SPC
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Sigma Planning Corp’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Sigma Planning Corp’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 		$2.74M Buy
61,324
+606
+1% +$29.2K 0.08% 271
2025
Q4 		$2.6M Sell
60,718
-1,011
-2% -$42.4K 0.07% 278
2025
Q3 		$2.56M Buy
61,729
+42,512
+221% +$1.66M 0.07% 273
2025
Q2 		$718K Buy
19,217
+4,310
+29% +$142K 0.02% 633
2025
Q1 		$451K Sell
14,907
-892
-6% -$27.4K 0.01% 778
2024
Q4 		$481K Sell
15,799
-241
-2% -$7.68K 0.02% 757
2024
Q3 		$509K Buy
16,040
+103
+0.6% +$3.09K 0.02% 740
2024
Q2 		$446K Buy
15,937
+222
+1% +$6.15K 0.01% 773
2024
Q1 		$427K Buy
+15,715
New +$404K 0.01% 829

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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