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First Trust Direct Indexing’s Morgan Stanley MS Stock Holding History

First Trust Direct Indexing’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49,674
Closed -$5.18M – 576
2024
Q3 		$5.18M Buy
49,674
+6,820
+16% +$687K 0.28% 66
2024
Q2 		$4.17M Buy
42,854
+10,990
+34% +$1.05M 0.26% 74
2024
Q1 		$3M Buy
31,864
+4,085
+15% +$360K 0.22% 86
2023
Q4 		$2.59M Buy
27,779
+3,451
+14% +$276K 0.23% 89
2023
Q3 		$1.99M Buy
24,328
+1,007
+4% +$87.4K 0.23% 92
2023
Q2 		$1.99M Sell
23,321
-163
-0.7% -$13.9K 0.22% 100
2023
Q1 		$2.06M Buy
23,484
+2,955
+14% +$276K 0.24% 97
2022
Q4 		$1.75M Buy
20,529
+2,170
+12% +$185K 0.23% 104
2022
Q3 		$1.45M Buy
18,359
+268
+1% +$22.6K 0.21% 112
2022
Q2 		$1.38M Sell
18,091
-11,238
-38% -$921K 0.19% 129
2022
Q1 		$2.56M Buy
29,329
+3,067
+12% +$296K 0.31% 57
2021
Q4 		$2.58M Buy
26,262
+3
+0% +$299 0.33% 57
2021
Q3 		$2.56M Buy
26,259
+1,492
+6% +$148K 0.36% 46
2021
Q2 		$2.27M Buy
24,767
+6,402
+35% +$549K 0.34% 56
2021
Q1 		$1.43M Buy
18,365
+1,230
+7% +$94.3K 0.38% 52
2020
Q4 		$1.17M Buy
+17,135
New +$983K 0.32% 55

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Direct Indexing's MS Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 49,674 shares — an estimated $5.18M sold.

First Trust Direct Indexing first reported a position in MS in Q4 2020 and held it in 16 quarters. The position peaked at $5.18M in Q3 2024. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 49,674 Morgan Stanley shares in Q4 2024, an estimated $5.18M.
  • First Trust Direct Indexing first reported a position in Morgan Stanley in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Morgan Stanley position peaked at $5.18M in Q3 2024.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.