FIRST TRUST PORTFOLIOS LP

13D and 13G Filings

13D/G filings: 13G on 267 securities
CIK: 0001184765
All SEC filings: View on sec.gov

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 FOCT · 33740F664	FOCT	33740F664	69.5%	15,793,527	13G/A Amendment 26	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			69.5%	15,793,527
First Trust Advisors L.P.			69.5%	15,793,527
The Charger Corporation			69.5%	15,793,527
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FNOV · 33740F847	FNOV	33740F847	66.8%	14,129,741	13G/A Amendment 25	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			66.8%	14,129,741
First Trust Advisors L.P.			66.8%	14,129,741
The Charger Corporation			66.8%	14,129,741
First Trust Exchange-Traded Fund VIII 13G/A Amendment 27 FMAY · 33740F748	FMAY	33740F748	67.8%	13,713,664	13G/A Amendment 27	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			67.8%	13,713,664
First Trust Advisors L.P.			67.8%	13,713,664
The Charger Corporation			67.8%	13,713,664
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 FJUN · 33740F722	FJUN	33740F722	67.1%	13,088,703	13G/A Amendment 19	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			67.1%	13,088,703
First Trust Advisors L.P.			67.1%	13,088,703
The Charger Corporation			67.1%	13,088,703
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FJUL · 33740U208	FJUL	33740U208	65.9%	13,094,219	13G/A Amendment 25	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			65.9%	13,094,219
First Trust Advisors L.P.			65.9%	13,094,219
The Charger Corporation			65.9%	13,094,219
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 4 FGM · 33737J190	FGM	33737J190	51.4%	925,098	13G/A Amendment 4	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			51.4%	925,098
First Trust Advisors L.P.			51.4%	925,098
The Charger Corporation			51.4%	925,098
First Trust Exchange-Traded Fund VIII 13G/A Amendment 28 FAUG · 33740F862	FAUG	33740F862	66.6%	13,840,198	13G/A Amendment 28	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			66.6%	13,840,198
First Trust Advisors L.P.			66.6%	13,840,198
The Charger Corporation			66.6%	13,840,198
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 FAPR · 33740U885	FAPR	33740U885	75.7%	16,527,996	13G/A Amendment 24	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			75.7%	16,527,996
First Trust Advisors L.P.			75.7%	16,527,996
The Charger Corporation			75.7%	16,527,996
BlackRock Debt Strategies Fund, Inc. 13G DSU · 09255R202	DSU	09255R202	5.2%	3,270,682	13G	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			5.2%	3,270,682
First Trust Advisors L.P.			5.2%	3,270,682
The Charger Corporation			5.2%	3,270,682
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 DJUN · 33740F714	DJUN	33740F714	53.1%	3,475,637	13G/A Amendment 19	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			53.1%	3,475,637
First Trust Advisors L.P.			53.1%	3,475,637
The Charger Corporation			53.1%	3,475,637
Argan, Inc. 13G AGX · 04010E109	AGX	04010E109	5.9%	821,295	13G	4/27/2026 Event 3/31/2026
First Trust Portfolios L.P.			5.9%	821,295
First Trust Advisors L.P.			5.9%	821,295
The Charger Corporation			5.9%	821,295
First Trust Exchange-Traded Fund IV 13G/A Amendment 3 TDVI · 33738D812	TDVI	33738D812	37.6%	4,250,524	13G/A Amendment 3	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			37.6%	4,250,524
First Trust Advisors L.P.			37.6%	4,250,524
The Charger Corporation			37.6%	4,250,524
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 SNOV · 33740F342	SNOV	33740F342	31.3%	1,393,677	13G/A Amendment 7	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			31.3%	1,393,677
First Trust Advisors L.P.			31.3%	1,393,677
The Charger Corporation			31.3%	1,393,677
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 SMAY · 33740F466	SMAY	33740F466	41.8%	1,338,880	13G/A Amendment 9	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			41.8%	1,338,880
First Trust Advisors L.P.			41.8%	1,338,880
The Charger Corporation			41.8%	1,338,880
First Trust Exchange-Traded Fund VIII 13G/A Amendment 16 QDEC · 33740F649	QDEC	33740F649	50.3%	9,630,580	13G/A Amendment 16	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			50.3%	9,630,580
First Trust Advisors L.P.			50.3%	9,630,580
The Charger Corporation			50.3%	9,630,580
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 GAPR · 33740F458	GAPR	33740F458	32.9%	1,859,083	13G/A Amendment 6	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			32.9%	1,859,083
First Trust Advisors L.P.			32.9%	1,859,083
The Charger Corporation			32.9%	1,859,083
First Trust Exchange-Traded AlphaDEX Fund II 13G/A Amendment 7 FEUZ · 33737J505	FEUZ	33737J505	39.9%	937,185	13G/A Amendment 7	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			39.9%	937,185
First Trust Advisors L.P.			39.9%	937,185
The Charger Corporation			39.9%	937,185
First Trust Exchange-Traded Fund 13G/A Amendment 1 FBT · 33733E203	FBT	33733E203	31.2%	3,526,306	13G/A Amendment 1	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			31.2%	3,526,306
First Trust Advisors L.P.			31.2%	3,526,306
The Charger Corporation			31.2%	3,526,306
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 DSEP · 33740F680	DSEP	33740F680	43.1%	3,210,866	13G/A Amendment 22	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			43.1%	3,210,866
First Trust Advisors L.P.			43.1%	3,210,866
The Charger Corporation			43.1%	3,210,866
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 DOCT · 33740F672	DOCT	33740F672	38.9%	3,258,018	13G/A Amendment 23	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			38.9%	3,258,018
First Trust Advisors L.P.			38.9%	3,258,018
The Charger Corporation			38.9%	3,258,018
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 DNOV · 33740F839	DNOV	33740F839	38.2%	2,962,655	13G/A Amendment 21	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			38.2%	2,962,655
First Trust Advisors L.P.			38.2%	2,962,655
The Charger Corporation			38.2%	2,962,655
First Trust Exchange-Traded Fund VIII 13G/A Amendment 34 DMAY · 33740F730	DMAY	33740F730	49.4%	3,184,543	13G/A Amendment 34	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			49.4%	3,184,543
First Trust Advisors L.P.			49.4%	3,184,543
The Charger Corporation			49.4%	3,184,543
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 DMAR · 33740F615	DMAR	33740F615	37.1%	3,455,399	13G/A Amendment 26	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			37.1%	3,455,399
First Trust Advisors L.P.			37.1%	3,455,399
The Charger Corporation			37.1%	3,455,399
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 DJUL · 33740F698	DJUL	33740F698	37.1%	3,030,239	13G/A Amendment 22	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			37.1%	3,030,239
First Trust Advisors L.P.			37.1%	3,030,239
The Charger Corporation			37.1%	3,030,239
First Trust Exchange-Traded Fund VIII 13G/A Amendment 17 DFEB · 33740F771	DFEB	33740F771	33.0%	3,000,385	13G/A Amendment 17	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			33.0%	3,000,385
First Trust Advisors L.P.			33.0%	3,000,385
The Charger Corporation			33.0%	3,000,385
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 DDEC · 33740U406	DDEC	33740U406	35.0%	3,203,201	13G/A Amendment 19	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			35.0%	3,203,201
First Trust Advisors L.P.			35.0%	3,203,201
The Charger Corporation			35.0%	3,203,201
First Trust Exchange-Traded Fund VIII 13G/A Amendment 20 DAUG · 33740F854	DAUG	33740F854	41.7%	3,250,863	13G/A Amendment 20	4/22/2026 Event 3/31/2026
First Trust Portfolios L.P.			41.7%	3,250,863
First Trust Advisors L.P.			41.7%	3,250,863
The Charger Corporation			41.7%	3,250,863
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 YSEP · 33740U828	YSEP	33740U828	19.3%	877,558	13G/A Amendment 4	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			19.3%	877,558
First Trust Advisors L.P.			19.3%	877,558
The Charger Corporation			19.3%	877,558
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 YMAR · 33740F573	YMAR	33740F573	19.1%	839,026	13G/A Amendment 4	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			19.1%	839,026
First Trust Advisors L.P.			19.1%	839,026
The Charger Corporation			19.1%	839,026
Virtus Seix Senior Loan ETF 13G/A Amendment 4 SEIX · 92790A405	SEIX	92790A405	16.8%	1,685,483	13G/A Amendment 4	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			16.8%	1,685,483
First Trust Advisors L.P.			16.8%	1,685,483
The Charger Corporation			16.8%	1,685,483
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 MAYM · 33740U356	MAYM	33740U356	25.9%	129,262	13G/A Amendment 2	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			25.9%	129,262
First Trust Advisors L.P.			25.9%	129,262
The Charger Corporation			25.9%	129,262
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 GOCT · 33740U695	GOCT	33740U695	23.3%	1,888,288	13G/A Amendment 9	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			23.3%	1,888,288
First Trust Advisors L.P.			23.3%	1,888,288
The Charger Corporation			23.3%	1,888,288
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 GNOV · 33740U687	GNOV	33740U687	24.5%	1,873,650	13G/A Amendment 9	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			24.5%	1,873,650
First Trust Advisors L.P.			24.5%	1,873,650
The Charger Corporation			24.5%	1,873,650
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 GMAY · 33740F441	GMAY	33740F441	25.7%	1,797,234	13G/A Amendment 6	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			25.7%	1,797,234
First Trust Advisors L.P.			25.7%	1,797,234
The Charger Corporation			25.7%	1,797,234
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GMAR · 33740F482	GMAR	33740F482	19.9%	1,809,974	13G/A Amendment 5	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			19.9%	1,809,974
First Trust Advisors L.P.			19.9%	1,809,974
The Charger Corporation			19.9%	1,809,974
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 GJUL · 33740U661	GJUL	33740U661	19.3%	1,797,573	13G/A Amendment 6	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			19.3%	1,797,573
First Trust Advisors L.P.			19.3%	1,797,573
The Charger Corporation			19.3%	1,797,573
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GFEB · 33740U737	GFEB	33740U737	20.7%	1,771,547	13G/A Amendment 5	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			20.7%	1,771,547
First Trust Advisors L.P.			20.7%	1,771,547
The Charger Corporation			20.7%	1,771,547
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 GAUG · 33740U653	GAUG	33740U653	25.5%	1,889,457	13G/A Amendment 9	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			25.5%	1,889,457
First Trust Advisors L.P.			25.5%	1,889,457
The Charger Corporation			25.5%	1,889,457
First Trust Exchange-Traded Fund VI 13G/A Amendment 9 FTHI · 33738R308	FTHI	33738R308	18.8%	16,720,762	13G/A Amendment 9	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			18.8%	16,720,762
First Trust Advisors L.P.			18.8%	16,720,762
The Charger Corporation			18.8%	16,720,762
First Trust Exchange-Traded Fund IV 13G/A Amendment 5 FSIG · 33738D804	FSIG	33738D804	24.1%	18,989,168	13G/A Amendment 5	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			24.1%	18,989,168
First Trust Advisors L.P.			24.1%	18,989,168
The Charger Corporation			24.1%	18,989,168
First Trust Exchange-Traded Fund III 13G/A Amendment 35 FEMB · 33739P202	FEMB	33739P202	21.0%	2,623,636	13G/A Amendment 35	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			21.0%	2,623,636
First Trust Advisors L.P.			21.0%	2,623,636
The Charger Corporation			21.0%	2,623,636
Credit Suisse High Yield Credit Fund 13G/A Amendment 23 DHY · 22544F103	DHY	22544F103	19.9%	20,645,947	13G/A Amendment 23	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			19.9%	20,645,947
First Trust Advisors L.P.			19.9%	20,645,947
The Charger Corporation			19.9%	20,645,947
Credit Suisse Asset Management Income Fund, Inc. 13G/A Amendment 28 CIK · 224916106	CIK	224916106	20.8%	11,393,328	13G/A Amendment 28	4/17/2026 Event 3/31/2026
First Trust Portfolios L.P.			20.8%	11,393,328
First Trust Advisors L.P.			20.8%	11,393,328
The Charger Corporation			20.8%	11,393,328
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 YDEC · 33740F656	YDEC	33740F656	15.6%	871,755	13G/A Amendment 4	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			15.6%	871,755
First Trust Advisors L.P.			15.6%	871,755
The Charger Corporation			15.6%	871,755
Invesco Bond Fund 13G/A Amendment 28 VBF · 46132L107	VBF	46132L107	8.6%	977,577	13G/A Amendment 28	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			8.6%	977,577
First Trust Advisors L.P.			8.6%	977,577
The Charger Corporation			8.6%	977,577
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 SEPM · 33740U554	SEPM	33740U554	13.1%	131,219	13G/A Amendment 2	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			13.1%	131,219
First Trust Advisors L.P.			13.1%	131,219
The Charger Corporation			13.1%	131,219
First Trust Exchange-Traded Fund IV 13G/A Amendment 7 RDVI · 33738D879	RDVI	33738D879	13.9%	15,313,271	13G/A Amendment 7	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			13.9%	15,313,271
First Trust Advisors L.P.			13.9%	15,313,271
The Charger Corporation			13.9%	15,313,271
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 OCTM · 33740F136	OCTM	33740F136	13.8%	127,989	13G/A Amendment 2	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			13.8%	127,989
First Trust Advisors L.P.			13.8%	127,989
The Charger Corporation			13.8%	127,989
Western Asset High Yield Opportunity Fund Inc. 13G/A Amendment 4 HYI · 95768B107	HYI	95768B107	9.6%	1,229,731	13G/A Amendment 4	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			9.6%	1,229,731
First Trust Advisors L.P.			9.6%	1,229,731
The Charger Corporation			9.6%	1,229,731
John Hancock Diversified Income Fund 13G/A Amendment 15 HEQ · 47804L102	HEQ	47804L102	10.2%	1,230,465	13G/A Amendment 15	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			10.2%	1,230,465
First Trust Advisors L.P.			10.2%	1,230,465
The Charger Corporation			10.2%	1,230,465
First Trust Exchange-Traded Fund VIII 13G/A Amendment 10 GSEP · 33740U711	GSEP	33740U711	16.0%	1,915,393	13G/A Amendment 10	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			16.0%	1,915,393
First Trust Advisors L.P.			16.0%	1,915,393
The Charger Corporation			16.0%	1,915,393
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 GJAN · 33740F516	GJAN	33740F516	16.2%	1,738,004	13G/A Amendment 6	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			16.2%	1,738,004
First Trust Advisors L.P.			16.2%	1,738,004
The Charger Corporation			16.2%	1,738,004
First Trust Exchange-Traded Fund IV 13G/A Amendment 4 FIIG · 33738D796	FIIG	33738D796	12.5%	3,964,201	13G/A Amendment 4	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			12.5%	3,964,201
First Trust Advisors L.P.			12.5%	3,964,201
The Charger Corporation			12.5%	3,964,201
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 1 FEP · 33737J117	FEP	33737J117	12.8%	1,145,222	13G/A Amendment 1	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			12.8%	1,145,222
First Trust Advisors L.P.			12.8%	1,145,222
The Charger Corporation			12.8%	1,145,222
BNY Mellon High Yield Strategies Fund 13G/A Amendment 18 DHF · 09660L105	DHF	09660L105	11.2%	8,131,279	13G/A Amendment 18	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			11.2%	8,131,279
First Trust Advisors L.P.			11.2%	8,131,279
The Charger Corporation			11.2%	8,131,279
Liberty All-Star Growth Fund, Inc. 13G/A Amendment 18 ASG · 529900102	ASG	529900102	16.0%	10,125,503	13G/A Amendment 18	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			16.0%	10,125,503
First Trust Advisors L.P.			16.0%	10,125,503
The Charger Corporation			16.0%	10,125,503
abrdn Global Dynamic Dividend Fund 13G/A Amendment 21 AGD · 00302M106	AGD	00302M106	15.6%	4,075,342	13G/A Amendment 21	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			15.6%	4,075,342
First Trust Advisors L.P.			15.6%	4,075,342
The Charger Corporation			15.6%	4,075,342
abrdn Emerging Markets ex China Fund Inc. 13G/A Amendment 2 AEF · 00301W105	AEF	00301W105	12.8%	5,177,276	13G/A Amendment 2	4/14/2026 Event 3/31/2026
First Trust Portfolios L.P.			12.8%	5,177,276
First Trust Advisors L.P.			12.8%	5,177,276
The Charger Corporation			12.8%	5,177,276
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 YJUN · 33740U869	YJUN	33740U869	17.1%	887,948	13G/A Amendment 2	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			17.1%	887,948
First Trust Advisors L.P.			17.1%	887,948
The Charger Corporation			17.1%	887,948
First Trust Exchange-Traded Fund VIII 13G XSEP · 33740U810	XSEP	33740U810	13.2%	373,218	13G	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			13.2%	373,218
First Trust Advisors L.P.			13.2%	373,218
The Charger Corporation			13.2%	373,218
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 XMAR · 33740F474	XMAR	33740F474	1.7%	55,929	13G/A Amendment 3	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			1.7%	55,929
First Trust Advisors L.P.			1.7%	55,929
The Charger Corporation			1.7%	55,929
First Trust Exchange-Traded Fund VIII 13G XJUN · 33740U844	XJUN	33740U844	17.1%	695,734	13G	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			17.1%	695,734
First Trust Advisors L.P.			17.1%	695,734
The Charger Corporation			17.1%	695,734
First Trust Exchange-Traded Fund VIII 13G XJUL · 33740F425	XJUL	33740F425	30.8%	553,665	13G	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			30.8%	553,665
First Trust Advisors L.P.			30.8%	553,665
The Charger Corporation			30.8%	553,665
First Trust Exchange-Traded Fund VIII 13G XAUG · 33740F391	XAUG	33740F391	37.5%	496,902	13G	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			37.5%	496,902
First Trust Advisors L.P.			37.5%	496,902
The Charger Corporation			37.5%	496,902
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 XAPR · 33740U596	XAPR	33740U596	4.5%	21,568	13G/A Amendment 5	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			4.5%	21,568
First Trust Advisors L.P.			4.5%	21,568
The Charger Corporation			4.5%	21,568
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 SFEB · 33740F292	SFEB	33740F292	31.9%	1,450,121	13G/A Amendment 8	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			31.9%	1,450,121
First Trust Advisors L.P.			31.9%	1,450,121
The Charger Corporation			31.9%	1,450,121
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 SAUG · 33740F417	SAUG	33740F417	36.5%	1,351,347	13G/A Amendment 6	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			36.5%	1,351,347
First Trust Advisors L.P.			36.5%	1,351,347
The Charger Corporation			36.5%	1,351,347
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 NOVM · 33740U521	NOVM	33740U521	15.4%	126,935	13G/A Amendment 1	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			15.4%	126,935
First Trust Advisors L.P.			15.4%	126,935
The Charger Corporation			15.4%	126,935
First Trust Exchange-Traded Fund 13G/A Amendment 2 MISL · 33733E831	MISL	33733E831	46.7%	15,040,490	13G/A Amendment 2	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			46.7%	15,040,490
First Trust Advisors L.P.			46.7%	15,040,490
The Charger Corporation			46.7%	15,040,490
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GJUN · 33740F433	GJUN	33740F433	27.0%	2,426,296	13G/A Amendment 5	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			27.0%	2,426,296
First Trust Advisors L.P.			27.0%	2,426,296
The Charger Corporation			27.0%	2,426,296
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 GDEC · 33740U679	GDEC	33740U679	17.3%	1,966,617	13G/A Amendment 9	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			17.3%	1,966,617
First Trust Advisors L.P.			17.3%	1,966,617
The Charger Corporation			17.3%	1,966,617
First Trust Exchange-Traded AlphaDEX(R) Fund 13G FXN · 33734X127	FXN	33734X127	58.0%	30,489,175	13G	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			58.0%	30,489,175
First Trust Advisors L.P.			58.0%	30,489,175
The Charger Corporation			58.0%	30,489,175
First Trust Exchange-Traded Fund VI 13G/A Amendment 1 FTXR · 33738R795	FTXR	33738R795	79.8%	17,561,577	13G/A Amendment 1	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			79.8%	17,561,577
First Trust Advisors L.P.			79.8%	17,561,577
The Charger Corporation			79.8%	17,561,577
First Trust Exchange-Traded Fund VI 13G/A Amendment 1 FTXO · 33738R860	FTXO	33738R860	0.4%	37,149	13G/A Amendment 1	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			0.4%	37,149
First Trust Advisors L.P.			0.4%	37,149
The Charger Corporation			0.4%	37,149
First Trust Exchange-Traded Fund VI 13G/A Amendment 3 FTXL · 33738R811	FTXL	33738R811	43.7%	4,392,245	13G/A Amendment 3	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			43.7%	4,392,245
First Trust Advisors L.P.			43.7%	4,392,245
The Charger Corporation			43.7%	4,392,245
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 10 FKU · 33737J224	FKU	33737J224	52.3%	1,149,823	13G/A Amendment 10	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			52.3%	1,149,823
First Trust Advisors L.P.			52.3%	1,149,823
The Charger Corporation			52.3%	1,149,823
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 8 FCA · 33737J141	FCA	33737J141	57.4%	2,038,422	13G/A Amendment 8	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			57.4%	2,038,422
First Trust Advisors L.P.			57.4%	2,038,422
The Charger Corporation			57.4%	2,038,422
BNY Mellon Municipal Bond Infrastructure Fund, Inc. 13G/A Amendment 1 DMB · 09662W109	DMB	09662W109	10.1%	1,851,290	13G/A Amendment 1	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			10.1%	1,851,290
First Trust Advisors L.P.			10.1%	1,851,290
The Charger Corporation			10.1%	1,851,290
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 APXM · 33740U372	APXM	33740U372	48.4%	133,002	13G/A Amendment 4	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			48.4%	133,002
First Trust Advisors L.P.			48.4%	133,002
The Charger Corporation			48.4%	133,002
abrdn Income Credit Strategies Fund 13G/A Amendment 1 ACP · 003057106	ACP	003057106	10.5%	13,160,660	13G/A Amendment 1	4/7/2026 Event 3/31/2026
First Trust Portfolios L.P.			10.5%	13,160,660
First Trust Advisors L.P.			10.5%	13,160,660
The Charger Corporation			10.5%	13,160,660
First Trust Exchange-Traded Fund VI 13G FTXO · 33738R860	FTXO	33738R860	69.6%	19,811,881	13G	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			69.6%	19,811,881
First Trust Advisors L.P.			69.6%	19,811,881
The Charger Corporation			69.6%	19,811,881
First Trust Exchange-Traded Fund VI 13G FTXR · 33738R795	FTXR	33738R795	89.2%	17,474,651	13G	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			89.2%	17,474,651
First Trust Advisors L.P.			89.2%	17,474,651
The Charger Corporation			89.2%	17,474,651
NYLI MacKay DefinedTerm Muni Opportunities Fund 13G/A Amendment 1 MMD · 56064K100	MMD	56064K100	10.5%	1,970,287	13G/A Amendment 1	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			10.5%	1,970,287
First Trust Advisors L.P.			10.5%	1,970,287
The Charger Corporation			10.5%	1,970,287
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 SMAY · 33740F466	SMAY	33740F466	40.1%	1,282,196	13G/A Amendment 8	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			40.1%	1,282,196
First Trust Advisors L.P.			40.1%	1,282,196
The Charger Corporation			40.1%	1,282,196
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 MAYM · 33740U356	MAYM	33740U356	24.8%	124,053	13G/A Amendment 1	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			24.8%	124,053
First Trust Advisors L.P.			24.8%	124,053
The Charger Corporation			24.8%	124,053
First Trust Exchange-Traded Fund IV 13G/A Amendment 2 TDVI · 33738D812	TDVI	33738D812	34.5%	3,704,739	13G/A Amendment 2	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			34.5%	3,704,739
First Trust Advisors L.P.			34.5%	3,704,739
The Charger Corporation			34.5%	3,704,739
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 JULM · 33740U570	JULM	33740U570	16.4%	118,807	13G/A Amendment 2	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			16.4%	118,807
First Trust Advisors L.P.			16.4%	118,807
The Charger Corporation			16.4%	118,807
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 XAPR · 33740U596	XAPR	33740U596	49.0%	673,787	13G/A Amendment 4	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			49.0%	673,787
First Trust Advisors L.P.			49.0%	673,787
The Charger Corporation			49.0%	673,787
abrdn Life Sciences Investors 13G/A Amendment 1 HQL · 87911K100	HQL	87911K100	10.1%	3,021,786	13G/A Amendment 1	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			10.1%	3,021,786
First Trust Advisors L.P.			10.1%	3,021,786
The Charger Corporation			10.1%	3,021,786
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 YMAR · 33740F573	YMAR	33740F573	22.0%	802,075	13G/A Amendment 3	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			22.0%	802,075
First Trust Advisors L.P.			22.0%	802,075
The Charger Corporation			22.0%	802,075
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 3 FXO · 33734X135	FXO	33734X135	0.1%	21,708	13G/A Amendment 3	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			0.1%	21,708
First Trust Advisors L.P.			0.1%	21,708
The Charger Corporation			0.1%	21,708
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 YSEP · 33740U828	YSEP	33740U828	17.7%	830,459	13G/A Amendment 3	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			17.7%	830,459
First Trust Advisors L.P.			17.7%	830,459
The Charger Corporation			17.7%	830,459
First Trust Exchange-Traded AlphaDEX Fund II 13G/A Amendment 3 FGM · 33737J190	FGM	33737J190	54.3%	977,016	13G/A Amendment 3	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			54.3%	977,016
First Trust Advisors L.P.			54.3%	977,016
The Charger Corporation			54.3%	977,016
First Trust Exchange-Traded AlphaDEX Fund II 13G/A Amendment 9 FKU · 33737J224	FKU	33737J224	59.2%	1,214,340	13G/A Amendment 9	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			59.2%	1,214,340
First Trust Advisors L.P.			59.2%	1,214,340
The Charger Corporation			59.2%	1,214,340
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 9 FKU · 33737J224	FKU	33737J224	59.2%	1,214,340	13G/A Amendment 9	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			59.2%	1,214,340
First Trust Advisors L.P.			59.2%	1,214,340
The Charger Corporation			59.2%	1,214,340
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 3 FGM · 33737J190	FGM	33737J190	54.3%	977,016	13G/A Amendment 3	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			54.3%	977,016
First Trust Advisors L.P.			54.3%	977,016
The Charger Corporation			54.3%	977,016
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 6 FEUZ · 33737J505	FEUZ	33737J505	43.0%	989,758	13G/A Amendment 6	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			43.0%	989,758
First Trust Advisors L.P.			43.0%	989,758
The Charger Corporation			43.0%	989,758
First Trust Exchange-Traded Fund VIII 13G/A Amendment 28 FJAN · 33740F623	FJAN	33740F623	59.9%	13,834,319	13G/A Amendment 28	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			59.9%	13,834,319
First Trust Advisors L.P.			59.9%	13,834,319
The Charger Corporation			59.9%	13,834,319
First Trust Exchange-Traded Fund 13G/A Amendment 4 FDN · 33733E302	FDN	33733E302	0.2%	38,650	13G/A Amendment 4	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			0.2%	38,650
First Trust Advisors L.P.			0.2%	38,650
The Charger Corporation			0.2%	38,650
Virtus Stone Harbor Emerging Markets Income Fund 13G/A Amendment 10 EDF · 86164T107	EDF	86164T107	12.5%	4,014,145	13G/A Amendment 10	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			12.5%	4,014,145
First Trust Advisors L.P.			12.5%	4,014,145
The Charger Corporation			12.5%	4,014,145

Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.