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Mark Sheptoff Financial Planning’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.31K Buy
+116
New +$5.31K ﹤0.01% 443

Other funds holding MISL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Mark Sheptoff Financial Planning's MISL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026: 116 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 116 shares of First Trust Indxx Aerospace & Defense ETF worth $5.31K as of Q2 2026.
  • First Trust Indxx Aerospace & Defense ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #443 holding.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.