Steward Partners Investment Advisory’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Steward Partners Investment Advisory’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	$477K	Buy	10,429 +1,354	+15%	+$62K	﹤0.01%	1721
2026 Q1	$406K	Buy	9,075 +7,789	+606%	+$375K	﹤0.01%	1623
2025 Q4	$55K	Buy	+1,286	New	+$53.9K	﹤0.01%	2622

Other funds holding MISL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Steward Partners Investment Advisory's MISL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 15% in Q2 2026, buying an estimated $62K and bringing the position to 10,429 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Steward Partners Investment Advisory first reported a position in MISL in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Steward Partners Investment Advisory held 10,429 shares of First Trust Indxx Aerospace & Defense ETF worth $477K as of Q2 2026.
Steward Partners Investment Advisory bought 1,354 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $62K.
First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1721 holding.
Steward Partners Investment Advisory first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.