerospace & Defense ETF worth $289K as of Q4 2023.
  • J. Arnold Wealth Management sold 500,493 First Trust Indxx Aerospace & Defense ETF shares in Q4 2023, an estimated $11.8M.
  • First Trust Indxx Aerospace & Defense ETF made up 0.1% of J. Arnold Wealth Management's portfolio in Q4 2023, its #32 holding.
  • J. Arnold Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q3 2023 and has held it in 2 quarters since.
  • J. Arnold Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $11.2M in Q3 2023.
  • 21 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.