LPL Financial
MISL icon

LPL Financial’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

LPL Financial’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 		$49M Buy
1,071,583
+77,517
+8% +$3.55M 0.01% 1012
2026
Q1 		$44.4M Buy
994,066
+360,034
+57% +$17.4M 0.01% 972
2025
Q4 		$27.1M Buy
634,032
+189,250
+43% +$7.94M 0.01% 1200
2025
Q3 		$18.4M Buy
444,782
+77,630
+21% +$3.03M 0.01% 1421
2025
Q2 		$13.7M Buy
367,152
+18,269
+5% +$604K ﹤0.01% 1495
2025
Q1 		$10.6M Sell
348,883
-192,202
-36% -$5.9M ﹤0.01% 1561
2024
Q4 		$16.5M Buy
541,085
+235,285
+77% +$7.49M 0.01% 1197
2024
Q3 		$9.7M Buy
305,800
+18,574
+6% +$557K ﹤0.01% 1487
2024
Q2 		$8.04M Buy
287,226
+123,086
+75% +$3.41M ﹤0.01% 1507
2024
Q1 		$4.46M Buy
164,140
+111,678
+213% +$2.87M ﹤0.01% 1879
2023
Q4 		$1.34M Buy
+52,462
New +$1.24M ﹤0.01% 2795

Other funds holding MISL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's MISL Position: Q2 2026 in Review

LPL Financial increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 7.8% in Q2 2026, buying an estimated $3.55M and bringing the position to 1,071,583 shares worth $49M. The position accounts for 0.01% of the portfolio, ranked #1012.

LPL Financial first reported a position in MISL in Q4 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • LPL Financial held 1,071,583 shares of First Trust Indxx Aerospace & Defense ETF worth $49M as of Q2 2026.
  • LPL Financial bought 77,517 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $3.55M.
  • First Trust Indxx Aerospace & Defense ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1012 holding.
  • LPL Financial first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.