Morgan Stanley’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Morgan Stanley’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.7M	Buy	3,301,107 +375,015	+13%	+$5.21M	﹤0.01%	2218
2025 Q4	$41.2M	Sell	2,926,092 -393,497	-12%	-$5.55M	﹤0.01%	2279
2025 Q3	$48.1M	Buy	3,319,589 +163,241	+5%	+$2.39M	﹤0.01%	2042
2025 Q2	$46.9M	Buy	3,156,348 +203,301	+7%	+$2.89M	﹤0.01%	1985
2025 Q1	$42.7M	Buy	2,953,047 +6,506	+0.2%	+$94.6K	﹤0.01%	1954
2024 Q4	$42.7M	Sell	2,946,541 -24,360	-0.8%	-$359K	﹤0.01%	1975
2024 Q3	$44.9M	Buy	2,970,901 +13,060	+0.4%	+$192K	﹤0.01%	1928
2024 Q2	$42.4M	Buy	2,957,841 +31,655	+1%	+$449K	﹤0.01%	1916
2024 Q1	$42.5M	Sell	2,926,186 -3,997,186	-58%	-$56.6M	﹤0.01%	1905
2023 Q4	$96.4M	Buy	6,923,372 +3,440,737	+99%	+$46M	﹤0.01%	1763
2023 Q3	$46.4M	Buy	3,482,635 +160,690	+5%	+$2.19M	﹤0.01%	1658
2023 Q2	$45.6M	Sell	3,321,945 -111,437	-3%	-$1.54M	﹤0.01%	1662
2023 Q1	$47.9M	Buy	3,433,382 +101,944	+3%	+$1.44M	0.01%	1577
2022 Q4	$44.9M	Sell	3,331,438 -32,496	-1%	-$451K	0.01%	1586
2022 Q3	$45.3M	Buy	3,363,934 +697	+0%	+$10.5K	0.01%	1392
2022 Q2	$48.9M	Buy	3,363,237 +171,602	+5%	+$2.71M	0.01%	1377
2022 Q1	$55.6M	Sell	3,191,635 -135,694	-4%	-$2.51M	0.01%	1231
2021 Q4	$67.3M	Buy	3,327,329 +62,731	+2%	+$1.29M	0.01%	1156
2021 Q3	$67.1M	Buy	3,264,598 +193,186	+6%	+$3.94M	0.01%	1096
2021 Q2	$61.6M	Buy	3,071,412 +431,309	+16%	+$8.6M	0.01%	1165
2021 Q1	$52.4M	Buy	2,640,103 +686,718	+35%	+$13.6M	0.01%	1143
2020 Q4	$39.7M	Buy	1,953,385 +645,804	+49%	+$13M	0.01%	1265
2020 Q3	$26.4M	Buy	1,307,581 +1,302,096	+23,739%	+$26.8M	0.01%	1280
2020 Q2	$111K	Buy	+5,485	New	+$110K	﹤0.01%	5354

Other funds holding FTHY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley's FTHY Position: Q1 2026 in Review

Morgan Stanley increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 13% in Q1 2026, buying an estimated $5.21M and bringing the position to 3,301,107 shares worth $44.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Morgan Stanley first reported a position in FTHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $96.4M in Q4 2023. 89 funds tracked by Wall St. Rank hold FTHY as of Q1 2026.

Morgan Stanley held 3,301,107 shares of First Trust High Yield Opportunities 2027 Term Fund worth $44.7M as of Q1 2026.
Morgan Stanley bought 375,015 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2026, an estimated $5.21M.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2218 holding.
Morgan Stanley first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and has held it in 24 quarters since.
Morgan Stanley's First Trust High Yield Opportunities 2027 Term Fund position peaked at $96.4M in Q4 2023.
89 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2026.

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