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

Northwest Financial 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 		$424K Buy
9,485
+4
+0% +$193 0.82% 36
2025
Q4 		$406K Sell
9,481
-2,010
-17% -$84.3K 0.83% 37
2025
Q3 		$476K Buy
11,491
+13
+0.1% +$507 0.61% 45
2025
Q2 		$429K Sell
11,478
-11,662
-50% -$385K 0.6% 50
2025
Q1 		$701K Buy
23,140
+10
+0% +$307 0.58% 43
2024
Q4 		$704K Buy
23,130
+47
+0.2% +$1.5K 0.58% 43
2024
Q3 		$732K Buy
23,083
+8
+0% +$240 0.58% 38
2024
Q2 		$646K Buy
23,075
+10
+0% +$277 0.66% 36
2024
Q1 		$627K Buy
+23,065
New +$594K 0.69% 37

Other funds holding MISL

First Trust Advisors
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return