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 27 DJAN · 33740F631	DJAN	33740F631	32.6%	3,257,867	13G/A Amendment 27	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			32.6%	3,257,867
First Trust Advisors L.P.			32.6%	3,257,867
The Charger Corporation			32.6%	3,257,867
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 AUGM · 33740U562	AUGM	33740U562	11.7%	117,234	13G/A Amendment 1	3/6/2026 Event 2/28/2026
First Trust Portfolios L.P.			11.7%	117,234
First Trust Advisors L.P.			11.7%	117,234
The Charger Corporation			11.7%	117,234
First Trust Exchange-Traded Fund IV 13G/A Amendment 1 TDVI · 33738D812	TDVI	33738D812	27.7%	2,745,868	13G/A Amendment 1	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			27.7%	2,745,868
First Trust Advisors L.P.			27.7%	2,745,868
The Charger Corporation			27.7%	2,745,868
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 SEPM · 33740U554	SEPM	33740U554	10.1%	100,816	13G/A Amendment 1	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			10.1%	100,816
First Trust Advisors L.P.			10.1%	100,816
The Charger Corporation			10.1%	100,816
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 OCTM · 33740F136	OCTM	33740F136	10.3%	98,231	13G/A Amendment 1	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			10.3%	98,231
First Trust Advisors L.P.			10.3%	98,231
The Charger Corporation			10.3%	98,231
First Trust Exchange-Traded Fund 13G/A Amendment 1 MISL · 33733E831	MISL	33733E831	52.3%	15,656,003	13G/A Amendment 1	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			52.3%	15,656,003
First Trust Advisors L.P.			52.3%	15,656,003
The Charger Corporation			52.3%	15,656,003
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 JULM · 33740U570	JULM	33740U570	10.9%	95,570	13G/A Amendment 1	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			10.9%	95,570
First Trust Advisors L.P.			10.9%	95,570
The Charger Corporation			10.9%	95,570
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 3 FXU · 33734X184	FXU	33734X184	0.6%	107,544	13G/A Amendment 3	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			0.6%	107,544
First Trust Advisors L.P.			0.6%	107,544
The Charger Corporation			0.6%	107,544
First Trust Exchange-Traded Fund VI 13G/A Amendment 2 FTXL · 33738R811	FTXL	33738R811	50.6%	5,234,602	13G/A Amendment 2	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			50.6%	5,234,602
First Trust Advisors L.P.			50.6%	5,234,602
The Charger Corporation			50.6%	5,234,602
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 5 FEUZ · 33737J505	FEUZ	33737J505	35.1%	666,084	13G/A Amendment 5	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			35.1%	666,084
First Trust Advisors L.P.			35.1%	666,084
The Charger Corporation			35.1%	666,084
First Trust Exchange-Traded Fund 13G FBT · 33733E203	FBT	33733E203	32.3%	3,651,216	13G	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			32.3%	3,651,216
First Trust Advisors L.P.			32.3%	3,651,216
The Charger Corporation			32.3%	3,651,216
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 APXM · 33740U372	APXM	33740U372	41.4%	103,420	13G/A Amendment 3	2/6/2026 Event 1/31/2026
First Trust Portfolios L.P.			41.4%	103,420
First Trust Advisors L.P.			41.4%	103,420
The Charger Corporation			41.4%	103,420
First Trust Exchange-Traded Fund VIII 13G XPND · 33740U851	XPND	33740U851	5.2%	77,344	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.2%	77,344
First Trust Advisors L.P.			5.2%	77,344
The Charger Corporation			5.2%	77,344
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XDEC · 33740U786	XDEC	33740U786	0.9%	37,409	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			0.9%	37,409
First Trust Advisors L.P.			0.9%	37,409
The Charger Corporation			0.9%	37,409
Werner Enterprises, Inc. 13G/A Amendment 1 WERN · 950755108	WERN	950755108	0.4%	207,085	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			0.4%	207,085
First Trust Advisors L.P.			0.4%	207,085
The Charger Corporation			0.4%	207,085
First Trust Exchange-Traded Fund VIII 13G SEPM · 33740U554	SEPM	33740U554	8.7%	82,349	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			8.7%	82,349
First Trust Advisors L.P.			8.7%	82,349
The Charger Corporation			8.7%	82,349
PGIM Short Duration High Yield Opportunities Fund 13G SDHY · 69355J104	SDHY	69355J104	6.1%	1,512,373	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			6.1%	1,512,373
First Trust Advisors L.P.			6.1%	1,512,373
The Charger Corporation			6.1%	1,512,373
Perdoceo Education Corporation 13G PRDO · 71363P106	PRDO	71363P106	5.2%	3,315,353	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.2%	3,315,353
First Trust Advisors L.P.			5.2%	3,315,353
The Charger Corporation			5.2%	3,315,353
OneSpan Inc. 13G/A Amendment 1 OSPN · 68287N100	OSPN	68287N100	4.1%	1,540,144	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			4.1%	1,540,144
First Trust Advisors L.P.			4.1%	1,540,144
The Charger Corporation			4.1%	1,540,144
First Trust Exchange-Traded Fund VIII 13G OCTM · 33740F136	OCTM	33740F136	8.6%	79,646	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			8.6%	79,646
First Trust Advisors L.P.			8.6%	79,646
The Charger Corporation			8.6%	79,646
First Trust Exchange-Traded Fund IV 13G/A Amendment 1 MGOV · 33738D838	MGOV	33738D838	4.5%	181,415	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			4.5%	181,415
First Trust Advisors L.P.			4.5%	181,415
The Charger Corporation			4.5%	181,415
First Trust Exchange-Traded Fund VIII 13G JULM · 33740U570	JULM	33740U570	8.6%	77,556	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			8.6%	77,556
First Trust Advisors L.P.			8.6%	77,556
The Charger Corporation			8.6%	77,556
John Hancock Investors Trust 13G/A Amendment 1 JHI · 410142103	JHI	410142103	4.8%	418,901	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			4.8%	418,901
First Trust Advisors L.P.			4.8%	418,901
The Charger Corporation			4.8%	418,901
Western Asset Investment Grade Opportunity Trust Inc. 13G/A Amendment 24 IGI · 95790A101	IGI	95790A101	4.9%	292,860	13G/A Amendment 24	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			4.9%	292,860
First Trust Advisors L.P.			4.9%	292,860
The Charger Corporation			4.9%	292,860
First Trust Exchange-Traded Fund III 13G FSMB · 33739P830	FSMB	33739P830	5.6%	1,420,486	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.6%	1,420,486
First Trust Advisors L.P.			5.6%	1,420,486
The Charger Corporation			5.6%	1,420,486
Federated Hermes Premier Municipal Income Fund 13G/A Amendment 1 FMN · 31423P108	FMN	31423P108	3.2%	369,913	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			3.2%	369,913
First Trust Advisors L.P.			3.2%	369,913
The Charger Corporation			3.2%	369,913
Franklin Senior Loan ETF 13G FLBL · 35473P595	FLBL	35473P595	6.1%	2,428,785	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			6.1%	2,428,785
First Trust Advisors L.P.			6.1%	2,428,785
The Charger Corporation			6.1%	2,428,785
Nuveen Dow 30 Dynamic Overwrite Fund 13G/A Amendment 1 DIAX · 67075F105	DIAX	67075F105	4.7%	1,714,958	13G/A Amendment 1	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			4.7%	1,714,958
First Trust Advisors L.P.			4.7%	1,714,958
The Charger Corporation			4.7%	1,714,958
First Trust Exchange-Traded Fund VIII 13G DECM · 33740U497	DECM	33740U497	6.5%	79,165	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			6.5%	79,165
First Trust Advisors L.P.			6.5%	79,165
The Charger Corporation			6.5%	79,165
John Hancock Financial Opportunities Fund 13G BTO · 409735206	BTO	409735206	5.4%	1,065,616	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.4%	1,065,616
First Trust Advisors L.P.			5.4%	1,065,616
The Charger Corporation			5.4%	1,065,616
First Trust Exchange-Traded Fund VIII 13G AUGM · 33740U562	AUGM	33740U562	7.1%	76,465	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			7.1%	76,465
First Trust Advisors L.P.			7.1%	76,465
The Charger Corporation			7.1%	76,465
abrdn Income Credit Strategies Fund 13G ACP · 003057106	ACP	003057106	7.8%	9,763,057	13G	1/30/2026 Event 12/31/2025
First Trust Portfolios L.P.			7.8%	9,763,057
First Trust Advisors L.P.			7.8%	9,763,057
The Charger Corporation			7.8%	9,763,057
Radware Ltd. 13G RDWR · M81873107	RDWR	M81873107	5.0%	2,146,877	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.0%	2,146,877
First Trust Advisors L.P.			5.0%	2,146,877
The Charger Corporation			5.0%	2,146,877
First Trust Exchange-Traded Fund VIII 13G QMAG · 33740F193	QMAG	33740F193	5.1%	125,269	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.1%	125,269
First Trust Advisors L.P.			5.1%	125,269
The Charger Corporation			5.1%	125,269
State Street SPDR Bloomberg Investment Grade Floating Rate ETF 13G FLRN · 78468R200	FLRN	78468R200	5.0%	4,428,144	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.0%	4,428,144
First Trust Advisors L.P.			5.0%	4,428,144
The Charger Corporation			5.0%	4,428,144
F5, Inc. 13G FFIV · 315616102	FFIV	315616102	5.1%	2,956,143	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.1%	2,956,143
First Trust Advisors L.P.			5.1%	2,956,143
The Charger Corporation			5.1%	2,956,143
First Trust Exchange-Traded Fund VIII 13G FEBM · 33740U422	FEBM	33740U422	5.1%	85,704	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.1%	85,704
First Trust Advisors L.P.			5.1%	85,704
The Charger Corporation			5.1%	85,704
Clearway Energy, Inc. (Class A) 13G CWEN-A · 18539C105	CWEN-A	18539C105	5.1%	1,773,795	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.1%	1,773,795
First Trust Advisors L.P.			5.1%	1,773,795
The Charger Corporation			5.1%	1,773,795
BlackRock Enhanced Global Dividend Trust 13G BOE · 092501105	BOE	092501105	5.1%	2,827,629	13G	1/27/2026 Event 12/31/2025
First Trust Portfolios L.P.			5.1%	2,827,629
First Trust Advisors L.P.			5.1%	2,827,629
The Charger Corporation			5.1%	2,827,629
First Trust Exchange-Traded Fund IV 13G/A Amendment 6 SDVD · 33738D820	SDVD	33738D820	48.4%	16,137,560	13G/A Amendment 6	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			48.4%	16,137,560
First Trust Advisors L.P.			48.4%	16,137,560
The Charger Corporation			48.4%	16,137,560
First Trust Exchange-Traded Fund VIII 13G/A Amendment 14 QSPT · 33740U836	QSPT	33740U836	56.5%	8,983,342	13G/A Amendment 14	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			56.5%	8,983,342
First Trust Advisors L.P.			56.5%	8,983,342
The Charger Corporation			56.5%	8,983,342
First Trust Exchange-Traded Fund VIII 13G/A Amendment 13 QMAR · 33740F581	QMAR	33740F581	62.1%	8,668,384	13G/A Amendment 13	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			62.1%	8,668,384
First Trust Advisors L.P.			62.1%	8,668,384
The Charger Corporation			62.1%	8,668,384
First Trust Exchange-Traded Fund VIII 13G/A Amendment 13 QJUN · 33740F557	QJUN	33740F557	49.1%	8,977,572	13G/A Amendment 13	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			49.1%	8,977,572
First Trust Advisors L.P.			49.1%	8,977,572
The Charger Corporation			49.1%	8,977,572
First Trust Exchange-Traded Fund VIII 13G/A Amendment 15 QDEC · 33740F649	QDEC	33740F649	51.6%	8,742,842	13G/A Amendment 15	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			51.6%	8,742,842
First Trust Advisors L.P.			51.6%	8,742,842
The Charger Corporation			51.6%	8,742,842
First Trust Exchange-Traded Fund VI 13G/A Amendment 1 FTXL · 33738R811	FTXL	33738R811	55.7%	5,680,966	13G/A Amendment 1	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			55.7%	5,680,966
First Trust Advisors L.P.			55.7%	5,680,966
The Charger Corporation			55.7%	5,680,966
First Trust Exchange-Traded Fund VI 13G/A Amendment 7 FTQI · 33738R407	FTQI	33738R407	49.9%	18,304,952	13G/A Amendment 7	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			49.9%	18,304,952
First Trust Advisors L.P.			49.9%	18,304,952
The Charger Corporation			49.9%	18,304,952
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FOCT · 33740F664	FOCT	33740F664	65.9%	15,122,245	13G/A Amendment 25	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			65.9%	15,122,245
First Trust Advisors L.P.			65.9%	15,122,245
The Charger Corporation			65.9%	15,122,245
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 FNOV · 33740F847	FNOV	33740F847	65.0%	13,524,555	13G/A Amendment 24	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			65.0%	13,524,555
First Trust Advisors L.P.			65.0%	13,524,555
The Charger Corporation			65.0%	13,524,555
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 FMAY · 33740F748	FMAY	33740F748	66.4%	13,071,176	13G/A Amendment 26	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			66.4%	13,071,176
First Trust Advisors L.P.			66.4%	13,071,176
The Charger Corporation			66.4%	13,071,176
First Trust Exchange-Traded Fund VIII 13G/A Amendment 29 FMAR · 33740F599	FMAR	33740F599	73.5%	14,712,963	13G/A Amendment 29	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			73.5%	14,712,963
First Trust Advisors L.P.			73.5%	14,712,963
The Charger Corporation			73.5%	14,712,963
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 FJUN · 33740F722	FJUN	33740F722	64.8%	12,212,469	13G/A Amendment 18	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			64.8%	12,212,469
First Trust Advisors L.P.			64.8%	12,212,469
The Charger Corporation			64.8%	12,212,469
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 FJUL · 33740U208	FJUL	33740U208	62.7%	13,176,892	13G/A Amendment 24	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			62.7%	13,176,892
First Trust Advisors L.P.			62.7%	13,176,892
The Charger Corporation			62.7%	13,176,892
First Trust Exchange-Traded Fund VIII 13G/A Amendment 27 FJAN · 33740F623	FJAN	33740F623	65.0%	13,536,090	13G/A Amendment 27	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			65.0%	13,536,090
First Trust Advisors L.P.			65.0%	13,536,090
The Charger Corporation			65.0%	13,536,090
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 FFEB · 33740F763	FFEB	33740F763	63.4%	12,337,500	13G/A Amendment 22	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			63.4%	12,337,500
First Trust Advisors L.P.			63.4%	12,337,500
The Charger Corporation			63.4%	12,337,500
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 FDEC · 33740U505	FDEC	33740U505	60.7%	14,637,185	13G/A Amendment 23	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			60.7%	14,637,185
First Trust Advisors L.P.			60.7%	14,637,185
The Charger Corporation			60.7%	14,637,185
First Trust Exchange-Traded Fund VIII 13G/A Amendment 27 FAUG · 33740F862	FAUG	33740F862	64.7%	13,943,154	13G/A Amendment 27	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			64.7%	13,943,154
First Trust Advisors L.P.			64.7%	13,943,154
The Charger Corporation			64.7%	13,943,154
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 FAPR · 33740U885	FAPR	33740U885	73.5%	16,102,048	13G/A Amendment 23	1/23/2026 Event 12/31/2025
First Trust Portfolios L.P.			73.5%	16,102,048
First Trust Advisors L.P.			73.5%	16,102,048
The Charger Corporation			73.5%	16,102,048
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 SNOV · 33740F342	SNOV	33740F342	27.3%	1,187,483	13G/A Amendment 6	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			27.3%	1,187,483
First Trust Advisors L.P.			27.3%	1,187,483
The Charger Corporation			27.3%	1,187,483
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 SAUG · 33740F417	SAUG	33740F417	30.5%	1,173,484	13G/A Amendment 5	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			30.5%	1,173,484
First Trust Advisors L.P.			30.5%	1,173,484
The Charger Corporation			30.5%	1,173,484
Neuberger High Yield Strategies Fund Inc. 13G/A Amendment 10 NHS · 64128C106	NHS	64128C106	22.1%	5,725,238	13G/A Amendment 10	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			22.1%	5,725,238
First Trust Advisors L.P.			22.1%	5,725,238
The Charger Corporation			22.1%	5,725,238
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 GNOV · 33740U687	GNOV	33740U687	21.7%	1,699,618	13G/A Amendment 8	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			21.7%	1,699,618
First Trust Advisors L.P.			21.7%	1,699,618
The Charger Corporation			21.7%	1,699,618
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GMAY · 33740F441	GMAY	33740F441	22.3%	1,636,240	13G/A Amendment 5	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			22.3%	1,636,240
First Trust Advisors L.P.			22.3%	1,636,240
The Charger Corporation			22.3%	1,636,240
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GMAR · 33740F482	GMAR	33740F482	22.2%	2,083,031	13G/A Amendment 4	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			22.2%	2,083,031
First Trust Advisors L.P.			22.2%	2,083,031
The Charger Corporation			22.2%	2,083,031
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 GDEC · 33740U679	GDEC	33740U679	24.5%	2,786,686	13G/A Amendment 8	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			24.5%	2,786,686
First Trust Advisors L.P.			24.5%	2,786,686
The Charger Corporation			24.5%	2,786,686
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 GAUG · 33740U653	GAUG	33740U653	22.2%	1,716,392	13G/A Amendment 8	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			22.2%	1,716,392
First Trust Advisors L.P.			22.2%	1,716,392
The Charger Corporation			22.2%	1,716,392
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GAPR · 33740F458	GAPR	33740F458	34.2%	2,181,359	13G/A Amendment 5	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			34.2%	2,181,359
First Trust Advisors L.P.			34.2%	2,181,359
The Charger Corporation			34.2%	2,181,359
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 2 FXO · 33734X135	FXO	33734X135	35.6%	12,700,631	13G/A Amendment 2	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			35.6%	12,700,631
First Trust Advisors L.P.			35.6%	12,700,631
The Charger Corporation			35.6%	12,700,631
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 8 FKU · 33737J224	FKU	33737J224	44.4%	754,114	13G/A Amendment 8	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			44.4%	754,114
First Trust Advisors L.P.			44.4%	754,114
The Charger Corporation			44.4%	754,114
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 2 FGM · 33737J190	FGM	33737J190	44.9%	606,253	13G/A Amendment 2	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			44.9%	606,253
First Trust Advisors L.P.			44.9%	606,253
The Charger Corporation			44.9%	606,253
First Trust Exchange-Traded Fund III 13G/A Amendment 34 FEMB · 33739P202	FEMB	33739P202	24.3%	2,469,977	13G/A Amendment 34	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			24.3%	2,469,977
First Trust Advisors L.P.			24.3%	2,469,977
The Charger Corporation			24.3%	2,469,977
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 DSEP · 33740F680	DSEP	33740F680	40.2%	3,012,478	13G/A Amendment 21	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			40.2%	3,012,478
First Trust Advisors L.P.			40.2%	3,012,478
The Charger Corporation			40.2%	3,012,478
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 DOCT · 33740F672	DOCT	33740F672	36.1%	3,052,896	13G/A Amendment 22	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			36.1%	3,052,896
First Trust Advisors L.P.			36.1%	3,052,896
The Charger Corporation			36.1%	3,052,896
First Trust Exchange-Traded Fund VIII 13G/A Amendment 20 DNOV · 33740F839	DNOV	33740F839	36.0%	2,773,036	13G/A Amendment 20	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			36.0%	2,773,036
First Trust Advisors L.P.			36.0%	2,773,036
The Charger Corporation			36.0%	2,773,036
First Trust Exchange-Traded Fund VIII 13G/A Amendment 33 DMAY · 33740F730	DMAY	33740F730	46.0%	3,001,706	13G/A Amendment 33	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			46.0%	3,001,706
First Trust Advisors L.P.			46.0%	3,001,706
The Charger Corporation			46.0%	3,001,706
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 DJUL · 33740F698	DJUL	33740F698	34.4%	2,849,639	13G/A Amendment 21	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			34.4%	2,849,639
First Trust Advisors L.P.			34.4%	2,849,639
The Charger Corporation			34.4%	2,849,639
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 DJAN · 33740F631	DJAN	33740F631	38.9%	3,140,560	13G/A Amendment 26	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			38.9%	3,140,560
First Trust Advisors L.P.			38.9%	3,140,560
The Charger Corporation			38.9%	3,140,560
First Trust Exchange-Traded Fund VIII 13G/A Amendment 16 DFEB · 33740F771	DFEB	33740F771	35.1%	2,860,369	13G/A Amendment 16	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			35.1%	2,860,369
First Trust Advisors L.P.			35.1%	2,860,369
The Charger Corporation			35.1%	2,860,369
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 DDEC · 33740U406	DDEC	33740U406	33.9%	3,020,304	13G/A Amendment 18	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			33.9%	3,020,304
First Trust Advisors L.P.			33.9%	3,020,304
The Charger Corporation			33.9%	3,020,304
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 DAUG · 33740F854	DAUG	33740F854	38.2%	3,052,819	13G/A Amendment 19	1/20/2026 Event 12/31/2025
First Trust Portfolios L.P.			38.2%	3,052,819
First Trust Advisors L.P.			38.2%	3,052,819
The Charger Corporation			38.2%	3,052,819
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 YMAR · 33740F573	YMAR	33740F573	14.7%	630,632	13G/A Amendment 2	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.7%	630,632
First Trust Advisors L.P.			14.7%	630,632
The Charger Corporation			14.7%	630,632
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 XMAR · 33740F474	XMAR	33740F474	14.4%	624,306	13G/A Amendment 2	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.4%	624,306
First Trust Advisors L.P.			14.4%	624,306
The Charger Corporation			14.4%	624,306
Invesco Bond Fund 13G/A Amendment 27 VBF · 46132L107	VBF	46132L107	13.1%	1,493,789	13G/A Amendment 27	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			13.1%	1,493,789
First Trust Advisors L.P.			13.1%	1,493,789
The Charger Corporation			13.1%	1,493,789
Virtus Seix Senior Loan ETF 13G/A Amendment 3 SEIX · 92790A405	SEIX	92790A405	14.5%	1,661,510	13G/A Amendment 3	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.5%	1,661,510
First Trust Advisors L.P.			14.5%	1,661,510
The Charger Corporation			14.5%	1,661,510
First Trust Exchange-Traded Fund IV 13G/A Amendment 6 RDVI · 33738D879	RDVI	33738D879	15.0%	14,872,082	13G/A Amendment 6	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			15.0%	14,872,082
First Trust Advisors L.P.			15.0%	14,872,082
The Charger Corporation			15.0%	14,872,082
Morgan Stanley Emerging Markets Debt Fund, Inc. 13G/A Amendment 13 MSD · 61744H105	MSD	61744H105	14.1%	2,850,585	13G/A Amendment 13	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.1%	2,850,585
First Trust Advisors L.P.			14.1%	2,850,585
The Charger Corporation			14.1%	2,850,585
First Trust Exchange-Traded Fund IV 13G/A Amendment 2 LGOV · 33738D606	LGOV	33738D606	8.6%	2,624,486	13G/A Amendment 2	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			8.6%	2,624,486
First Trust Advisors L.P.			8.6%	2,624,486
The Charger Corporation			8.6%	2,624,486
Lazard Global Total Return and Income Fund, Inc. 13G/A Amendment 16 LGI · 52106W103	LGI	52106W103	12.5%	1,629,189	13G/A Amendment 16	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			12.5%	1,629,189
First Trust Advisors L.P.			12.5%	1,629,189
The Charger Corporation			12.5%	1,629,189
Western Asset High Yield Opportunity Fund Inc. 13G/A Amendment 3 HYI · 95768B107	HYI	95768B107	11.2%	1,428,890	13G/A Amendment 3	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			11.2%	1,428,890
First Trust Advisors L.P.			11.2%	1,428,890
The Charger Corporation			11.2%	1,428,890
John Hancock Diversified Income Fund 13G/A Amendment 14 HEQ · 47804L102	HEQ	47804L102	11.6%	1,400,541	13G/A Amendment 14	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			11.6%	1,400,541
First Trust Advisors L.P.			11.6%	1,400,541
The Charger Corporation			11.6%	1,400,541
First Trust Exchange-Traded Fund VIII 13G/A Amendment 9 GSEP · 33740U711	GSEP	33740U711	14.2%	1,743,125	13G/A Amendment 9	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.2%	1,743,125
First Trust Advisors L.P.			14.2%	1,743,125
The Charger Corporation			14.2%	1,743,125
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GJUN · 33740F433	GJUN	33740F433	20.1%	1,704,155	13G/A Amendment 4	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			20.1%	1,704,155
First Trust Advisors L.P.			20.1%	1,704,155
The Charger Corporation			20.1%	1,704,155
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GJAN · 33740F516	GJAN	33740F516	20.0%	1,581,139	13G/A Amendment 5	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			20.0%	1,581,139
First Trust Advisors L.P.			20.0%	1,581,139
The Charger Corporation			20.0%	1,581,139
First Trust Exchange-Traded Fund VI 13G/A Amendment 8 FTHI · 33738R308	FTHI	33738R308	20.6%	16,105,598	13G/A Amendment 8	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			20.6%	16,105,598
First Trust Advisors L.P.			20.6%	16,105,598
The Charger Corporation			20.6%	16,105,598
First Trust Exchange-Traded Fund IV 13G/A Amendment 4 FTCB · 33738D788	FTCB	33738D788	18.6%	15,112,951	13G/A Amendment 4	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			18.6%	15,112,951
First Trust Advisors L.P.			18.6%	15,112,951
The Charger Corporation			18.6%	15,112,951
First Trust Exchange-Traded Fund IV 13G/A Amendment 3 FIIG · 33738D796	FIIG	33738D796	13.7%	4,091,440	13G/A Amendment 3	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			13.7%	4,091,440
First Trust Advisors L.P.			13.7%	4,091,440
The Charger Corporation			13.7%	4,091,440
abrdn Asia-Pacific Income Fund, Inc. 13G/A Amendment 5 FAX · 003009867	FAX	003009867	16.6%	6,859,307	13G/A Amendment 5	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			16.6%	6,859,307
First Trust Advisors L.P.			16.6%	6,859,307
The Charger Corporation			16.6%	6,859,307
Virtus Stone Harbor Emerging Markets Income Fund 13G/A Amendment 9 EDF · 86164T107	EDF	86164T107	18.1%	5,803,501	13G/A Amendment 9	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			18.1%	5,803,501
First Trust Advisors L.P.			18.1%	5,803,501
The Charger Corporation			18.1%	5,803,501
BNY Mellon High Yield Strategies Fund 13G/A Amendment 17 DHF · 09660L105	DHF	09660L105	13.9%	10,074,618	13G/A Amendment 17	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			13.9%	10,074,618
First Trust Advisors L.P.			13.9%	10,074,618
The Charger Corporation			13.9%	10,074,618
Liberty All-Star Growth Fund, Inc. 13G/A Amendment 17 ASG · 529900102	ASG	529900102	14.6%	9,174,488	13G/A Amendment 17	1/14/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.6%	9,174,488
First Trust Advisors L.P.			14.6%	9,174,488
The Charger Corporation			14.6%	9,174,488
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 YJUN · 33740U869	YJUN	33740U869	10.5%	662,238	13G/A Amendment 1	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			10.5%	662,238
First Trust Advisors L.P.			10.5%	662,238
The Charger Corporation			10.5%	662,238

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