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First Trust Investment Solutions’s Morgan Stanley MS Stock Holding History

First Trust Investment Solutions’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
Q3 		$390K Sell
3,740
-186
-5% -$18.7K 0.04% 205
2024
Q2 		$382K Buy
3,926
+1,188
+43% +$113K 0.05% 190
2024
Q1 		$258K Buy
2,738
+106
+4% +$9.34K 0.05% 213
2023
Q4 		$245K Buy
+2,632
New +$211K 0.05% 205

Other funds holding MS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Investment Solutions's MS Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Morgan Stanley (MS) stake by 4.7% in Q3 2024, selling an estimated $18.7K and leaving 3,740 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #205.

First Trust Investment Solutions first reported a position in MS in Q4 2023 and has held it in 4 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • First Trust Investment Solutions held 3,740 shares of Morgan Stanley worth $390K as of Q3 2024.
  • First Trust Investment Solutions sold 186 Morgan Stanley shares in Q3 2024, an estimated $18.7K.
  • Morgan Stanley made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #205 holding.
  • First Trust Investment Solutions first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.