MIM
MISL icon

Marshall Investment Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Marshall Investment 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
2026
Q2 		– Sell
-22,898
Closed -$1.02M – 518
2026
Q1 		$1.02M Buy
+22,898
New +$1.1M 0.49% 48

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

Marshall Investment Management's MISL Position: Q2 2026 in Review

Marshall Investment Management sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 22,898 shares — an estimated $1.02M sold.

Marshall Investment Management first reported a position in MISL in Q1 2026 and held it in 1 quarter. The position peaked at $1.02M in Q1 2026. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Marshall Investment Management reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 22,898 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $1.02M.
  • Marshall Investment Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's First Trust Indxx Aerospace & Defense ETF position peaked at $1.02M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.