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

Simplicity Wealth’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 		$612K Buy
13,366
+3,196
+31% +$146K 0.02% 567
2026
Q1 		$455K Buy
+10,170
New +$490K 0.03% 474

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Simplicity Wealth's MISL Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 31% in Q2 2026, buying an estimated $146K and bringing the position to 13,366 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #567.

Simplicity Wealth first reported a position in MISL in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Simplicity Wealth held 13,366 shares of First Trust Indxx Aerospace & Defense ETF worth $612K as of Q2 2026.
  • Simplicity Wealth bought 3,196 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $146K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #567 holding.
  • Simplicity Wealth first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.