WWA
MISL icon

WCG Wealth Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

WCG Wealth 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 		$19.4M Buy
424,562
+15,301
+4% +$700K 0.46% 61
2026
Q1 		$18.3M Buy
409,261
+7,566
+2% +$365K 0.51% 55
2025
Q4 		$17.2M Buy
+401,695
New +$16.8M 0.48% 59

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's MISL Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 3.7% in Q2 2026, buying an estimated $700K and bringing the position to 424,562 shares worth $19.4M. The position accounts for 0.46% of the portfolio, ranked #61.

WCG Wealth Advisors first reported a position in MISL in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • WCG Wealth Advisors held 424,562 shares of First Trust Indxx Aerospace & Defense ETF worth $19.4M as of Q2 2026.
  • WCG Wealth Advisors bought 15,301 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $700K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.46% of WCG Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • WCG Wealth Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.