Proactive Wealth Strategies
MISL icon

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
Q3 		$7.66M Sell
184,201
-5,884
-3% -$260K 1.18% 26
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Proactive Wealth Strategies's MISL Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 3.1% in Q3 2026, selling an estimated $260K and leaving 184,201 shares worth $7.66M. The position accounts for 1.18% of the portfolio, ranked #26.

Proactive Wealth Strategies first reported a position in MISL in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.7M in Q2 2026. 90 funds tracked by Wall St. Rank hold MISL as of Q3 2026.

  • Proactive Wealth Strategies held 184,201 shares of First Trust Indxx Aerospace & Defense ETF worth $7.66M as of Q3 2026.
  • Proactive Wealth Strategies sold 5,884 First Trust Indxx Aerospace & Defense ETF shares in Q3 2026, an estimated $260K.
  • First Trust Indxx Aerospace & Defense ETF made up 1.18% of Proactive Wealth Strategies's portfolio in Q3 2026, its #26 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Proactive Wealth Strategies's First Trust Indxx Aerospace & Defense ETF position peaked at $8.7M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.