Morgan Stanley
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Morgan Stanley’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Morgan Stanley’s Portfolio FPA Stock Details FPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Buy
2,954
+1,066
+56% +$55.1K ﹤0.01% 6063
2026
Q1 		$82.1K Sell
1,888
-50
-3% -$2.21K ﹤0.01% 6239
2025
Q4 		$72.4K Sell
1,938
-6
-0.3% -$229 ﹤0.01% 6313
2025
Q3 		$72.7K Hold
1,944
– – ﹤0.01% 6276
2025
Q2 		$69.5K Hold
1,944
– – ﹤0.01% 6252
2025
Q1 		$55.2K Sell
1,944
-1,158
-37% -$33.6K ﹤0.01% 6240
2024
Q4 		$85K Sell
3,102
-181
-6% -$5.31K ﹤0.01% 6117
2024
Q3 		$100K Sell
3,283
-234
-7% -$6.73K ﹤0.01% 6010
2024
Q2 		$98.5K Sell
3,517
-1,574
-31% -$43.2K ﹤0.01% 5970
2024
Q1 		$141K Sell
5,091
-9,919
-66% -$266K ﹤0.01% 5866
2023
Q4 		$409K Buy
15,010
+5,887
+65% +$149K ﹤0.01% 5694
2023
Q3 		$233K Sell
9,123
-202
-2% -$5.48K ﹤0.01% 5514
2023
Q2 		$247K Sell
9,325
-321
-3% -$8.55K ﹤0.01% 5547
2023
Q1 		$259K Sell
9,646
-315
-3% -$8.4K ﹤0.01% 5589
2022
Q4 		$255K Sell
9,961
-685
-6% -$16.9K ﹤0.01% 5568
2022
Q3 		$240K Sell
10,646
-5,204
-33% -$134K ﹤0.01% 5641
2022
Q2 		$412K Sell
15,850
-4,180
-21% -$120K ﹤0.01% 5515
2022
Q1 		$613K Sell
20,030
-1,216
-6% -$36.8K ﹤0.01% 5288
2021
Q4 		$662K Sell
21,246
-8,456
-28% -$270K ﹤0.01% 5381
2021
Q3 		$961K Buy
29,702
+619
+2% +$21.3K ﹤0.01% 5068
2021
Q2 		$1.04M Sell
29,083
-283
-1% -$10.2K ﹤0.01% 5046
2021
Q1 		$987K Buy
29,366
+182
+0.6% +$6.16K ﹤0.01% 4739
2020
Q4 		$927K Sell
29,184
-1,969
-6% -$57K ﹤0.01% 4717
2020
Q3 		$828K Buy
31,153
+1,937
+7% +$51.1K ﹤0.01% 4342
2020
Q2 		$713K Sell
29,216
-15,358
-34% -$347K ﹤0.01% 4401
2020
Q1 		$884K Sell
44,574
-12,929
-22% -$322K ﹤0.01% 4040
2019
Q4 		$1.64M Sell
57,503
-11,291
-16% -$315K ﹤0.01% 4188
2019
Q3 		$1.89M Sell
68,794
-2,598
-4% -$72.9K ﹤0.01% 3844
2019
Q2 		$2.12M Sell
71,392
-5,761
-7% -$170K ﹤0.01% 3730
2019
Q1 		$2.35M Buy
77,153
+5,597
+8% +$168K ﹤0.01% 3452
2018
Q4 		$1.95M Sell
71,556
-174,394
-71% -$4.95M ﹤0.01% 3793
2018
Q3 		$7.7M Sell
245,950
-21,921
-8% -$696K ﹤0.01% 2694
2018
Q2 		$8.77M Sell
267,871
-47,042
-15% -$1.65M ﹤0.01% 2518
2018
Q1 		$11.4M Buy
314,913
+81,958
+35% +$3M ﹤0.01% 2223
2017
Q4 		$8.32M Buy
232,955
+5,568
+2% +$194K ﹤0.01% 2590
2017
Q3 		$7.63M Sell
227,387
-1,756
-0.8% -$59.2K ﹤0.01% 2551
2017
Q2 		$7.49M Buy
229,143
+24,699
+12% +$786K ﹤0.01% 2450
2017
Q1 		$6.37M Sell
204,444
-28,782
-12% -$857K ﹤0.01% 2620
2016
Q4 		$6.34M Buy
233,226
+7,276
+3% +$206K ﹤0.01% 2750
2016
Q3 		$6.84M Sell
225,950
-2,971
-1% -$87.6K ﹤0.01% 2361
2016
Q2 		$6.3M Buy
228,921
+8,416
+4% +$231K ﹤0.01% 2393
2016
Q1 		$6.25M Buy
220,505
+682
+0.3% +$18K ﹤0.01% 2312
2015
Q4 		$6.03M Sell
219,823
-67,877
-24% -$1.92M ﹤0.01% 2481
2015
Q3 		$7.76M Sell
287,700
-83,117
-22% -$2.38M ﹤0.01% 2226
2015
Q2 		$11.3M Buy
370,817
+74,976
+25% +$2.4M ﹤0.01% 1991
2015
Q1 		$9.25M Sell
295,841
-150,856
-34% -$4.47M ﹤0.01% 2127
2014
Q4 		$12.5M Buy
446,697
+153,979
+53% +$4.49M ﹤0.01% 1864
2014
Q3 		$8.86M Sell
292,718
-6,308
-2% -$198K ﹤0.01% 2137
2014
Q2 		$9.03M Buy
299,026
+155,430
+108% +$4.6M ﹤0.01% 2127
2014
Q1 		$4.11M Buy
143,596
+10,723
+8% +$296K ﹤0.01% 2758
2013
Q4 		$3.75M Buy
132,873
+4,080
+3% +$115K ﹤0.01% 2840
2013
Q3 		$3.58M Sell
128,793
-2,709
-2% -$70.9K ﹤0.01% 2748
2013
Q2 		$3.21M Buy
+131,502
New +$3.52M ﹤0.01% 2739

Other funds holding FPA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Morgan Stanley's FPA Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) stake by 56% in Q2 2026, buying an estimated $55.1K and bringing the position to 2,954 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #6063.

Morgan Stanley first reported a position in FPA in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.5M in Q4 2014. 24 funds tracked by Wall St. Rank hold FPA as of Q2 2026.

  • Morgan Stanley held 2,954 shares of First Trust Asia Pacific ex-Japan AlphaDEX Fund worth $158K as of Q2 2026.
  • Morgan Stanley bought 1,066 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q2 2026, an estimated $55.1K.
  • First Trust Asia Pacific ex-Japan AlphaDEX Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6063 holding.
  • Morgan Stanley first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $12.5M in Q4 2014.
  • 24 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q2 2026.

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