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

Spire Wealth Management’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
2025
Q2 		– Sell
-4,279
Closed -$130K – 2495
2025
Q1 		$130K Sell
4,279
-59
-1% -$1.81K ﹤0.01% 940
2024
Q4 		$132K Buy
+4,338
New +$138K ﹤0.01% 943

Other funds holding MISL

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Spire Wealth Management's MISL Position: Q2 2025 in Review

Spire Wealth Management sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2025, closing a stake of 4,279 shares — an estimated $130K sold.

Spire Wealth Management first reported a position in MISL in Q4 2024 and held it in 2 quarters. The position peaked at $132K in Q4 2024. 53 funds tracked by Wall St. Rank hold MISL as of Q2 2025.

  • Spire Wealth Management reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 4,279 First Trust Indxx Aerospace & Defense ETF shares in Q2 2025, an estimated $130K.
  • Spire Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $132K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.