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 1 XJAN · 33740F318	XJAN	33740F318	1.8%	19,254	13G/A Amendment 1	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			1.8%	19,254
First Trust Advisors L.P.			1.8%	19,254
The Charger Corporation			1.8%	19,254
First Trust Exchange-Traded Fund IV 13G TDVI · 33738D812	TDVI	33738D812	19.9%	1,683,185	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			19.9%	1,683,185
First Trust Advisors L.P.			19.9%	1,683,185
The Charger Corporation			19.9%	1,683,185
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 SMAY · 33740F466	SMAY	33740F466	32.6%	1,157,901	13G/A Amendment 7	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			32.6%	1,157,901
First Trust Advisors L.P.			32.6%	1,157,901
The Charger Corporation			32.6%	1,157,901
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 SFEB · 33740F292	SFEB	33740F292	38.2%	1,281,008	13G/A Amendment 7	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			38.2%	1,281,008
First Trust Advisors L.P.			38.2%	1,281,008
The Charger Corporation			38.2%	1,281,008
First Trust Exchange-Traded Fund VIII 13G NOVM · 33740U521	NOVM	33740U521	10.2%	79,087	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			10.2%	79,087
First Trust Advisors L.P.			10.2%	79,087
The Charger Corporation			10.2%	79,087
First Trust Exchange-Traded Fund 13G MISL · 33733E831	MISL	33733E831	62.2%	18,726,152	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			62.2%	18,726,152
First Trust Advisors L.P.			62.2%	18,726,152
The Charger Corporation			62.2%	18,726,152
First Trust Exchange-Traded Fund VIII 13G MAYM · 33740U356	MAYM	33740U356	14.1%	80,910	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			14.1%	80,910
First Trust Advisors L.P.			14.1%	80,910
The Charger Corporation			14.1%	80,910
First Trust Exchange-Traded Fund VIII 13G JANM · 33740U455	JANM	33740U455	10.5%	78,925	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			10.5%	78,925
First Trust Advisors L.P.			10.5%	78,925
The Charger Corporation			10.5%	78,925
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GJUL · 33740U661	GJUL	33740U661	16.1%	1,634,002	13G/A Amendment 5	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			16.1%	1,634,002
First Trust Advisors L.P.			16.1%	1,634,002
The Charger Corporation			16.1%	1,634,002
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GFEB · 33740U737	GFEB	33740U737	22.4%	1,627,020	13G/A Amendment 4	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			22.4%	1,627,020
First Trust Advisors L.P.			22.4%	1,627,020
The Charger Corporation			22.4%	1,627,020
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 7 FXR · 33734X150	FXR	33734X150	<0.1%	2,320	13G/A Amendment 7	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			<0.1%	2,320
First Trust Advisors L.P.			<0.1%	2,320
The Charger Corporation			<0.1%	2,320
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G FEP · 33737J117	FEP	33737J117	10.2%	772,740	13G	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			10.2%	772,740
First Trust Advisors L.P.			10.2%	772,740
The Charger Corporation			10.2%	772,740
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 DMAR · 33740F615	DMAR	33740F615	40.0%	3,662,350	13G/A Amendment 25	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			40.0%	3,662,350
First Trust Advisors L.P.			40.0%	3,662,350
The Charger Corporation			40.0%	3,662,350
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 DJUN · 33740F714	DJUN	33740F714	49.0%	2,865,846	13G/A Amendment 18	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			49.0%	2,865,846
First Trust Advisors L.P.			49.0%	2,865,846
The Charger Corporation			49.0%	2,865,846
First Trust Exchange-Traded Fund VIII 13G/A Amendment 16 DAPR · 33740U802	DAPR	33740U802	54.1%	3,952,181	13G/A Amendment 16	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			54.1%	3,952,181
First Trust Advisors L.P.			54.1%	3,952,181
The Charger Corporation			54.1%	3,952,181
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 APXM · 33740U372	APXM	33740U372	33.5%	83,855	13G/A Amendment 2	1/7/2026 Event 12/31/2025
First Trust Portfolios L.P.			33.5%	83,855
First Trust Advisors L.P.			33.5%	83,855
The Charger Corporation			33.5%	83,855
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 SNOV · 33740F342	SNOV	33740F342	25.6%	1,150,448	13G/A Amendment 5	12/5/2025 Event 11/30/2025
First Trust Portfolios L.P.			25.6%	1,150,448
First Trust Advisors L.P.			25.6%	1,150,448
The Charger Corporation			25.6%	1,150,448
JPMorgan USD Emerging Markets Sovereign Bond ETF 13G/A Amendment 4 JPMB · 46641Q746	JPMB	46641Q746	9.9%	148,925	13G/A Amendment 4	12/5/2025 Event 11/30/2025
First Trust Portfolios L.P.			9.9%	148,925
First Trust Advisors L.P.			9.9%	148,925
The Charger Corporation			9.9%	148,925
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 GSEP · 33740U711	GSEP	33740U711	18.3%	2,629,071	13G/A Amendment 8	12/5/2025 Event 11/30/2025
First Trust Portfolios L.P.			18.3%	2,629,071
First Trust Advisors L.P.			18.3%	2,629,071
The Charger Corporation			18.3%	2,629,071
First Trust Exchange-Traded Fund VI 13G FTXL · 33738R811	FTXL	33738R811	59.3%	6,077,462	13G	12/5/2025 Event 11/30/2025
First Trust Portfolios L.P.			59.3%	6,077,462
First Trust Advisors L.P.			59.3%	6,077,462
The Charger Corporation			59.3%	6,077,462
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 DOCT · 33740F672	DOCT	33740F672	34.5%	2,976,046	13G/A Amendment 21	12/5/2025 Event 11/30/2025
First Trust Portfolios L.P.			34.5%	2,976,046
First Trust Advisors L.P.			34.5%	2,976,046
The Charger Corporation			34.5%	2,976,046
First Trust Exchange-Traded Fund VIII 13G/A Amendment 12 QJUN · 33740F557	QJUN	33740F557	47.1%	8,573,183	13G/A Amendment 12	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			47.1%	8,573,183
First Trust Advisors L.P.			47.1%	8,573,183
The Charger Corporation			47.1%	8,573,183
First Trust Exchange-Traded Fund IV 13G/A Amendment 1 KNG · 33739Q705	KNG	33739Q705	10.4%	7,506,829	13G/A Amendment 1	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			10.4%	7,506,829
First Trust Advisors L.P.			10.4%	7,506,829
The Charger Corporation			10.4%	7,506,829
First Trust Exchange-Traded Fund VIII 13G/A Amendment 8 GOCT · 33740U695	GOCT	33740U695	19.7%	1,558,999	13G/A Amendment 8	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			19.7%	1,558,999
First Trust Advisors L.P.			19.7%	1,558,999
The Charger Corporation			19.7%	1,558,999
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GJUL · 33740U661	GJUL	33740U661	10.6%	1,468,246	13G/A Amendment 4	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			10.6%	1,468,246
First Trust Advisors L.P.			10.6%	1,468,246
The Charger Corporation			10.6%	1,468,246
First Trust Exchange-Traded Fund II 13G FDNI · 33734X770	FDNI	33734X770	38.3%	976,363	13G	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			38.3%	976,363
First Trust Advisors L.P.			38.3%	976,363
The Charger Corporation			38.3%	976,363
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 APXM · 33740U372	APXM	33740U372	20.9%	41,792	13G/A Amendment 1	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			20.9%	41,792
First Trust Advisors L.P.			20.9%	41,792
The Charger Corporation			20.9%	41,792
abrdn Emerging Markets ex China Fund Inc. 13G/A Amendment 1 AEF · 00301W105	AEF	00301W105	10.3%	4,179,037	13G/A Amendment 1	11/6/2025 Event 10/31/2025
First Trust Portfolios L.P.			10.3%	4,179,037
First Trust Advisors L.P.			10.3%	4,179,037
The Charger Corporation			10.3%	4,179,037
First Trust Exchange-Traded Fund VIII 13G XDEC · 33740U786	XDEC	33740U786	9.0%	473,157	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			9.0%	473,157
First Trust Advisors L.P.			9.0%	473,157
The Charger Corporation			9.0%	473,157
Wabash National Corporation 13G/A Amendment 1 WNC · 929566107	WNC	929566107	0.3%	118,010	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			0.3%	118,010
First Trust Advisors L.P.			0.3%	118,010
The Charger Corporation			0.3%	118,010
Western Asset Premier Bond Fund 13G/A Amendment 15 WEA · 957664105	WEA	957664105	4.3%	507,542	13G/A Amendment 15	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			4.3%	507,542
First Trust Advisors L.P.			4.3%	507,542
The Charger Corporation			4.3%	507,542
First Trust Exchange-Traded Fund IV 13G/A Amendment 1 SCIO · 33738D770	SCIO	33738D770	1.8%	46,636	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			1.8%	46,636
First Trust Advisors L.P.			1.8%	46,636
The Charger Corporation			1.8%	46,636
Resources Connection, Inc. 13G/A Amendment 1 RGP · 76122Q105	RGP	76122Q105	0%	191	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			0%	191
First Trust Advisors L.P.			0%	191
The Charger Corporation			0%	191
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 QMAG · 33740F193	QMAG	33740F193	3.2%	83,501	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			3.2%	83,501
First Trust Advisors L.P.			3.2%	83,501
The Charger Corporation			3.2%	83,501
Perdoceo Education Corporation 13G/A Amendment 2 PRDO · 71363P106	PRDO	71363P106	4.7%	3,023,458	13G/A Amendment 2	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			4.7%	3,023,458
First Trust Advisors L.P.			4.7%	3,023,458
The Charger Corporation			4.7%	3,023,458
Powell Industries, Inc. 13G POWL · 739128106	POWL	739128106	5.9%	715,605	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.9%	715,605
First Trust Advisors L.P.			5.9%	715,605
The Charger Corporation			5.9%	715,605
Invesco International Corporate Bond ETF 13G/A Amendment 6 PICB · 46138E636	PICB	46138E636	3.5%	311,860	13G/A Amendment 6	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			3.5%	311,860
First Trust Advisors L.P.			3.5%	311,860
The Charger Corporation			3.5%	311,860
OneSpan Inc. 13G OSPN · 68287N100	OSPN	68287N100	5.6%	2,156,973	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.6%	2,156,973
First Trust Advisors L.P.			5.6%	2,156,973
The Charger Corporation			5.6%	2,156,973
Western Asset Managed Municipals Fund Inc. 13G MMU · 95766M105	MMU	95766M105	6.0%	3,296,566	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			6.0%	3,296,566
First Trust Advisors L.P.			6.0%	3,296,566
The Charger Corporation			6.0%	3,296,566
NYLI MacKay DefinedTerm Muni Opportunities Fund 13G MMD · 56064K100	MMD	56064K100	6.4%	1,207,941	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			6.4%	1,207,941
First Trust Advisors L.P.			6.4%	1,207,941
The Charger Corporation			6.4%	1,207,941
JPMorgan International Bond Opportunities ETF 13G/A Amendment 1 JPIB · 46641Q852	JPIB	46641Q852	4.4%	1,087,007	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			4.4%	1,087,007
First Trust Advisors L.P.			4.4%	1,087,007
The Charger Corporation			4.4%	1,087,007
VanEck Emerging Markets High Yield Bond ETF 13G HYEM · 92189F353	HYEM	92189F353	6.4%	1,375,744	13G	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			6.4%	1,375,744
First Trust Advisors L.P.			6.4%	1,375,744
The Charger Corporation			6.4%	1,375,744
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 FIXD · 33740F805	FIXD	33740F805	4.4%	3,367,060	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			4.4%	3,367,060
First Trust Advisors L.P.			4.4%	3,367,060
The Charger Corporation			4.4%	3,367,060
Benchmark Electronics, Inc. 13G/A Amendment 1 BHE · 08160H101	BHE	08160H101	4.3%	1,544,630	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			4.3%	1,544,630
First Trust Advisors L.P.			4.3%	1,544,630
The Charger Corporation			4.3%	1,544,630
Atkore Inc. 13G/A Amendment 1 ATKR · 047649108	ATKR	047649108	3.9%	1,306,574	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			3.9%	1,306,574
First Trust Advisors L.P.			3.9%	1,306,574
The Charger Corporation			3.9%	1,306,574
The Andersons, Inc. 13G/A Amendment 1 ANDE · 034164103	ANDE	034164103	0.5%	156,671	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			0.5%	156,671
First Trust Advisors L.P.			0.5%	156,671
The Charger Corporation			0.5%	156,671
Ameresco, Inc. (Class A) 13G/A Amendment 1 AMRC · 02361E108	AMRC	02361E108	0.8%	270,136	13G/A Amendment 1	10/31/2025 Event 9/30/2025
First Trust Portfolios L.P.			0.8%	270,136
First Trust Advisors L.P.			0.8%	270,136
The Charger Corporation			0.8%	270,136
Werner Enterprises, Inc. 13G WERN · 950755108	WERN	950755108	5.2%	3,108,589	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.2%	3,108,589
First Trust Advisors L.P.			5.2%	3,108,589
The Charger Corporation			5.2%	3,108,589
First Trust Exchange-Traded Fund VIII 13G QMMY · 33740F268	QMMY	33740F268	5.3%	185,973	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.3%	185,973
First Trust Advisors L.P.			5.3%	185,973
The Charger Corporation			5.3%	185,973
First Trust Exchange-Traded Fund VIII 13G MARM · 33740U612	MARM	33740U612	5.1%	202,573	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.1%	202,573
First Trust Advisors L.P.			5.1%	202,573
The Charger Corporation			5.1%	202,573
Nuveen Real Asset Income and Growth Fund 13G JRI · 67074Y105	JRI	67074Y105	5.1%	1,400,711	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.1%	1,400,711
First Trust Advisors L.P.			5.1%	1,400,711
The Charger Corporation			5.1%	1,400,711
iShares High Yield Systematic Bond ETF 13G HYDB · 46435G250	HYDB	46435G250	5.4%	1,867,186	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.4%	1,867,186
First Trust Advisors L.P.			5.4%	1,867,186
The Charger Corporation			5.4%	1,867,186
First Trust Exchange-Traded Fund III 13G FCAL · 33739P863	FCAL	33739P863	5.6%	216,422	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.6%	216,422
First Trust Advisors L.P.			5.6%	216,422
The Charger Corporation			5.6%	216,422
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 FAPR · 33740U885	FAPR	33740U885	71.3%	14,421,372	13G/A Amendment 22	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			71.3%	14,421,372
First Trust Advisors L.P.			71.3%	14,421,372
The Charger Corporation			71.3%	14,421,372
First Trust Exchange-Traded Fund VII 13G FAAR · 33740Y101	FAAR	33740Y101	5.1%	184,812	13G	10/29/2025 Event 9/30/2025
First Trust Portfolios L.P.			5.1%	184,812
First Trust Advisors L.P.			5.1%	184,812
The Charger Corporation			5.1%	184,812
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 XAPR · 33740U596	XAPR	33740U596	43.6%	621,353	13G/A Amendment 3	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			43.6%	621,353
First Trust Advisors L.P.			43.6%	621,353
The Charger Corporation			43.6%	621,353
First Trust Exchange-Traded Fund VIII 13G/A Amendment 13 QSPT · 33740U836	QSPT	33740U836	59.7%	8,571,279	13G/A Amendment 13	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			59.7%	8,571,279
First Trust Advisors L.P.			59.7%	8,571,279
The Charger Corporation			59.7%	8,571,279
First Trust Exchange-Traded Fund VIII 13G/A Amendment 12 QMAR · 33740F581	QMAR	33740F581	60.5%	8,251,883	13G/A Amendment 12	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			60.5%	8,251,883
First Trust Advisors L.P.			60.5%	8,251,883
The Charger Corporation			60.5%	8,251,883
First Trust Exchange-Traded Fund VIII 13G/A Amendment 14 QDEC · 33740F649	QDEC	33740F649	50.4%	8,548,955	13G/A Amendment 14	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			50.4%	8,548,955
First Trust Advisors L.P.			50.4%	8,548,955
The Charger Corporation			50.4%	8,548,955
First Trust Exchange-Traded Fund VI 13G/A Amendment 6 FTQI · 33738R407	FTQI	33738R407	53.4%	18,562,826	13G/A Amendment 6	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			53.4%	18,562,826
First Trust Advisors L.P.			53.4%	18,562,826
The Charger Corporation			53.4%	18,562,826
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FSEP · 33740U307	FSEP	33740U307	64.9%	13,475,258	13G/A Amendment 25	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			64.9%	13,475,258
First Trust Advisors L.P.			64.9%	13,475,258
The Charger Corporation			64.9%	13,475,258
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 FOCT · 33740F664	FOCT	33740F664	70.6%	13,490,103	13G/A Amendment 24	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			70.6%	13,490,103
First Trust Advisors L.P.			70.6%	13,490,103
The Charger Corporation			70.6%	13,490,103
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 FNOV · 33740F847	FNOV	33740F847	69.0%	12,039,988	13G/A Amendment 23	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			69.0%	12,039,988
First Trust Advisors L.P.			69.0%	12,039,988
The Charger Corporation			69.0%	12,039,988
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FMAY · 33740F748	FMAY	33740F748	64.1%	12,110,751	13G/A Amendment 25	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			64.1%	12,110,751
First Trust Advisors L.P.			64.1%	12,110,751
The Charger Corporation			64.1%	12,110,751
First Trust Exchange-Traded Fund VIII 13G/A Amendment 28 FMAR · 33740F599	FMAR	33740F599	70.9%	13,556,848	13G/A Amendment 28	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			70.9%	13,556,848
First Trust Advisors L.P.			70.9%	13,556,848
The Charger Corporation			70.9%	13,556,848
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 7 FKU · 33737J224	FKU	33737J224	46.9%	703,373	13G/A Amendment 7	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			46.9%	703,373
First Trust Advisors L.P.			46.9%	703,373
The Charger Corporation			46.9%	703,373
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 FJAN · 33740F623	FJAN	33740F623	60.4%	13,459,214	13G/A Amendment 26	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			60.4%	13,459,214
First Trust Advisors L.P.			60.4%	13,459,214
The Charger Corporation			60.4%	13,459,214
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 1 FGM · 33737J190	FGM	33737J190	47.5%	593,503	13G/A Amendment 1	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			47.5%	593,503
First Trust Advisors L.P.			47.5%	593,503
The Charger Corporation			47.5%	593,503
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 FFEB · 33740F763	FFEB	33740F763	60.4%	12,237,391	13G/A Amendment 21	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			60.4%	12,237,391
First Trust Advisors L.P.			60.4%	12,237,391
The Charger Corporation			60.4%	12,237,391
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 4 FEUZ · 33737J505	FEUZ	33737J505	41.5%	602,203	13G/A Amendment 4	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			41.5%	602,203
First Trust Advisors L.P.			41.5%	602,203
The Charger Corporation			41.5%	602,203
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 FDEC · 33740U505	FDEC	33740U505	62.6%	13,745,552	13G/A Amendment 22	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			62.6%	13,745,552
First Trust Advisors L.P.			62.6%	13,745,552
The Charger Corporation			62.6%	13,745,552
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 FAUG · 33740F862	FAUG	33740F862	62.3%	13,132,194	13G/A Amendment 26	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			62.3%	13,132,194
First Trust Advisors L.P.			62.3%	13,132,194
The Charger Corporation			62.3%	13,132,194
First Trust Exchange-Traded Fund VIII 13G/A Amendment 20 DOCT · 33740F672	DOCT	33740F672	41.1%	2,877,182	13G/A Amendment 20	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			41.1%	2,877,182
First Trust Advisors L.P.			41.1%	2,877,182
The Charger Corporation			41.1%	2,877,182
First Trust Exchange-Traded Fund VIII 13G/A Amendment 32 DMAY · 33740F730	DMAY	33740F730	42.9%	2,775,671	13G/A Amendment 32	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			42.9%	2,775,671
First Trust Advisors L.P.			42.9%	2,775,671
The Charger Corporation			42.9%	2,775,671
First Trust Exchange-Traded Fund VIII 13G/A Amendment 15 DAPR · 33740U802	DAPR	33740U802	49.1%	3,654,941	13G/A Amendment 15	10/24/2025 Event 9/30/2025
First Trust Portfolios L.P.			49.1%	3,654,941
First Trust Advisors L.P.			49.1%	3,654,941
The Charger Corporation			49.1%	3,654,941
First Trust Exchange-Traded Fund VIII 13G/A Amendment 6 SMAY · 33740F466	SMAY	33740F466	26.6%	1,036,342	13G/A Amendment 6	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			26.6%	1,036,342
First Trust Advisors L.P.			26.6%	1,036,342
The Charger Corporation			26.6%	1,036,342
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 SAUG · 33740F417	SAUG	33740F417	25.8%	1,055,978	13G/A Amendment 4	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			25.8%	1,055,978
First Trust Advisors L.P.			25.8%	1,055,978
The Charger Corporation			25.8%	1,055,978
Neuberger Berman High Yield Strategies Fund Inc. 13G/A Amendment 9 NHS · 64128C106	NHS	64128C106	21.1%	5,463,038	13G/A Amendment 9	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			21.1%	5,463,038
First Trust Advisors L.P.			21.1%	5,463,038
The Charger Corporation			21.1%	5,463,038
First Trust Exchange-Traded Fund IV 13G/A Amendment 20 HYLS · 33738D408	HYLS	33738D408	28.4%	11,483,580	13G/A Amendment 20	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			28.4%	11,483,580
First Trust Advisors L.P.			28.4%	11,483,580
The Charger Corporation			28.4%	11,483,580
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 GSEP · 33740U711	GSEP	33740U711	24.8%	2,440,336	13G/A Amendment 7	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			24.8%	2,440,336
First Trust Advisors L.P.			24.8%	2,440,336
The Charger Corporation			24.8%	2,440,336
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 GNOV · 33740U687	GNOV	33740U687	23.4%	1,478,709	13G/A Amendment 7	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			23.4%	1,478,709
First Trust Advisors L.P.			23.4%	1,478,709
The Charger Corporation			23.4%	1,478,709
PGIM Global High Yield Fund, Inc. 13G/A Amendment 8 GHY · 69346J106	GHY	69346J106	22.0%	9,004,093	13G/A Amendment 8	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			22.0%	9,004,093
First Trust Advisors L.P.			22.0%	9,004,093
The Charger Corporation			22.0%	9,004,093
First Trust Exchange-Traded Fund VIII 13G/A Amendment 7 GDEC · 33740U679	GDEC	33740U679	20.3%	1,533,963	13G/A Amendment 7	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			20.3%	1,533,963
First Trust Advisors L.P.			20.3%	1,533,963
The Charger Corporation			20.3%	1,533,963
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GAPR · 33740F458	GAPR	33740F458	29.4%	1,884,156	13G/A Amendment 4	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			29.4%	1,884,156
First Trust Advisors L.P.			29.4%	1,884,156
The Charger Corporation			29.4%	1,884,156
First Trust Exchange-Traded Fund VI 13G/A Amendment 7 FTHI · 33738R308	FTHI	33738R308	23.9%	16,361,079	13G/A Amendment 7	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			23.9%	16,361,079
First Trust Advisors L.P.			23.9%	16,361,079
The Charger Corporation			23.9%	16,361,079
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 30 FSZ · 33737J232	FSZ	33737J232	40.8%	428,728	13G/A Amendment 30	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			40.8%	428,728
First Trust Advisors L.P.			40.8%	428,728
The Charger Corporation			40.8%	428,728
First Trust Exchange-Traded Fund IV 13G/A Amendment 4 FSIG · 33738D804	FSIG	33738D804	21.7%	15,270,746	13G/A Amendment 4	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			21.7%	15,270,746
First Trust Advisors L.P.			21.7%	15,270,746
The Charger Corporation			21.7%	15,270,746
First Trust Exchange-Traded Fund III 13G/A Amendment 33 FEMB · 33739P202	FEMB	33739P202	26.3%	2,314,919	13G/A Amendment 33	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			26.3%	2,314,919
First Trust Advisors L.P.			26.3%	2,314,919
The Charger Corporation			26.3%	2,314,919
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 DNOV · 33740F839	DNOV	33740F839	37.6%	2,647,242	13G/A Amendment 19	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			37.6%	2,647,242
First Trust Advisors L.P.			37.6%	2,647,242
The Charger Corporation			37.6%	2,647,242
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 DMAR · 33740F615	DMAR	33740F615	34.1%	3,007,635	13G/A Amendment 24	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			34.1%	3,007,635
First Trust Advisors L.P.			34.1%	3,007,635
The Charger Corporation			34.1%	3,007,635
First Trust Exchange-Traded Fund VIII 13G/A Amendment 20 DJUL · 33740F698	DJUL	33740F698	30.4%	2,644,778	13G/A Amendment 20	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			30.4%	2,644,778
First Trust Advisors L.P.			30.4%	2,644,778
The Charger Corporation			30.4%	2,644,778
Credit Suisse High Yield Credit Fund 13G/A Amendment 22 DHY · 22544F103	DHY	22544F103	21.5%	22,260,656	13G/A Amendment 22	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			21.5%	22,260,656
First Trust Advisors L.P.			21.5%	22,260,656
The Charger Corporation			21.5%	22,260,656
First Trust Exchange-Traded Fund VIII 13G/A Amendment 17 DDEC · 33740U406	DDEC	33740U406	35.4%	2,832,322	13G/A Amendment 17	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			35.4%	2,832,322
First Trust Advisors L.P.			35.4%	2,832,322
The Charger Corporation			35.4%	2,832,322
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 DAUG · 33740F854	DAUG	33740F854	35.1%	2,840,294	13G/A Amendment 18	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			35.1%	2,840,294
First Trust Advisors L.P.			35.1%	2,840,294
The Charger Corporation			35.1%	2,840,294
Credit Suisse Asset Management Income Fund, Inc. 13G/A Amendment 27 CIK · 224916106	CIK	224916106	21.8%	11,970,774	13G/A Amendment 27	10/22/2025 Event 9/30/2025
First Trust Portfolios L.P.			21.8%	11,970,774
First Trust Advisors L.P.			21.8%	11,970,774
The Charger Corporation			21.8%	11,970,774
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 YSEP · 33740U828	YSEP	33740U828	12.5%	513,695	13G/A Amendment 2	10/17/2025 Event 9/30/2025
First Trust Portfolios L.P.			12.5%	513,695
First Trust Advisors L.P.			12.5%	513,695
The Charger Corporation			12.5%	513,695
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XMAR · 33740F474	XMAR	33740F474	13.2%	583,275	13G/A Amendment 1	10/17/2025 Event 9/30/2025
First Trust Portfolios L.P.			13.2%	583,275
First Trust Advisors L.P.			13.2%	583,275
The Charger Corporation			13.2%	583,275
Invesco Bond Fund 13G/A Amendment 26 VBF · 46132L107	VBF	46132L107	16.6%	1,896,163	13G/A Amendment 26	10/17/2025 Event 9/30/2025
First Trust Portfolios L.P.			16.6%	1,896,163
First Trust Advisors L.P.			16.6%	1,896,163
The Charger Corporation			16.6%	1,896,163
Virtus Seix Senior Loan ETF 13G/A Amendment 2 SEIX · 92790A405	SEIX	92790A405	12.1%	1,674,351	13G/A Amendment 2	10/17/2025 Event 9/30/2025
First Trust Portfolios L.P.			12.1%	1,674,351
First Trust Advisors L.P.			12.1%	1,674,351
The Charger Corporation			12.1%	1,674,351
First Trust Exchange-Traded Fund IV 13G/A Amendment 5 RDVI · 33738D879	RDVI	33738D879	16.6%	15,202,863	13G/A Amendment 5	10/17/2025 Event 9/30/2025
First Trust Portfolios L.P.			16.6%	15,202,863
First Trust Advisors L.P.			16.6%	15,202,863
The Charger Corporation			16.6%	15,202,863

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