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

TriaGen 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
2026
Q2 		– Sell
-25,882
Closed -$1.16M – 208
2026
Q1 		$1.16M Sell
25,882
-7,980
-24% -$385K 0.32% 73
2025
Q4 		$1.45M Buy
+33,862
New +$1.42M 0.37% 67

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

TriaGen Wealth Management's MISL Position: Q2 2026 in Review

TriaGen Wealth Management sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 25,882 shares — an estimated $1.16M sold.

TriaGen Wealth Management first reported a position in MISL in Q4 2025 and held it in 2 quarters. The position peaked at $1.45M in Q4 2025. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • TriaGen Wealth Management reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 25,882 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $1.16M.
  • TriaGen Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and held it in 2 quarters.
  • TriaGen Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $1.45M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.