Key Client Fiduciary Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Key Client Fiduciary 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
2026 Q1	–	Sell	-305,449	Closed	-$13.1M	–	224
2025 Q4	$13.1M	Sell	305,449 -1,644	-0.5%	-$69K	4.46%	3
2025 Q3	$12.7M	Sell	307,093 -1,868	-0.6%	-$72.8K	4.22%	3
2025 Q2	$11.5M	Sell	308,961 -3,783	-1%	-$125K	4.67%	2
2025 Q1	$9.47M	Sell	312,744 -1,151	-0.4%	-$35.3K	4.31%	3
2024 Q4	$9.55M	Sell	313,895 -5,765	-2%	-$184K	4.21%	4
2024 Q3	$10.1M	Sell	319,660 -65	-0%	-$1.95K	4.54%	4
2024 Q2	$8.95M	Buy	319,725 +6,099	+2%	+$169K	4.45%	4
2024 Q1	$8.53M	Sell	313,626 -8,794	-3%	-$226K	4.53%	4
2023 Q4	$8.21M	Buy	322,420 +194,139	+151%	+$4.59M	4.76%	4
2023 Q3	$2.79M	Buy	+128,281	New	+$2.95M	1.71%	14

Other funds holding MISL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Key Client Fiduciary Advisors's MISL Position: Q1 2026 in Review

Key Client Fiduciary Advisors sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q1 2026, closing a stake of 305,449 shares — an estimated $13.1M sold.

Key Client Fiduciary Advisors first reported a position in MISL in Q3 2023 and held it in 10 quarters. The position peaked at $13.1M in Q4 2025. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

Key Client Fiduciary Advisors reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Key Client Fiduciary Advisors sold 305,449 First Trust Indxx Aerospace & Defense ETF shares in Q1 2026, an estimated $13.1M.
Key Client Fiduciary Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q3 2023 and held it in 10 quarters.
Key Client Fiduciary Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $13.1M in Q4 2025.
136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.