UBS Group
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UBS Group’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-50
Closed -$1.59K – 10224
2024
Q3 		$1.59K Buy
+50
New +$1.5K ﹤0.01% 8601
2023
Q4 		– Sell
-2,296
Closed -$50K – 9674
2023
Q3 		$50K Buy
2,296
+1,831
+394% +$42.1K ﹤0.01% 6286
2023
Q2 		$10.8K Buy
+465
New +$10.4K ﹤0.01% 7121

Other funds holding MISL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's MISL Position: Q4 2024 in Review

UBS Group sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q4 2024, closing a stake of 50 shares — an estimated $1.59K sold.

UBS Group first reported a position in MISL in Q2 2023 and held it in 3 quarters. The position peaked at $50K in Q3 2023. 43 funds tracked by Wall St. Rank hold MISL as of Q4 2024.

  • UBS Group reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 50 First Trust Indxx Aerospace & Defense ETF shares in Q4 2024, an estimated $1.59K.
  • UBS Group first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2023 and held it in 3 quarters.
  • UBS Group's First Trust Indxx Aerospace & Defense ETF position peaked at $50K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.