Morgan Stanley’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Morgan Stanley’s Portfolio HSMV Stock Details HSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$70	–	8386
2025 Q4	$70	Buy	+1	New	+$36	﹤0.01%	7753
2025 Q1	–	Sell	-1	Closed	-$54	–	8145
2024 Q4	$54	Buy	+1	New	+$37	﹤0.01%	7580
2024 Q2	–	Sell	-1	Closed	-$67	–	7900
2024 Q1	$67	Sell	1 -1	-50%	-$32	﹤0.01%	7423
2023 Q4	$126	Buy	+2	New	+$60	﹤0.01%	7419

Other funds holding HSMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's HSMV Position: Q1 2026 in Review

Morgan Stanley sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q1 2026, closing a stake of 1 share — an estimated $70 sold.

Morgan Stanley first reported a position in HSMV in Q4 2023 and held it in 4 quarters. The position peaked at $126 in Q4 2023. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

Morgan Stanley reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1 First Trust Horizon Managed Volatility Small/Mid ETF share in Q1 2026, an estimated $70.
Morgan Stanley first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q4 2023 and held it in 4 quarters.
Morgan Stanley's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $126 in Q4 2023.
16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

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