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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in FIRST TR EXCH TRADED FD III

MORGAN STANLEY holds 362,149 shares of RFDI (FIRST TR EXCH TRADED FD III), worth $31.5M as of 2026-Q2. The position was increased (+0.3% shares). RFDI represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$31.5M

Current Shares

362,149

Total Value Change

+$4.7M

Total Shares Change

-36,874

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
362,149
+0.3%
$31.5M0.0%$87.08
29
2026-Q1
Increased
361,121
+2.7%
$29.7M0.0%$84.24
30
2025-Q4
Decreased
351,570
-0.1%
$28.3M0.0%$80.87
0
2025-Q3
Decreased
352,034
-0.3%
$27M0.0%$75.69
0
2025-Q2
Decreased
353,186
-3.8%
$25.8M0.0%$71.42
0
2025-Q1
Decreased
367,032
-3.4%
$24.4M0.0%$64.93
0
2024-Q4
Decreased
380,125
-4.7%
$23.4M0.0%$59.04
0
2024-Q3
Decreased
399,023
-12.8%
$26.9M0.0%$64.16
0

Other major holders of RFDI: Steward Partners Investment Advisory, LLC, Cetera Investment Advisers, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC

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