MISL β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Prosperity Financial Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Prosperity Financial Group, Inc. reported FIRST TR EXCHANGE TRADED FD (MISL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.9% in 2025 Q4. The latest visible filing shows MISL at 1.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MISL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Financial Group, Inc.'s position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MISL was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prosperity Financial Group, Inc. held MISL β€” position size vs. price
% of Fund (quarterly)    MISL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 123,594 +3,940 +3.3% 1.90% $5.3M 2026-02-14 (Est.) $48.15
2025 Q3 ADDED 119,654 +1,399 +1.2% 1.81% $5.0M 2025-11-14 $40.64
2025 Q2 ADDED 118,255 +952 +0.8% 1.88% $4.4M 2025-07-30 $39.09
2025 Q1 ADDED 117,303 +7,270 +6.6% 1.77% $3.6M 2025-05-15 $33.58
2024 Q4 ADDED 110,033 +6,604 +6.4% 1.67% $3.3M 2025-02-07 $30.96
2024 Q3 ADDED 103,429 +65,934 +175.8% 1.84% $3.3M 2024-11-13 $33.07
2024 Q2 INITIATED 37,495 β€” β€” 0.66% $1.0M 2024-08-14 $29.56

FAQ About Prosperity Financial Group, Inc. and MISL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prosperity Financial Group, Inc. reported owning MISL?

Prosperity Financial Group, Inc. reported MISL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MISL position in Prosperity Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for MISL was 1.90% in 2025 Q4.

What is the latest reported MISL position on this page?

The most recent filing on this page is 2025 Q4, when Prosperity Financial Group, Inc. reported 123,594 shares, equal to 1.90% of portfolio, with an estimated market value of $5.3M.

What does the chart on this MISL ownership page compare?

The chart compares Prosperity Financial Group, Inc.'s quarterly MISL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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