DADC
MFSG

D.A. Davidson & Co’s MFS Active Growth ETF MFSG Stock Holding History

D.A. Davidson & Co’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Buy
68,188
+59,230
+661% +$1.62M 0.01% 742
2025
Q4 		$254K Buy
+8,958
New +$253K ﹤0.01% 1373

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

D.A. Davidson & Co's MFSG Position: Q1 2026 in Review

D.A. Davidson & Co increased its MFS Active Growth ETF (MFSG) stake by 661% in Q1 2026, buying an estimated $1.62M and bringing the position to 68,188 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #742.

D.A. Davidson & Co first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • D.A. Davidson & Co held 68,188 shares of MFS Active Growth ETF worth $1.74M as of Q1 2026.
  • D.A. Davidson & Co bought 59,230 MFS Active Growth ETF shares in Q1 2026, an estimated $1.62M.
  • MFS Active Growth ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #742 holding.
  • D.A. Davidson & Co first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.