Morgan Stanley’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Morgan Stanley’s Portfolio AFSM Stock Details AFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.2K	Buy	564 +154	+38%	+$5.75K	﹤0.01%	6759
2026 Q1	$13.5K	Buy	410 +409	+40,900%	+$13.9K	﹤0.01%	6858
2025 Q4	$65	Hold	1	–	–	﹤0.01%	7778
2025 Q3	$46	Hold	1	–	–	﹤0.01%	7869
2025 Q2	$51	Buy	+1	New	+$28	﹤0.01%	7774
2024 Q3	–	Sell	-1	Closed	-$34	–	7931
2024 Q2	$34	Hold	1	–	–	﹤0.01%	7617
2024 Q1	$56	Buy	+1	New	+$28	﹤0.01%	7458

Other funds holding AFSM

JJBC

James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley's AFSM Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 38% in Q2 2026, buying an estimated $5.75K and bringing the position to 564 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6759.

Morgan Stanley first reported a position in AFSM in Q1 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

Morgan Stanley held 564 shares of First Trust Active Factor Small Cap ETF worth $23.2K as of Q2 2026.
Morgan Stanley bought 154 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $5.75K.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6759 holding.
Morgan Stanley first reported a position in First Trust Active Factor Small Cap ETF in Q1 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

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