Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$79,298,278
-$9,258,649 QoQ
Shares Held
379,345
-29.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#205
of 2,718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $1,150,682,597 across 35 Capital Markets names. MS ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,795,131 | $442,446,737 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
2,106,272 | $183,329,914 | |
| 3 | GS |
Goldman Sachs Group Inc
|
122,701 | $124,096,110 | |
| 4 | MS |
Morgan Stanley
This page
|
379,345 | $79,298,278 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
928,364 | $46,399,632 | |
| 6 | SF |
Stifel Financial Corp
|
449,845 | $31,385,685 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
261,987 | $26,272,055 | |
| 8 | WULF |
Terawulf Inc.
|
675,557 | $16,686,257 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,298,278 | 379,345 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $88,556,927 | 538,111 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $100,438,130 | 565,753 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,739,827 | 533,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $118,387,195 | 840,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $95,401,409 | 817,703 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $94,861,020 | 754,542 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $77,122,172 | 739,852 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,572,000 | 221,957 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,576,993 | 207,912 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $200,581,496 | 2,151,008 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $163,231,460 | 1,998,671 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $169,501,578 | 1,984,796 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $175,280,495 | 1,996,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $174,947,184 | 2,057,718 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $169,289,117 | 2,142,629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $185,694,177 | 2,441,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $252,458,833 | 2,888,545 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $240,189,078 | 2,446,914 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $192,133,924 | 1,974,452 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $193,054,945 | 2,105,518 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $138,224,781 | 1,779,871 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,664,594 | 316,133 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,892,598 | 287,334 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,617,219 | 281,930 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $31,132,134 | 915,651 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||