Owen LaRue’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Owen LaRue’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	$1.23M	Sell	26,800 -1,000	-4%	-$45.8K	0.43%	57
2026 Q1	$1.24M	Buy	27,800 +2	+0%	+$96	0.48%	50
2025 Q4	$1.19M	Sell	27,798 -500	-2%	-$21K	0.45%	52
2025 Q3	$1.17M	Buy	28,298 +34	+0.1%	+$1.32K	0.46%	49
2025 Q2	$1.06M	Sell	28,264 -987	-3%	-$32.6K	0.45%	53
2025 Q1	$886K	Sell	29,251 -32,949	-53%	-$1.01M	0.44%	51
2024 Q4	$1.89M	Sell	62,200 -4,006	-6%	-$128K	0.99%	25
2024 Q3	$2.1M	Sell	66,206 -4,382	-6%	-$131K	1.12%	26
2024 Q2	$1.98M	Buy	70,588 +62,588	+782%	+$1.73M	1.22%	24
2024 Q1	$218K	Hold	8,000	–	–	0.14%	85
2023 Q4	$204K	Buy	+8,000	New	+$189K	0.19%	70

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

Owen LaRue's MISL Position: Q2 2026 in Review

Owen LaRue reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 3.6% in Q2 2026, selling an estimated $45.8K and leaving 26,800 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #57.

Owen LaRue first reported a position in MISL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2024. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Owen LaRue held 26,800 shares of First Trust Indxx Aerospace & Defense ETF worth $1.23M as of Q2 2026.
Owen LaRue sold 1,000 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $45.8K.
First Trust Indxx Aerospace & Defense ETF made up 0.43% of Owen LaRue's portfolio in Q2 2026, its #57 holding.
Owen LaRue first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
Owen LaRue's First Trust Indxx Aerospace & Defense ETF position peaked at $2.1M in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.