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Prosperity Financial Group’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Prosperity Financial Group’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 		$4.71M Sell
105,409
-18,185
-15% -$876K 1.74% 10
2025
Q4 		$5.29M Buy
123,594
+3,940
+3% +$165K 1.9% 10
2025
Q3 		$4.96M Buy
119,654
+1,399
+1% +$54.5K 1.81% 9
2025
Q2 		$4.42M Buy
118,255
+952
+0.8% +$31.5K 1.88% 10
2025
Q1 		$3.55M Buy
117,303
+7,270
+7% +$223K 1.77% 13
2024
Q4 		$3.35M Buy
110,033
+6,604
+6% +$210K 1.67% 13
2024
Q3 		$3.28M Buy
103,429
+65,934
+176% +$1.98M 1.84% 12
2024
Q2 		$1.05M Buy
+37,495
New +$1.04M 0.66% 42

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Prosperity Financial Group's MISL Position: Q1 2026 in Review

Prosperity Financial Group reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 15% in Q1 2026, selling an estimated $876K and leaving 105,409 shares worth $4.71M. The position accounts for 1.74% of the portfolio, ranked #10.

Prosperity Financial Group first reported a position in MISL in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.29M in Q4 2025. 136 funds tracked by Wall St. Rank hold MISL as of Q1 2026.

  • Prosperity Financial Group held 105,409 shares of First Trust Indxx Aerospace & Defense ETF worth $4.71M as of Q1 2026.
  • Prosperity Financial Group sold 18,185 First Trust Indxx Aerospace & Defense ETF shares in Q1 2026, an estimated $876K.
  • First Trust Indxx Aerospace & Defense ETF made up 1.74% of Prosperity Financial Group's portfolio in Q1 2026, its #10 holding.
  • Prosperity Financial Group first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
  • Prosperity Financial Group's First Trust Indxx Aerospace & Defense ETF position peaked at $5.29M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.