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 Q2	$434K	Hold	9,485	–	–	0.06%	51
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

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

Northwest Financial Advisors's MISL Position: Q2 2026 in Review

Northwest Financial Advisors held its First Trust Indxx Aerospace & Defense ETF (MISL) position steady in Q2 2026 at 9,485 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #51.

Northwest Financial Advisors first reported a position in MISL in Q1 2024 and has held it in 10 quarters since. The position peaked at $732K in Q3 2024. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Northwest Financial Advisors held 9,485 shares of First Trust Indxx Aerospace & Defense ETF worth $434K as of Q2 2026.
Northwest Financial Advisors left its First Trust Indxx Aerospace & Defense ETF share count unchanged in Q2 2026.
First Trust Indxx Aerospace & Defense ETF made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #51 holding.
Northwest Financial Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
Northwest Financial Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $732K in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.