Cross-institution positioning
May 12, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchFTHY Institutional Ownership
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
Latest stored close $12.82 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
62/100
1 tracked · 1 comparable
Latest filing
May 12, 2026
Positive breadth
1 positive · 0 negative
Recent close
$12.82
Research confidence
Limited
Institutional Research 69/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 62/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Recent insider purchase activity confirms the institutional direction.
Institutional
57/100
Insiders
81/100
Quarterly 13F activity
Mar 31, 20260 increased/new, 1 reduced/exited across 1 manager in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 28, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 5 purchases by 2 reporting owners and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Price context
Sep 15, 2026Recent close is 0% through its reported 52-week range; -12.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Morgan Stanley.
Filed May 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Morgan Stanley
Filed May 12, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Morgan Stanley
Filed May 12, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases52 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth2Multi-insider
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | HOUSEY WILLIAM A JR | POpen-market or private purchase | Common Shares | 2.5K | $12.87 | Direct | Sep 29, 2026 |
| Sep 25, 2026 | MCGAREL DAVID | POpen-market or private purchase | Common Shares | 10.0K | $12.92 | Direct | Sep 28, 2026 |
| Sep 24, 2026 | HOUSEY WILLIAM A JR | POpen-market or private purchase | Common Shares | 5.0K | $12.90 | Direct | Sep 25, 2026 |
| Sep 23, 2026 | HOUSEY WILLIAM A JR | POpen-market or private purchase | Common Shares | 5.0K | $12.95 | Direct | Sep 24, 2026 |
| Sep 23, 2026 | HOUSEY WILLIAM A JR | POpen-market or private purchase | Common Shares | 241 | $12.92 | Direct | Sep 24, 2026 |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$12.93
View live quote ↗
52-week low
$12.93
Sep 15, 2026
52-week high
$14.84
Sep 17, 2025
Below 52-week high
12.9%
1W return
-1.9%
1M return
-4.0%
3M return
-3.9%
6M return
-3.6%
YTD return
-8.1%
1Y return
-12.0%
30-day volatility
5.4%
90-day volatility
7.5%
1Y max drawdown
-12.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 6 filing(s) · 3 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Morgan Stanley CIK0000895421 | Mar 31, 2026 observed May 12, 2026 filed · 42d Schedule 13G amendment | Reported accumulation | 3.3M +504.9K | 8.90% +1.30 pts | $13.53 | $13.46 | $12.82 |
| Morgan Stanley CIK0000895421 | Dec 31, 2025 observed Feb 11, 2026 filed · 42d Schedule 13G amendment | Reported reduction | 2.8M -397.6K | 7.60% -1.10 pts | $14.07 | $14.10 | $12.82 |
| Morgan Stanley CIK0000895421 | Dec 31, 2023 observed Feb 8, 2024 filed · 39d Schedule 13G amendment | Reported reduction | 3.2M -30.0K | 8.70% 0.00 pts | $13.93 | $14.19 | $12.82 |
Explore more institutional activity
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