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 Q2	$412K	Buy	9,000 +8,893	+8,311%	+$407K	0.07%	248
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

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

Triumph Capital Management's MISL Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 8,311% in Q2 2026, buying an estimated $407K and bringing the position to 9,000 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #248.

Triumph Capital Management first reported a position in MISL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2023. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Triumph Capital Management held 9,000 shares of First Trust Indxx Aerospace & Defense ETF worth $412K as of Q2 2026.
Triumph Capital Management bought 8,893 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $407K.
First Trust Indxx Aerospace & Defense ETF made up 0.07% of Triumph Capital Management's portfolio in Q2 2026, its #248 holding.
Triumph Capital Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q3 2023 and has held it in 9 quarters since.
Triumph Capital Management's First Trust Indxx Aerospace & Defense ETF position peaked at $1.06M in Q4 2023.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

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