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Proactive Wealth Strategies’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Proactive Wealth Strategies’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 		$8.7M Sell
190,085
-1,037
-0.5% -$47.5K 1.4% 17
2026
Q1 		$8.55M Buy
191,122
+89,793
+89% +$4.33M 1.61% 13
2025
Q4 		$4.34M Buy
+101,329
New +$4.25M 1.72% 15

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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Proactive Wealth Strategies's MISL Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 0.54% in Q2 2026, selling an estimated $47.5K and leaving 190,085 shares worth $8.7M. The position accounts for 1.4% of the portfolio, ranked #17.

Proactive Wealth Strategies first reported a position in MISL in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Proactive Wealth Strategies held 190,085 shares of First Trust Indxx Aerospace & Defense ETF worth $8.7M as of Q2 2026.
  • Proactive Wealth Strategies sold 1,037 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $47.5K.
  • First Trust Indxx Aerospace & Defense ETF made up 1.4% of Proactive Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.