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

Transamerica Financial Advisors’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 		$20.2K Sell
441
-29,409
-99% -$1.35M ﹤0.01% 874
2026
Q1 		$1.33M Sell
29,850
-22,960
-43% -$1.11M 0.11% 170
2025
Q4 		$2.26M Buy
+52,810
New +$2.21M 0.19% 118

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

Transamerica Financial Advisors's MISL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 99% in Q2 2026, selling an estimated $1.35M and leaving 441 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Transamerica Financial Advisors first reported a position in MISL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2025. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Transamerica Financial Advisors held 441 shares of First Trust Indxx Aerospace & Defense ETF worth $20.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 29,409 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust Indxx Aerospace & Defense ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #874 holding.
  • Transamerica Financial Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $2.26M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.