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

Mutual 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	$10.7M	Buy	239,548 +7,328	+3%	+$353K	0.23%	80
2025 Q4	$9.94M	Buy	232,220 +5,770	+3%	+$242K	0.21%	90
2025 Q3	$9.76M	Buy	226,450 +5,510	+2%	+$215K	0.21%	91
2025 Q2	$8.71M	Buy	220,940 +7,920	+4%	+$262K	0.22%	88
2025 Q1	$6.69M	Sell	213,020 -1,868	-0.9%	-$57.3K	0.19%	106
2024 Q4	$6.78M	Buy	214,888 +8,416	+4%	+$268K	0.2%	95
2024 Q3	$6.6M	Buy	206,472 +51,853	+34%	+$1.55M	0.19%	97
2024 Q2	$4.6M	Buy	154,619 +39,278	+34%	+$1.09M	0.14%	148
2024 Q1	$3.14M	Buy	115,341 +29,235	+34%	+$752K	0.1%	192
2023 Q4	$2.19M	Buy	86,106 +23,370	+37%	+$553K	0.08%	247
2023 Q3	$1.37M	Buy	62,736 +5,656	+10%	+$130K	0.05%	345
2023 Q2	$1.33M	Buy	57,080 +35,007	+159%	+$782K	0.05%	348
2023 Q1	$496K	Buy	+22,073	New	+$495K	0.02%	622

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 $14.7B AUM 47% 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 $1.28B AUM 27.63% 1-Year Est. Return

Mutual Advisors's MISL Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 3.2% in Q1 2026, buying an estimated $353K and bringing the position to 239,548 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #80.

Mutual Advisors first reported a position in MISL in Q1 2023 and has held it in 13 quarters since. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

Mutual Advisors held 239,548 shares of First Trust Indxx Aerospace & Defense ETF worth $10.7M as of Q1 2026.
Mutual Advisors bought 7,328 First Trust Indxx Aerospace & Defense ETF shares in Q1 2026, an estimated $353K.
First Trust Indxx Aerospace & Defense ETF made up 0.23% of Mutual Advisors's portfolio in Q1 2026, its #80 holding.
Mutual Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2023 and has held it in 13 quarters since.
136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.