Morgan Stanley’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

Morgan Stanley’s Portfolio RFCI Stock Details RFCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22	Hold	1	–	–	﹤0.01%	8156
2025 Q4	$23	Hold	1	–	–	﹤0.01%	8061
2025 Q3	$23	Hold	1	–	–	﹤0.01%	8030
2025 Q2	$23	Hold	1	–	–	﹤0.01%	7983
2025 Q1	$22	Hold	1	–	–	﹤0.01%	7956
2024 Q4	$22	Buy	+1	New	+$23	﹤0.01%	7856
2021 Q4	–	Sell	-185	Closed	-$5K	–	8087
2021 Q3	$5K	Hold	185	–	–	﹤0.01%	7494
2021 Q2	$5K	Buy	+185	New	+$4.7K	﹤0.01%	7392
2018 Q1	–	Sell	-1,110	Closed	-$27K	–	6679
2017 Q4	$27K	Buy	+1,110	New	+$27.5K	﹤0.01%	5999

Other funds holding RFCI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

LBC

Leigh Baldwin & Co Cazenovia, New York $154M AUM 26.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Morgan Stanley's RFCI Position: Q1 2026 in Review

Morgan Stanley held its ALPS Dynamic Core Income ETF (RFCI) position steady in Q1 2026 at 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #8156.

Morgan Stanley first reported a position in RFCI in Q4 2017 and has held it in 9 quarters since. The position peaked at $27K in Q4 2017. 13 funds tracked by Wall St. Rank hold RFCI as of Q1 2026.

Morgan Stanley held 1 share of ALPS Dynamic Core Income ETF worth $22 as of Q1 2026.
Morgan Stanley left its ALPS Dynamic Core Income ETF share count unchanged in Q1 2026.
ALPS Dynamic Core Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8156 holding.
Morgan Stanley first reported a position in ALPS Dynamic Core Income ETF in Q4 2017 and has held it in 9 quarters since.
Morgan Stanley's ALPS Dynamic Core Income ETF position peaked at $27K in Q4 2017.
13 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q1 2026.

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