FIRST TRUST ADVISORS LP

Position in MS — Morgan Stanley

CIK 1125816 Wheaton, IL

Position in MS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$88,556,927

-$11,881,203 QoQ

Shares Held

538,111

-4.9% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $884,440,633 across 31 Capital Markets names. MS ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	3,377,185	$317,387,846
2	IBKR	Interactive Brokers Group, Inc.	2,299,168	$154,205,197
3	GS	Goldman Sachs Group Inc	131,076	$110,888,985
4	MS	Morgan Stanley This page	538,111	$88,556,927
5	LPLA	LPL Financial Holdings Inc.	93,551	$28,142,947
6	HOOD	Robinhood Markets, Inc.	388,073	$26,893,458
7	VIRT	Virtu Financial, Inc.	571,853	$25,150,094
8	WULF	Terawulf Inc.	821,483	$11,853,999

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$88,556,927	538,111	-4.9%	Shares	Sole	2026-05-13
2025-12-31	$100,438,130	565,753	+6.1%	Shares	Sole	2026-02-13
2025-09-30	$84,739,827	533,089	-36.6%	Shares	Sole	2025-11-12
2025-06-30	$118,387,195	840,460	+2.8%	Shares	Sole	2025-08-13
2025-03-31	$95,401,409	817,703	+8.4%	Shares	Sole	2025-05-14
2024-12-31	$94,861,020	754,542	+2.0%	Shares	Sole	2025-02-13
2024-09-30	$77,122,172	739,852	+233.3%	Shares	Sole	2024-11-13
2024-06-30	$21,572,000	221,957	+6.8%	Shares	Sole	2024-08-13
2024-03-31	$19,576,993	207,912	-90.3%	Shares	Sole	2024-05-13
2023-12-31	$200,581,496	2,151,008	+7.6%	Shares	Sole	2024-02-13
2023-09-30	$163,231,460	1,998,671	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$169,501,578	1,984,796	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$175,280,495	1,996,361	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$174,947,184	2,057,718	-4.0%	Shares	Sole	2023-02-09
2022-09-30	$169,289,117	2,142,629	-12.2%	Shares	Sole	2022-11-14
2022-06-30	$185,694,177	2,441,417	-15.5%	Shares	Sole	2022-08-12
2022-03-31	$252,458,833	2,888,545	+18.0%	Shares	Sole	2022-05-13
2021-12-31	$240,189,078	2,446,914	+23.9%	Shares	Sole	2022-02-08
2021-09-30	$192,133,924	1,974,452	-6.2%	Shares	Sole	2021-11-15
2021-06-30	$193,054,945	2,105,518	+18.3%	Shares	Sole	2021-10-12
2021-03-31	$138,224,781	1,779,871	+463.0%	Shares	Sole	2021-05-14
2020-12-31	$21,664,594	316,133	+10.0%	Shares	Sole	2021-02-02
2020-09-30	$13,892,598	287,334	+1.9%	Shares	Sole	2020-11-05
2020-06-30	$13,617,219	281,930	-69.2%	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.