MORGAN STANLEY
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 895421
NEW YORK, NY
Position in FTHY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,816,077
+$2,152,102 QoQ
Shares Held
3,417,232
+3.5% QoQ
Ownership
9.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 87 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. FTHY ranks #89 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in FTHY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,816,077 | 3,417,232 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,663,975 | 3,301,107 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,170,112 | 2,926,092 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $48,100,842 | 3,319,589 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $46,871,766 | 3,156,348 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $42,671,527 | 2,953,047 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,665,912 | 2,946,541 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $44,920,022 | 2,970,901 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $42,356,281 | 2,957,841 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $42,546,742 | 2,926,186 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $48,221,284 | 3,461,686 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $46,388,697 | 3,482,635 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $45,577,084 | 3,321,945 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $47,930,011 | 3,433,382 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $44,907,784 | 3,331,438 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $45,312,190 | 3,363,934 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,867,833 | 3,363,237 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $55,566,365 | 3,191,635 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $67,278,592 | 3,327,329 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $67,087,488 | 3,264,598 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,581,810 | 3,071,412 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $52,406,044 | 2,640,103 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,692,783 | 1,953,385 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $26,350,372 | 1,307,581 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $110,906 | 5,485 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||