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

Summit Financial’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 		– Sell
-148,944
Closed -$6.66M – 1610
2026
Q1 		$6.66M Buy
+148,944
New +$7.18M 0.08% 250

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

Summit Financial's MISL Position: Q2 2026 in Review

Summit Financial sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 148,944 shares — an estimated $6.66M sold.

Summit Financial first reported a position in MISL in Q1 2026 and held it in 1 quarter. The position peaked at $6.66M in Q1 2026. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Summit Financial reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 148,944 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $6.66M.
  • Summit Financial first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial's First Trust Indxx Aerospace & Defense ETF position peaked at $6.66M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.