Morgan Stanley’s First Trust Active Factor Mid Cap ETF AFMC Stock Holding History

Morgan Stanley’s Portfolio AFMC Stock Details AFMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-141	Closed	-$5.02K	–	8410
2026 Q1	$5.02K	Buy	141 +1	+0.7%	+$36	﹤0.01%	7134
2025 Q4	$4.83K	Sell	140 -1	-0.7%	-$34	﹤0.01%	7073
2025 Q3	$4.85K	Sell	141 -1	-0.7%	-$33	﹤0.01%	7095
2025 Q2	$4.56K	Buy	142 +141	+14,100%	+$4.32K	﹤0.01%	7062
2025 Q1	$40	Hold	1	–	–	﹤0.01%	7792
2024 Q4	$49	Buy	+1	New	+$33	﹤0.01%	7606
2024 Q3	–	Sell	-1	Closed	-$40	–	7930
2024 Q2	$40	Buy	+1	New	+$29	﹤0.01%	7571
2024 Q1	–	Sell	-1	Closed	-$32	–	7819
2023 Q4	$32	Buy	+1	New	+$24	﹤0.01%	7592

Other funds holding AFMC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Morgan Stanley's AFMC Position: Q2 2026 in Review

Morgan Stanley sold out of First Trust Active Factor Mid Cap ETF (AFMC) in Q2 2026, closing a stake of 141 shares — an estimated $5.02K sold.

Morgan Stanley first reported a position in AFMC in Q4 2023 and held it in 8 quarters. The position peaked at $5.02K in Q1 2026. 50 funds tracked by Wall St. Rank hold AFMC as of Q2 2026.

Morgan Stanley reported no remaining First Trust Active Factor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 141 First Trust Active Factor Mid Cap ETF shares in Q2 2026, an estimated $5.02K.
Morgan Stanley first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2023 and held it in 8 quarters.
Morgan Stanley's First Trust Active Factor Mid Cap ETF position peaked at $5.02K in Q1 2026.
50 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.