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 Q2	$46.8M	Buy	3,417,232 +116,125	+4%	+$1.57M	﹤0.01%	2299
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 -535,500	-15%	-$7.59M	﹤0.01%	1905
2023 Q4	$48.2M	Sell	3,461,686 -20,949	-0.6%	-$280K	﹤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 $5.28B AUM 14.42% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's FTHY Position: Q2 2026 in Review

Morgan Stanley increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 3.5% in Q2 2026, buying an estimated $1.57M and bringing the position to 3,417,232 shares worth $46.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Morgan Stanley first reported a position in FTHY in Q2 2020 and has held it in 25 quarters since. The position peaked at $67.3M in Q4 2021. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

Morgan Stanley held 3,417,232 shares of First Trust High Yield Opportunities 2027 Term Fund worth $46.8M as of Q2 2026.
Morgan Stanley bought 116,125 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $1.57M.
First Trust High Yield Opportunities 2027 Term Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2299 holding.
Morgan Stanley first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2020 and has held it in 25 quarters since.
Morgan Stanley's First Trust High Yield Opportunities 2027 Term Fund position peaked at $67.3M in Q4 2021.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.