First Trust High Yield Opportunities 2027 Term Fund
FTHY- Exchange
- NYSE
- SEC CIK
- 0001810523
In the last 90 days, First Trust High Yield Opportunities 2027 Term Fund insiders filed 2 open-market purchases and 0 sales; 88 institutions reported holding it in 13F filings for Q2 2026, worth $234.2M in total; no superinvestor holds it.
Holders of 5% or more of FTHY
Holders whose latest Schedule 13D or 13G filing reports 5% or more of First Trust High Yield Opportunities 2027 Term Fund, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Morgan Stanley | 13G/A | 8.90%3.29M shares | +1.30 ppfrom 7.60% | Feb 11, 20215 filings | May 12, 2026 | SEC |
| Sit Investment Associates Inc | 13G | 6.60%2.42M shares | New | Jan 6, 20261 filing | Jan 6, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
6 Schedule 13D and 13G filings on First Trust High Yield Opportunities 2027 Term Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 12, 20263:21 PM ET | Morgan Stanleyand 1 other | 13G/A | 8.90%3.29M shares | +1.30 ppfrom 7.60% | Mar 31, 2026 | SEC |
| Feb 11, 202612:33 PM ET | Morgan Stanleyand 1 other | 13G/A | 7.60%2.79M shares | – | Dec 31, 2025 | SEC |
| Jan 6, 20263:07 PM ET | Sit Investment Associates Incand 1 other | 13G | 6.60%2.42M shares | New | Dec 31, 2025 | SEC |
| Feb 9, 20232:39 PM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 10, 202212:24 PM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 11, 202111:03 AM ET | Morgan Stanley | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell First Trust High Yield Opportunities 2027 Term Fund shares.
No Form 144 notices for First Trust High Yield Opportunities 2027 Term Fund are on file.