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 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	-2	Closed	-$64	–	7819
2023 Q4	$64	Buy	+2	New	+$49	﹤0.01%	7592

Other funds holding AFMC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FFA

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

Morgan Stanley's AFMC Position: Q1 2026 in Review

Morgan Stanley increased its First Trust Active Factor Mid Cap ETF (AFMC) stake by 0.71% in Q1 2026, buying an estimated $36 and bringing the position to 141 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #7134.

Morgan Stanley first reported a position in AFMC in Q4 2023 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold AFMC as of Q1 2026.

Morgan Stanley held 141 shares of First Trust Active Factor Mid Cap ETF worth $5.02K as of Q1 2026.
Morgan Stanley bought 1 First Trust Active Factor Mid Cap ETF share in Q1 2026, an estimated $36.
First Trust Active Factor Mid Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7134 holding.
Morgan Stanley first reported a position in First Trust Active Factor Mid Cap ETF in Q4 2023 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held First Trust Active Factor Mid Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.