Medallion Wealth Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Medallion Wealth 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	$6.97K	Hold	156	–	–	﹤0.01%	821
2025 Q4	$6.67K	Hold	156	–	–	﹤0.01%	813
2025 Q3	$6.47K	Hold	156	–	–	﹤0.01%	825
2025 Q2	$5.83K	Hold	156	–	–	﹤0.01%	811
2025 Q1	$4.72K	Hold	156	–	–	﹤0.01%	797
2024 Q4	$4.72K	Buy	+156	New	+$4.97K	﹤0.01%	754

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 $20.6B AUM 59.59% 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 $1.45B AUM 47.06% 1-Year Est. Return

Medallion Wealth Advisors's MISL Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Indxx Aerospace & Defense ETF (MISL) position steady in Q1 2026 at 156 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Medallion Wealth Advisors first reported a position in MISL in Q4 2024 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

Medallion Wealth Advisors held 156 shares of First Trust Indxx Aerospace & Defense ETF worth $6.97K as of Q1 2026.
Medallion Wealth Advisors left its First Trust Indxx Aerospace & Defense ETF share count unchanged in Q1 2026.
First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #821 holding.
Medallion Wealth Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.