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NewSquare Capital’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

NewSquare Capital’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 		$10M Buy
218,964
+48,131
+28% +$2.2M 0.74% 33
2026
Q1 		$7.64M Buy
+170,833
New +$8.23M 0.66% 41

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewSquare Capital's MISL Position: Q2 2026 in Review

NewSquare Capital increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 28% in Q2 2026, buying an estimated $2.2M and bringing the position to 218,964 shares worth $10M. The position accounts for 0.74% of the portfolio, ranked #33.

NewSquare Capital first reported a position in MISL in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • NewSquare Capital held 218,964 shares of First Trust Indxx Aerospace & Defense ETF worth $10M as of Q2 2026.
  • NewSquare Capital bought 48,131 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $2.2M.
  • First Trust Indxx Aerospace & Defense ETF made up 0.74% of NewSquare Capital's portfolio in Q2 2026, its #33 holding.
  • NewSquare Capital first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.