Morgan Stanley
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Morgan Stanley’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Morgan Stanley’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.42K Hold
86
– – ﹤0.01% 7115
2025
Q4 		$5.52K Sell
86
-100
-54% -$6.32K ﹤0.01% 7045
2025
Q3 		$11.7K Buy
186
+1
+0.5% +$60 ﹤0.01% 6858
2025
Q2 		$10.7K Sell
185
-1
-0.5% -$54 ﹤0.01% 6842
2025
Q1 		$9.92K Buy
186
+1
+0.5% +$55 ﹤0.01% 6800
2024
Q4 		$10.3K Sell
185
-1
-0.5% -$57 ﹤0.01% 6788
2024
Q3 		$10.3K Buy
186
+1
+0.5% +$54 ﹤0.01% 6715
2024
Q2 		$9.79K Hold
185
– – ﹤0.01% 6690
2024
Q1 		$9.39K Sell
185
-185
-50% -$8.95K ﹤0.01% 6733
2023
Q4 		$17.6K Sell
370
-84
-19% -$3.78K ﹤0.01% 6701
2023
Q3 		$19.9K Buy
454
+269
+145% +$12.3K ﹤0.01% 6490
2023
Q2 		$8.53K Hold
185
– – ﹤0.01% 6864
2023
Q1 		$7.96K Hold
185
– – ﹤0.01% 6947
2022
Q4 		$7.76K Hold
185
– – ﹤0.01% 7026
2022
Q3 		$7K Hold
185
– – ﹤0.01% 7184
2022
Q2 		$8K Hold
185
– – ﹤0.01% 7282
2022
Q1 		$9K Hold
185
– – ﹤0.01% 7442
2021
Q4 		$9K Hold
185
– – ﹤0.01% 7509
2021
Q3 		$8K Hold
185
– – ﹤0.01% 7398
2021
Q2 		$8K Buy
+185
New +$7.86K ﹤0.01% 7297
2018
Q1 		– Sell
-713
Closed -$23K – 6680
2017
Q4 		$23K Buy
+713
New +$22K ﹤0.01% 6044

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley's RFDA Position: Q1 2026 in Review

Morgan Stanley held its ALPS Dynamic US Dividend Advantage ETF (RFDA) position steady in Q1 2026 at 86 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #7115.

Morgan Stanley first reported a position in RFDA in Q4 2017 and has held it in 21 quarters since. The position peaked at $23K in Q4 2017. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2026.

  • Morgan Stanley held 86 shares of ALPS Dynamic US Dividend Advantage ETF worth $5.42K as of Q1 2026.
  • Morgan Stanley left its ALPS Dynamic US Dividend Advantage ETF share count unchanged in Q1 2026.
  • ALPS Dynamic US Dividend Advantage ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7115 holding.
  • Morgan Stanley first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2017 and has held it in 21 quarters since.
  • Morgan Stanley's ALPS Dynamic US Dividend Advantage ETF position peaked at $23K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2026.

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