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 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 $737M AUM 17.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Morgan Stanley's AFSM Position: Q1 2026 in Review

Morgan Stanley increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 40,900% in Q1 2026, buying an estimated $13.9K and bringing the position to 410 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6858.

Morgan Stanley first reported a position in AFSM in Q1 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

Morgan Stanley held 410 shares of First Trust Active Factor Small Cap ETF worth $13.5K as of Q1 2026.
Morgan Stanley bought 409 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $13.9K.
First Trust Active Factor Small Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6858 holding.
Morgan Stanley first reported a position in First Trust Active Factor Small Cap ETF in Q1 2024 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

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