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Triumph Capital Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Triumph Capital 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
Q1 		$4.78K Hold
107
– – ﹤0.01% 1322
2025
Q4 		$4.58K Buy
+107
New +$4.49K ﹤0.01% 1291
2025
Q1 		– Sell
-29,114
Closed -$886K – 294
2024
Q4 		$886K Sell
29,114
-1,684
-5% -$53.6K 0.3% 78
2024
Q3 		$977K Sell
30,798
-2,230
-7% -$66.8K 0.35% 62
2024
Q2 		$924K Sell
33,028
-5,317
-14% -$147K 0.36% 69
2024
Q1 		$1.03M Sell
38,345
-3,196
-8% -$82.3K 0.42% 52
2023
Q4 		$1.06M Sell
41,541
-3,079
-7% -$72.8K 0.45% 54
2023
Q3 		$972K Buy
+44,620
New +$1.03M 0.44% 56

Other funds holding MISL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return