Mattern Wealth Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Mattern 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
2026 Q2	$458K	Buy	+10,000	New	+$458K	0.08%	115

Other funds holding MISL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Mattern Wealth Management's MISL Position: Q2 2026 in Review

Mattern Wealth Management opened a new position in First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026: 10,000 shares worth $458K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

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

Mattern Wealth Management held 10,000 shares of First Trust Indxx Aerospace & Defense ETF worth $458K as of Q2 2026.
First Trust Indxx Aerospace & Defense ETF was a new Mattern Wealth Management position in Q2 2026.
First Trust Indxx Aerospace & Defense ETF made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #115 holding.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.