Retirement Planning Group, LLC MISL — FIRST TR EXCHANGE-TRADED FD

Ownership history in Retirement Planning Group, LLC  ·  5 quarters on record

AI Ownership Summary

Retirement Planning Group, LLC reported FIRST TR EXCHANGE-TRADED FD (MISL) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows MISL at 0.01% 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 Retirement Planning Group, LLC'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
2026 Q3

MISL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2025 Q3 to 2026 Q3

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.

MISL stock page Retirement Planning Group, LLC fund profile Retirement Planning Group, LLC full holdings
How Retirement Planning Group, LLC held MISL — position size vs. price
% of Fund (quarterly)    MISL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 7,189 -1,571 -17.9% 0.01% $299K 2026-10-19 $41.11
2026 Q2 REDUCED 10.5% -8.5% ✅ 8,760 -1,025 -10.5% 0.01% $401K 2026-08-05 $45.92
2026 Q1 REDUCED 13.9% +0.6% ❌ 9,785 -1,586 -13.9% 0.01% $437K 2026-05-04 $43.62
2025 Q4 ADDED — — — 11,371 +433 +4.0% 0.02% $487K 2026-02-03 $49.36
2025 Q3 INITIATED — — — 10,938 — — 0.02% $453K 2025-10-27 $43.69

🏢 Other funds also holding MISL

As of 2026 Q3 — sorted by position size

Buska Wealth Management, LLC 0.3% James T. Borello RIA 0.28% CASCADE INVESTMENT GROUP, INC. 3Y 0.23% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.17% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.16% ARWA LLC 0.08% IFP Advisors, Inc 3Y 7Y 0.07% Triumph Capital Management 3Y 0.07% Signal Advisors Wealth, LLC 0.04% PRIVATE TRUST CO NA 3Y 7Y 0.03%

FAQ About Retirement Planning Group, LLC and MISL

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

How long has Retirement Planning Group, LLC reported owning MISL?

Retirement Planning Group, LLC reported MISL across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported MISL position in Retirement Planning Group, LLC's portfolio?

The largest reported portfolio weight for MISL was 0.02% in 2025 Q4.

What is the latest reported MISL position on this page?

The most recent filing on this page is 2026 Q3, when Retirement Planning Group, LLC reported 7,189 shares, equal to 0.01% of portfolio, with an estimated market value of $299K.

What does the chart on this MISL ownership page compare?

The chart compares Retirement Planning Group, LLC'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.

How well did Retirement Planning Group, LLC time their MISL position?

Based on 13F filing dates vs. subsequent MISL price moves, Retirement Planning Group, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MISL relative to SPY over the holding period was -17.1%.

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