Number of Shares
2,344.00
Current Holdings Value*
$58,810.00
% of Portfolio
0.14%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
11.93%

First Trust Preferred Securities and Income Fund's Morgan Stanley Holding Summary

As of 2025-04-30, FIRST TRUST SERIES FUND held 2,344.00 shares of Morgan Stanley(MS), totaling $58,810.00. This investment constitutes 0.14% of their stock portfolio, and FIRST TRUST SERIES FUND now holds 0% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2022Q3. And since then First Trust Preferred Securities and Income Fund has made 2 purchases of MS, at an average price of $91.29, for a total of 110,705.00 shares. In addition, there have been 5 sales at an average price of $95.73 for 94,583.00 shares. Based on historical transaction data and MS's current price of $140.04, First Trust Preferred Securities and Income Fund's estimated gain on his MS holdings is $1.21 Mil, reflecting a 11.93% gain to date.

First Trust Preferred Securities and Income Fund MS ($140.04) Holding Chart

First Trust Preferred Securities and Income Fund MS ($140.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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