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 2 XJUN · 33740U844	XJUN	33740U844	0.5%	17,680	13G/A Amendment 2	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0.5%	17,680
First Trust Advisors L.P.			0.5%	17,680
The Charger Corporation			0.5%	17,680
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XJUL · 33740F425	XJUL	33740F425	0.2%	2,261	13G/A Amendment 1	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0.2%	2,261
First Trust Advisors L.P.			0.2%	2,261
The Charger Corporation			0.2%	2,261
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XJAN · 33740F318	XJAN	33740F318	0.2%	2,417	13G/A Amendment 1	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0.2%	2,417
First Trust Advisors L.P.			0.2%	2,417
The Charger Corporation			0.2%	2,417
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XFEB · 33740U638	XFEB	33740U638	0.2%	2,492	13G/A Amendment 1	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0.2%	2,492
First Trust Advisors L.P.			0.2%	2,492
The Charger Corporation			0.2%	2,492
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 XAUG · 33740F391	XAUG	33740F391	0.3%	2,353	13G/A Amendment 2	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0.3%	2,353
First Trust Advisors L.P.			0.3%	2,353
The Charger Corporation			0.3%	2,353
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 XAPR · 33740U596	XAPR	33740U596	40.8%	591,467	13G/A Amendment 2	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			40.8%	591,467
First Trust Advisors L.P.			40.8%	591,467
The Charger Corporation			40.8%	591,467
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 SMAY · 33740F466	SMAY	33740F466	22.9%	928,417	13G/A Amendment 5	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			22.9%	928,417
First Trust Advisors L.P.			22.9%	928,417
The Charger Corporation			22.9%	928,417
Virtus Seix Senior Loan ETF 13G/A Amendment 1 SEIX · 92790A405	SEIX	92790A405	10.5%	1,371,385	13G/A Amendment 1	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			10.5%	1,371,385
First Trust Advisors L.P.			10.5%	1,371,385
The Charger Corporation			10.5%	1,371,385
First Trust Exchange-Traded Fund IV 13G/A Amendment 4 SDVD · 33738D820	SDVD	33738D820	40.2%	9,878,678	13G/A Amendment 4	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			40.2%	9,878,678
First Trust Advisors L.P.			40.2%	9,878,678
The Charger Corporation			40.2%	9,878,678
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 17 NFTY · 33737J802	NFTY	33737J802	0%	35	13G/A Amendment 17	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			0%	35
First Trust Advisors L.P.			0%	35
The Charger Corporation			0%	35
First Trust Exchange-Traded Fund VIII 13G/A Amendment 5 GDEC · 33740U679	GDEC	33740U679	10.2%	1,289,372	13G/A Amendment 5	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			10.2%	1,289,372
First Trust Advisors L.P.			10.2%	1,289,372
The Charger Corporation			10.2%	1,289,372
First Trust Exchange-Traded Fund VIII 13G/A Amendment 3 GAPR · 33740F458	GAPR	33740F458	24.5%	1,609,161	13G/A Amendment 3	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			24.5%	1,609,161
First Trust Advisors L.P.			24.5%	1,609,161
The Charger Corporation			24.5%	1,609,161
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 29 FSZ · 33737J232	FSZ	33737J232	38.4%	345,814	13G/A Amendment 29	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			38.4%	345,814
First Trust Advisors L.P.			38.4%	345,814
The Charger Corporation			38.4%	345,814
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G FGM · 33737J190	FGM	33737J190	43.5%	478,571	13G	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			43.5%	478,571
First Trust Advisors L.P.			43.5%	478,571
The Charger Corporation			43.5%	478,571
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 3 FEUZ · 33737J505	FEUZ	33737J505	44.2%	485,820	13G/A Amendment 3	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			44.2%	485,820
First Trust Advisors L.P.			44.2%	485,820
The Charger Corporation			44.2%	485,820
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 6 FCA · 33737J141	FCA	33737J141	68.1%	1,089,404	13G/A Amendment 6	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			68.1%	1,089,404
First Trust Advisors L.P.			68.1%	1,089,404
The Charger Corporation			68.1%	1,089,404
First Trust Exchange-Traded Fund VIII 13G/A Amendment 31 DMAY · 33740F730	DMAY	33740F730	38.3%	2,547,803	13G/A Amendment 31	7/7/2025 Event 6/30/2025
First Trust Portfolios L.P.			38.3%	2,547,803
First Trust Advisors L.P.			38.3%	2,547,803
The Charger Corporation			38.3%	2,547,803
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 YDEC · 33740F656	YDEC	33740F656	10.2%	341,346	13G/A Amendment 1	6/6/2025 Event 5/31/2025
First Trust Portfolios L.P.			10.2%	341,346
First Trust Advisors L.P.			10.2%	341,346
The Charger Corporation			10.2%	341,346
First Trust Exchange-Traded Fund VIII 13G/A Amendment 11 QJUN · 33740F557	QJUN	33740F557	41.0%	8,308,553	13G/A Amendment 11	6/6/2025 Event 5/31/2025
First Trust Portfolios L.P.			41.0%	8,308,553
First Trust Advisors L.P.			41.0%	8,308,553
The Charger Corporation			41.0%	8,308,553
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XAUG · 33740F391	XAUG	33740F391	30.3%	546,203	13G/A Amendment 1	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			30.3%	546,203
First Trust Advisors L.P.			30.3%	546,203
The Charger Corporation			30.3%	546,203
First Trust Exchange-Traded Fund IV 13G/A Amendment 3 SDVD · 33738D820	SDVD	33738D820	34.6%	7,381,969	13G/A Amendment 3	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			34.6%	7,381,969
First Trust Advisors L.P.			34.6%	7,381,969
The Charger Corporation			34.6%	7,381,969
First Trust Exchange-Traded Fund 13G/A Amendment 2 QTEC · 337345102	QTEC	337345102	<0.1%	5,116	13G/A Amendment 2	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			<0.1%	5,116
First Trust Advisors L.P.			<0.1%	5,116
The Charger Corporation			<0.1%	5,116
First Trust Exchange-Traded Fund 13G QQXT · 33733E401	QQXT	33733E401	68.0%	7,509,961	13G	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			68.0%	7,509,961
First Trust Advisors L.P.			68.0%	7,509,961
The Charger Corporation			68.0%	7,509,961
JPMorgan USD Emerging Markets Sovereign Bond ETF 13G/A Amendment 1 JPMB · 46641Q746	JPMB	46641Q746	21.8%	282,774	13G/A Amendment 1	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			21.8%	282,774
First Trust Advisors L.P.			21.8%	282,774
The Charger Corporation			21.8%	282,774
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 GJAN · 33740F516	GJAN	33740F516	10.3%	980,618	13G/A Amendment 2	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			10.3%	980,618
First Trust Advisors L.P.			10.3%	980,618
The Charger Corporation			10.3%	980,618
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 1 FXU · 33734X184	FXU	33734X184	45.5%	16,743,402	13G/A Amendment 1	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			45.5%	16,743,402
First Trust Advisors L.P.			45.5%	16,743,402
The Charger Corporation			45.5%	16,743,402
First Trust Exchange-Traded Fund VIII 13G/A Amendment 26 FMAR · 33740F599	FMAR	33740F599	63.5%	12,560,102	13G/A Amendment 26	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			63.5%	12,560,102
First Trust Advisors L.P.			63.5%	12,560,102
The Charger Corporation			63.5%	12,560,102
First Trust Exchange-Traded Fund IV 13G/A Amendment 6 FCVT · 33739Q507	FCVT	33739Q507	10.5%	199,133	13G/A Amendment 6	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			10.5%	199,133
First Trust Advisors L.P.			10.5%	199,133
The Charger Corporation			10.5%	199,133
First Trust Exchange-Traded Fund VIII 13G/A Amendment 22 DMAR · 33740F615	DMAR	33740F615	34.5%	3,239,443	13G/A Amendment 22	5/7/2025 Event 4/30/2025
First Trust Portfolios L.P.			34.5%	3,239,443
First Trust Advisors L.P.			34.5%	3,239,443
The Charger Corporation			34.5%	3,239,443
First Trust Exchange-Traded Fund VIII 13G YMAR · 33740F573	YMAR	33740F573	6.6%	260,188	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.6%	260,188
First Trust Advisors L.P.			6.6%	260,188
The Charger Corporation			6.6%	260,188
Select Water Solutions, Inc. (Class A) 13G/A Amendment 1 WTTR · 81617J301	WTTR	81617J301	0.4%	400,010	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			0.4%	400,010
First Trust Advisors L.P.			0.4%	400,010
The Charger Corporation			0.4%	400,010
Winnebago Industries, Inc. 13G/A Amendment 1 WGO · 974637100	WGO	974637100	0.1%	29,778	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			0.1%	29,778
First Trust Advisors L.P.			0.1%	29,778
The Charger Corporation			0.1%	29,778
SLM Corporation 13G/A Amendment 1 SLM · 78442P106	SLM	78442P106	0.7%	1,501,461	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			0.7%	1,501,461
First Trust Advisors L.P.			0.7%	1,501,461
The Charger Corporation			0.7%	1,501,461
Western Asset Intermediate Muni Fund Inc. 13G SBI · 958435109	SBI	958435109	6.4%	895,952	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.4%	895,952
First Trust Advisors L.P.			6.4%	895,952
The Charger Corporation			6.4%	895,952
Radian Group Inc. 13G/A Amendment 1 RDN · 750236101	RDN	750236101	2.0%	2,869,612	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			2.0%	2,869,612
First Trust Advisors L.P.			2.0%	2,869,612
The Charger Corporation			2.0%	2,869,612
MGIC Investment Corporation 13G/A Amendment 1 MTG · 552848103	MTG	552848103	2.3%	5,671,879	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			2.3%	5,671,879
First Trust Advisors L.P.			2.3%	5,671,879
The Charger Corporation			2.3%	5,671,879
Jackson Financial Inc. (Class A) 13G/A Amendment 1 JXN · 46817M107	JXN	46817M107	2.2%	1,622,535	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			2.2%	1,622,535
First Trust Advisors L.P.			2.2%	1,622,535
The Charger Corporation			2.2%	1,622,535
JPMorgan USD Emerging Markets Sovereign Bond ETF 13G JPMB · 46641Q746	JPMB	46641Q746	6.4%	276,266	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.4%	276,266
First Trust Advisors L.P.			6.4%	276,266
The Charger Corporation			6.4%	276,266
abrdn Life Sciences Investors 13G HQL · 87911K100	HQL	87911K100	6.3%	1,827,112	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.3%	1,827,112
First Trust Advisors L.P.			6.3%	1,827,112
The Charger Corporation			6.3%	1,827,112
VanEck IG Floating Rate ETF 13G/A Amendment 1 FLTR · 92189F486	FLTR	92189F486	4.7%	4,416,418	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			4.7%	4,416,418
First Trust Advisors L.P.			4.7%	4,416,418
The Charger Corporation			4.7%	4,416,418
Franklin High Yield Corporate ETF 13G/A Amendment 5 FLHY · 35473P629	FLHY	35473P629	4.3%	1,104,429	13G/A Amendment 5	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			4.3%	1,104,429
First Trust Advisors L.P.			4.3%	1,104,429
The Charger Corporation			4.3%	1,104,429
Franklin Senior Loan ETF 13G/A Amendment 4 FLBL · 35473P595	FLBL	35473P595	4.9%	2,054,326	13G/A Amendment 4	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			4.9%	2,054,326
First Trust Advisors L.P.			4.9%	2,054,326
The Charger Corporation			4.9%	2,054,326
BNY Mellon Municipal Bond Infrastructure Fund, Inc. 13G DMB · 09662W109	DMB	09662W109	6.1%	1,119,077	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.1%	1,119,077
First Trust Advisors L.P.			6.1%	1,119,077
The Charger Corporation			6.1%	1,119,077
Carter's, Inc. 13G/A Amendment 1 CRI · 146229109	CRI	146229109	1.1%	411,416	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			1.1%	411,416
First Trust Advisors L.P.			1.1%	411,416
The Charger Corporation			1.1%	411,416
California Resources Corporation 13G/A Amendment 1 CRC · 13057Q305	CRC	13057Q305	0.4%	329,675	13G/A Amendment 1	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			0.4%	329,675
First Trust Advisors L.P.			0.4%	329,675
The Charger Corporation			0.4%	329,675
First Trust Exchange-Traded Fund IV 13G CAAA · 33738D762	CAAA	33738D762	7.2%	35,808	13G	4/28/2025 Event 3/31/2025
First Trust Portfolios L.P.			7.2%	35,808
First Trust Advisors L.P.			7.2%	35,808
The Charger Corporation			7.2%	35,808
Atkore Inc. 13G ATKR · 047649108	ATKR	047649108	5.0%	1,720,986	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.0%	1,720,986
First Trust Advisors L.P.			5.0%	1,720,986
The Charger Corporation			5.0%	1,720,986
First Trust Exchange-Traded Fund VIII 13G YSEP · 33740U828	YSEP	33740U828	5.0%	225,528	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.0%	225,528
First Trust Advisors L.P.			5.0%	225,528
The Charger Corporation			5.0%	225,528
First Trust Exchange-Traded Fund IV 13G SCIO · 33738D770	SCIO	33738D770	5.4%	26,956	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.4%	26,956
First Trust Advisors L.P.			5.4%	26,956
The Charger Corporation			5.4%	26,956
First Trust Exchange-Traded Fund VIII 13G/A Amendment 11 QSPT · 33740U836	QSPT	33740U836	58.8%	8,520,352	13G/A Amendment 11	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			58.8%	8,520,352
First Trust Advisors L.P.			58.8%	8,520,352
The Charger Corporation			58.8%	8,520,352
First Trust Exchange-Traded Fund VIII 13G QMAG · 33740F193	QMAG	33740F193	5.7%	79,272	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.7%	79,272
First Trust Advisors L.P.			5.7%	79,272
The Charger Corporation			5.7%	79,272
Nuveen Preferred Securities & Income Opportunities Fund 13G JPI · 67075A106	JPI	67075A106	5.4%	761,848	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.4%	761,848
First Trust Advisors L.P.			5.4%	761,848
The Charger Corporation			5.4%	761,848
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 13G HYS · 72201R783	HYS	72201R783	6.0%	949,932	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			6.0%	949,932
First Trust Advisors L.P.			6.0%	949,932
The Charger Corporation			6.0%	949,932
First Trust Exchange-Traded Fund VIII 13G/A Amendment 24 FSEP · 33740U307	FSEP	33740U307	68.3%	12,029,846	13G/A Amendment 24	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			68.3%	12,029,846
First Trust Advisors L.P.			68.3%	12,029,846
The Charger Corporation			68.3%	12,029,846
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 FOCT · 33740F664	FOCT	33740F664	66.3%	12,901,848	13G/A Amendment 23	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			66.3%	12,901,848
First Trust Advisors L.P.			66.3%	12,901,848
The Charger Corporation			66.3%	12,901,848
First Trust Exchange-Traded Fund VIII 13G/A Amendment 21 FNOV · 33740F847	FNOV	33740F847	62.8%	11,491,588	13G/A Amendment 21	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			62.8%	11,491,588
First Trust Advisors L.P.			62.8%	11,491,588
The Charger Corporation			62.8%	11,491,588
First Trust Exchange-Traded Fund VIII 13G/A Amendment 23 FMAY · 33740F748	FMAY	33740F748	63.9%	11,563,119	13G/A Amendment 23	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			63.9%	11,563,119
First Trust Advisors L.P.			63.9%	11,563,119
The Charger Corporation			63.9%	11,563,119
First Trust Exchange-Traded Fund VIII 13G/A Amendment 16 FJUN · 33740F722	FJUN	33740F722	63.5%	11,403,949	13G/A Amendment 16	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			63.5%	11,403,949
First Trust Advisors L.P.			63.5%	11,403,949
The Charger Corporation			63.5%	11,403,949
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FJAN · 33740F623	FJAN	33740F623	57.8%	12,893,141	13G/A Amendment 25	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			57.8%	12,893,141
First Trust Advisors L.P.			57.8%	12,893,141
The Charger Corporation			57.8%	12,893,141
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 FFEB · 33740F763	FFEB	33740F763	59.7%	11,720,162	13G/A Amendment 19	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			59.7%	11,720,162
First Trust Advisors L.P.			59.7%	11,720,162
The Charger Corporation			59.7%	11,720,162
First Trust Exchange-Traded Fund VIII 13G/A Amendment 25 FAUG · 33740F862	FAUG	33740F862	65.8%	12,563,492	13G/A Amendment 25	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			65.8%	12,563,492
First Trust Advisors L.P.			65.8%	12,563,492
The Charger Corporation			65.8%	12,563,492
First Trust Exchange-Traded Fund VIII 13G/A Amendment 20 FAPR · 33740U885	FAPR	33740U885	73.9%	13,278,490	13G/A Amendment 20	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			73.9%	13,278,490
First Trust Advisors L.P.			73.9%	13,278,490
The Charger Corporation			73.9%	13,278,490
Nuveen Dow 30 Dynamic Overwrite Fund 13G DIAX · 67075F105	DIAX	67075F105	5.1%	1,867,392	13G	4/23/2025 Event 3/31/2025
First Trust Portfolios L.P.			5.1%	1,867,392
First Trust Advisors L.P.			5.1%	1,867,392
The Charger Corporation			5.1%	1,867,392
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 SNOV · 33740F342	SNOV	33740F342	20.3%	983,026	13G/A Amendment 4	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			20.3%	983,026
First Trust Advisors L.P.			20.3%	983,026
The Charger Corporation			20.3%	983,026
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 SMAY · 33740F466	SMAY	33740F466	28.9%	938,601	13G/A Amendment 4	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			28.9%	938,601
First Trust Advisors L.P.			28.9%	938,601
The Charger Corporation			28.9%	938,601
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 SFEB · 33740F292	SFEB	33740F292	30.4%	1,092,825	13G/A Amendment 4	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			30.4%	1,092,825
First Trust Advisors L.P.			30.4%	1,092,825
The Charger Corporation			30.4%	1,092,825
Morgan Stanley Emerging Markets Debt Fund, Inc. 13G/A Amendment 11 MSD · 61744H105	MSD	61744H105	21.1%	4,262,379	13G/A Amendment 11	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			21.1%	4,262,379
First Trust Advisors L.P.			21.1%	4,262,379
The Charger Corporation			21.1%	4,262,379
First Trust Exchange-Traded Fund IV 13G/A Amendment 19 HYLS · 33738D408	HYLS	33738D408	27.1%	10,869,989	13G/A Amendment 19	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			27.1%	10,869,989
First Trust Advisors L.P.			27.1%	10,869,989
The Charger Corporation			27.1%	10,869,989
PGIM Global High Yield Fund Inc. 13G/A Amendment 7 GHY · 69346J106	GHY	69346J106	20.8%	8,498,794	13G/A Amendment 7	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			20.8%	8,498,794
First Trust Advisors L.P.			20.8%	8,498,794
The Charger Corporation			20.8%	8,498,794
First Trust Exchange-Traded AlphaDEX(R) Fund 13G/A Amendment 6 FXR · 33734X150	FXR	33734X150	41.7%	10,522,810	13G/A Amendment 6	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			41.7%	10,522,810
First Trust Advisors L.P.			41.7%	10,522,810
The Charger Corporation			41.7%	10,522,810
First Trust Exchange-Traded Fund VI 13G/A Amendment 5 FTHI · 33738R308	FTHI	33738R308	28.0%	16,143,864	13G/A Amendment 5	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			28.0%	16,143,864
First Trust Advisors L.P.			28.0%	16,143,864
The Charger Corporation			28.0%	16,143,864
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 5 FKU · 33737J224	FKU	33737J224	38.6%	521,650	13G/A Amendment 5	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			38.6%	521,650
First Trust Advisors L.P.			38.6%	521,650
The Charger Corporation			38.6%	521,650
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. 13G/A Amendment 12 EDD · 617477104	EDD	617477104	21.6%	13,924,877	13G/A Amendment 12	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			21.6%	13,924,877
First Trust Advisors L.P.			21.6%	13,924,877
The Charger Corporation			21.6%	13,924,877
First Trust Exchange-Traded Fund VIII 13G/A Amendment 19 DSEP · 33740F680	DSEP	33740F680	40.0%	2,538,464	13G/A Amendment 19	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			40.0%	2,538,464
First Trust Advisors L.P.			40.0%	2,538,464
The Charger Corporation			40.0%	2,538,464
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 DOCT · 33740F672	DOCT	33740F672	33.5%	2,618,728	13G/A Amendment 18	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			33.5%	2,618,728
First Trust Advisors L.P.			33.5%	2,618,728
The Charger Corporation			33.5%	2,618,728
First Trust Exchange-Traded Fund VIII 13G/A Amendment 17 DNOV · 33740F839	DNOV	33740F839	32.5%	2,400,098	13G/A Amendment 17	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			32.5%	2,400,098
First Trust Advisors L.P.			32.5%	2,400,098
The Charger Corporation			32.5%	2,400,098
First Trust Exchange-Traded Fund VIII 13G/A Amendment 30 DMAY · 33740F730	DMAY	33740F730	46.0%	2,517,838	13G/A Amendment 30	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			46.0%	2,517,838
First Trust Advisors L.P.			46.0%	2,517,838
The Charger Corporation			46.0%	2,517,838
First Trust Exchange-Traded Fund VIII 13G/A Amendment 18 DJUL · 33740F698	DJUL	33740F698	30.8%	2,450,182	13G/A Amendment 18	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			30.8%	2,450,182
First Trust Advisors L.P.			30.8%	2,450,182
The Charger Corporation			30.8%	2,450,182
First Trust Exchange-Traded Fund VIII 13G/A Amendment 16 DAUG · 33740F854	DAUG	33740F854	33.5%	2,594,500	13G/A Amendment 16	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			33.5%	2,594,500
First Trust Advisors L.P.			33.5%	2,594,500
The Charger Corporation			33.5%	2,594,500
Credit Suisse Asset Management Income Fund, Inc. 13G/A Amendment 26 CIK · 224916106	CIK	224916106	20.8%	11,401,315	13G/A Amendment 26	4/21/2025 Event 3/31/2025
First Trust Portfolios L.P.			20.8%	11,401,315
First Trust Advisors L.P.			20.8%	11,401,315
The Charger Corporation			20.8%	11,401,315
Western Asset Investment Grade Opportunity Trust Inc. 13G/A Amendment 21 IGI · 95790A101	IGI	95790A101	14.4%	862,847	13G/A Amendment 21	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			14.4%	862,847
First Trust Advisors L.P.			14.4%	862,847
The Charger Corporation			14.4%	862,847
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XSEP · 33740U810	XSEP	33740U810	13.7%	463,053	13G/A Amendment 1	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			13.7%	463,053
First Trust Advisors L.P.			13.7%	463,053
The Charger Corporation			13.7%	463,053
Invesco Bond Fund 13G/A Amendment 25 VBF · 46132L107	VBF	46132L107	20.2%	2,303,924	13G/A Amendment 25	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			20.2%	2,303,924
First Trust Advisors L.P.			20.2%	2,303,924
The Charger Corporation			20.2%	2,303,924
TCW Strategic Income Fund, Inc. 13G/A Amendment 2 TSI · 872340104	TSI	872340104	9.1%	4,356,051	13G/A Amendment 2	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			9.1%	4,356,051
First Trust Advisors L.P.			9.1%	4,356,051
The Charger Corporation			9.1%	4,356,051
First Trust Exchange-Traded AlphaDEX(R) Fund II 13G/A Amendment 16 NFTY · 33737J802	NFTY	33737J802	10.0%	411,132	13G/A Amendment 16	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			10.0%	411,132
First Trust Advisors L.P.			10.0%	411,132
The Charger Corporation			10.0%	411,132
PGIM High Yield Bond Fund, Inc. 13G/A Amendment 5 ISD · 69346H100	ISD	69346H100	16.8%	5,582,912	13G/A Amendment 5	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			16.8%	5,582,912
First Trust Advisors L.P.			16.8%	5,582,912
The Charger Corporation			16.8%	5,582,912
First Trust Exchange-Traded Fund VIII 13G/A Amendment 4 GNOV · 33740U687	GNOV	33740U687	13.4%	1,048,278	13G/A Amendment 4	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			13.4%	1,048,278
First Trust Advisors L.P.			13.4%	1,048,278
The Charger Corporation			13.4%	1,048,278
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 GMAR · 33740F482	GMAR	33740F482	13.0%	1,422,254	13G/A Amendment 2	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			13.0%	1,422,254
First Trust Advisors L.P.			13.0%	1,422,254
The Charger Corporation			13.0%	1,422,254
First Trust Exchange-Traded Fund VIII 13G/A Amendment 2 GJUN · 33740F433	GJUN	33740F433	13.4%	1,017,226	13G/A Amendment 2	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			13.4%	1,017,226
First Trust Advisors L.P.			13.4%	1,017,226
The Charger Corporation			13.4%	1,017,226
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 GJAN · 33740F516	GJAN	33740F516	9.7%	955,378	13G/A Amendment 1	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			9.7%	955,378
First Trust Advisors L.P.			9.7%	955,378
The Charger Corporation			9.7%	955,378
First Trust Exchange-Traded Fund IV 13G/A Amendment 3 FSIG · 33738D804	FSIG	33738D804	20.1%	13,979,138	13G/A Amendment 3	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			20.1%	13,979,138
First Trust Advisors L.P.			20.1%	13,979,138
The Charger Corporation			20.1%	13,979,138
First Trust Exchange-Traded Fund IV 13G/A Amendment 2 FIIG · 33738D796	FIIG	33738D796	15.1%	3,193,673	13G/A Amendment 2	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			15.1%	3,193,673
First Trust Advisors L.P.			15.1%	3,193,673
The Charger Corporation			15.1%	3,193,673
First Trust Exchange-Traded Fund 13G/A Amendment 3 FDN · 33733E302	FDN	33733E302	11.5%	3,226,807	13G/A Amendment 3	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			11.5%	3,226,807
First Trust Advisors L.P.			11.5%	3,226,807
The Charger Corporation			11.5%	3,226,807
First Trust Exchange-Traded Fund IV 13G/A Amendment 5 FCVT · 33739Q507	FCVT	33739Q507	8.9%	204,592	13G/A Amendment 5	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			8.9%	204,592
First Trust Advisors L.P.			8.9%	204,592
The Charger Corporation			8.9%	204,592
Virtus Stone Harbor Emerging Markets Income Fund 13G/A Amendment 7 EDF · 86164T107	EDF	86164T107	19.2%	5,861,155	13G/A Amendment 7	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			19.2%	5,861,155
First Trust Advisors L.P.			19.2%	5,861,155
The Charger Corporation			19.2%	5,861,155
Blackstone Long-Short Credit Income Fund 13G/A Amendment 16 BGX · 09257D102	BGX	09257D102	14.5%	1,845,759	13G/A Amendment 16	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			14.5%	1,845,759
First Trust Advisors L.P.			14.5%	1,845,759
The Charger Corporation			14.5%	1,845,759
abrdn Global Dynamic Dividend Fund 13G/A Amendment 19 AGD · 00302M106	AGD	00302M106	15.8%	3,937,567	13G/A Amendment 19	4/16/2025 Event 3/31/2025
First Trust Portfolios L.P.			15.8%	3,937,567
First Trust Advisors L.P.			15.8%	3,937,567
The Charger Corporation			15.8%	3,937,567
First Trust Exchange-Traded Fund VIII 13G/A Amendment 1 XJUN · 33740U844	XJUN	33740U844	11.5%	458,845	13G/A Amendment 1	4/7/2025 Event 3/31/2025
First Trust Portfolios L.P.			11.5%	458,845
First Trust Advisors L.P.			11.5%	458,845
The Charger Corporation			11.5%	458,845
First Trust Exchange-Traded Fund VIII 13G XJUL · 33740F425	XJUL	33740F425	27.0%	500,060	13G	4/7/2025 Event 3/31/2025
First Trust Portfolios L.P.			27.0%	500,060
First Trust Advisors L.P.			27.0%	500,060
The Charger Corporation			27.0%	500,060
First Trust Exchange-Traded Fund VIII 13G XAUG · 33740F391	XAUG	33740F391	36.2%	551,279	13G	4/7/2025 Event 3/31/2025
First Trust Portfolios L.P.			36.2%	551,279
First Trust Advisors L.P.			36.2%	551,279
The Charger Corporation			36.2%	551,279

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