Morgan Stanley’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Morgan Stanley’s Portfolio FSGS Stock Details FSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9	Closed	-$246	–	8322
2025 Q1	$246	Buy	9 +8	+800%	+$233	﹤0.01%	7454
2024 Q4	$56	Sell	1 -1	-50%	-$31	﹤0.01%	7578
2024 Q3	$63	Buy	2 +1	+100%	+$29	﹤0.01%	7517
2024 Q2	$31	Hold	1	–	–	﹤0.01%	7658
2024 Q1	$36	Sell	1 -1	-50%	-$28	﹤0.01%	7591
2023 Q4	$64	Buy	+2	New	+$52	﹤0.01%	7604

Other funds holding FSGS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's FSGS Position: Q2 2025 in Review

Morgan Stanley sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2025, closing a stake of 9 shares — an estimated $246 sold.

Morgan Stanley first reported a position in FSGS in Q4 2023 and held it in 6 quarters. The position peaked at $246 in Q1 2025. 16 funds tracked by Wall St. Rank hold FSGS as of Q2 2025.

Morgan Stanley reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 9 First Trust SMID Growth Strength ETF shares in Q2 2025, an estimated $246.
Morgan Stanley first reported a position in First Trust SMID Growth Strength ETF in Q4 2023 and held it in 6 quarters.
Morgan Stanley's First Trust SMID Growth Strength ETF position peaked at $246 in Q1 2025.
16 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.