• Schedule 13D/G History

FIRST TRUST PORTFOLIOS LP - Significant Ownership

Signature - Title
First Trust Portfolios L.P. - James M. Dykas, Chief Financial Officer
Location
Wheaton, IL
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by FIRST TRUST PORTFOLIOS LP.

Significant Ownership of FIRST TRUST PORTFOLIOS LP

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FXU First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Utilities AlphaDEX(R) Fund 74.44% $747M 18.8M First Trust Portfolios L.P. Mar 31, 2025
FAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - April 70.53% $498M 12.2M First Trust Portfolios L.P. Dec 31, 2024
FMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - March 68.56% $524M 12.7M First Trust Portfolios L.P. Mar 31, 2025
FSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - September 65.1% $520M 11.8M First Trust Portfolios L.P. Dec 31, 2024
FOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - October 64.38% $519M 12.7M First Trust Portfolios L.P. Dec 31, 2024
FJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - July 62.82% $564M 12M First Trust Portfolios L.P. Mar 31, 2025
FAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - August 61.18% $525M 11.5M First Trust Portfolios L.P. Dec 31, 2024
FFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - February 60.9% $490M 10.2M First Trust Portfolios L.P. Dec 31, 2024
FMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - May 59.98% $485M 10.6M First Trust Portfolios L.P. Dec 31, 2024
FJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - June 59.31% $517M 10.5M First Trust Portfolios L.P. Dec 31, 2024
FJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - January 59.27% $496M 11.3M First Trust Portfolios L.P. Jan 31, 2025
FNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - November 58.62% $533M 11.3M First Trust Portfolios L.P. Dec 31, 2024
FCA First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust China AlphaDEX(R) Fund 58.34% $21.1M 1.02M First Trust Portfolios L.P. Mar 31, 2025
QSPT First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - September 57.51% $206M 7.71M First Trust Portfolios L.P. Dec 31, 2024
FDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - December 57.48% $520M 12.1M First Trust Portfolios L.P. Dec 31, 2024
QMAR First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - March 55.84% $224M 8.01M First Trust Portfolios L.P. Mar 31, 2025
XAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April 53.1% $22.8M 704K First Trust Portfolios L.P. Dec 31, 2024
FEUZ First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Eurozone AlphaDEX(R) ETF 49.44% $22.2M 470K First Trust Portfolios L.P. Mar 31, 2025
DAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - April 47.84% $102M 2.76M First Trust Portfolios L.P. Mar 31, 2025
DJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - June 47.67% $141M 3.27M First Trust Portfolios L.P. Mar 31, 2025
QJUN First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - June 46.67% $218M 8.21M First Trust Portfolios L.P. Feb 28, 2025
DMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - May 44.26% $96.4M 2.45M First Trust Portfolios L.P. Feb 28, 2025
QDEC First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - December 43.13% $204M 7.7M First Trust Portfolios L.P. Dec 31, 2024
FKU First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust United Kingdom AlphaDEX(R) Fund 41.43% $26.8M 663K First Trust Portfolios L.P. Jan 31, 2025
DMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - March 40.91% $119M 3.12M First Trust Portfolios L.P. Mar 31, 2025
FEMB First Trust Exchange-Traded Fund III First Trust Emerging Markets Local Currency Bond ETF 40.65% $60.3M 2.22M First Trust Portfolios L.P. Jan 31, 2025
XMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May 39.74% $14M 447K First Trust Portfolios L.P. Jan 31, 2025
XAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August 36.15% $18.6M 551K First Trust Portfolios L.P. Mar 31, 2025
FXO First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Financials AlphaDEX(R) Fund 34.62% $708M 13.9M First Trust Portfolios L.P. Mar 31, 2025
FSZ First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund 32.74% $20.9M 311K First Trust Portfolios L.P. Mar 31, 2025
DDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - December 31.84% $89.6M 2.28M First Trust Portfolios L.P. Dec 31, 2024
DOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - October 31.2% $89.3M 2.32M First Trust Portfolios L.P. Dec 31, 2024
DJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - January 29.31% $97.2M 2.58M First Trust Portfolios L.P. Feb 28, 2025
DFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - February 29.19% $100M 2.4M First Trust Portfolios L.P. Mar 31, 2025
SDVD First Trust Exchange-Traded Fund IV FT Vest SMID Rising Dividend Achievers Target Income ETF 29.11% $108M 5.6M First Trust Portfolios L.P. Mar 31, 2025
DAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - August 28.79% $89.7M 2.31M First Trust Portfolios L.P. Dec 31, 2024
DNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - November 28.6% $89.2M 2.13M First Trust Portfolios L.P. Dec 31, 2024
XJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July 27.03% $17.7M 500K First Trust Portfolios L.P. Mar 31, 2025
SFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - February 26.98% $15.5M 769K First Trust Portfolios L.P. Jan 31, 2025
DJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - July 25.94% $91M 2.18M First Trust Portfolios L.P. Dec 31, 2024
SMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - May 24.39% $17.1M 732K First Trust Portfolios L.P. Feb 28, 2025
DHY Credit Suisse High Yield Bond Fund Common 22.74% $50.4M 23.6M First Trust Portfolios L.P. Dec 31, 2024
SAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - August 22.25% $17.2M 768K First Trust Portfolios L.P. Feb 28, 2025
CIK Credit Suisse Asset Management Income Fund, Inc. Common 22.21% $35.2M 12.2M First Trust Portfolios L.P. Dec 31, 2024
BGH Barings Global Short Duration High Yield Fund Common 22.12% $67.3M 4.44M First Trust Portfolios L.P. Dec 31, 2024
VBF Invesco Bond Fund Common 20.17% $35.3M -$4.39M 2.3M -11% First Trust Portfolios L.P. Mar 31, 2025
FSIG First Trust Exchange-Traded Fund IV First Trust Limited Duration Investment Grade Corporate ETF 20.14% $265M 14M First Trust Portfolios L.P. Mar 31, 2025
DHF BNY Mellon High Yield Strategies Fund Common 19.57% $36M 14.2M First Trust Portfolios L.P. Dec 31, 2024
EDF Virtus Stone Harbor Emerging Markets Income Fund Common 19.23% $29.5M 5.86M First Trust Portfolios L.P. Mar 31, 2025
GHY PGIM Global High Yield Fund Inc. Common 18.94% $101M 7.75M First Trust Portfolios L.P. Dec 31, 2024
GAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - August 18.48% $34.2M 989K First Trust Portfolios L.P. Feb 28, 2025
GAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - April 18.46% $43.7M 1.18M First Trust Portfolios L.P. Dec 31, 2024
GOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - October 18.29% $35.9M 1.05M First Trust Portfolios L.P. Mar 31, 2025
GMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - May 17.64% $35.6M 992K First Trust Portfolios L.P. Mar 31, 2025
GSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - September 17.08% $34M 995K First Trust Portfolios L.P. Feb 28, 2025
ISD PGIM High Yield Bond Fund, Inc. Common 16.78% $79.7M $12.9M 5.58M +19.4% First Trust Portfolios L.P. Mar 31, 2025
AGD abrdn Global Dynamic Dividend Fund Common 15.84% $39.3M $6.25M 3.94M +19% First Trust Portfolios L.P. Mar 31, 2025
SNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - November 15.82% $12.1M 554K First Trust Portfolios L.P. Dec 31, 2024
FIIG First Trust Exchange-Traded Fund IV First Trust Intermediate Duration Investment Grade Corporate ETF 15.06% $66.1M 3.19M First Trust Portfolios L.P. Mar 31, 2025
FAX abrdn Asia-Pacific Income Fund, Inc. Common 14.95% $95.5M 6.17M First Trust Portfolios L.P. Dec 31, 2024
BGX Blackstone Long-Short Credit Income Fund Common 14.52% $22.7M 1.85M First Trust Portfolios L.P. Mar 31, 2025
IGI Western Asset Investment Grade Opportunity Trust Inc. Common 14.4% $14.4M 863K First Trust Portfolios L.P. Mar 31, 2025
XSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September 13.72% $18M 463K First Trust Portfolios L.P. Mar 31, 2025
GNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - November 13.44% $35.9M $6.94M 1.05M +23.9% First Trust Portfolios L.P. Mar 31, 2025
GJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - June 13.43% $35.9M $6.9M 1.02M +23.9% First Trust Portfolios L.P. Mar 31, 2025
GMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - March 13.02% $52.7M $10.1M 1.42M +23.6% First Trust Portfolios L.P. Mar 31, 2025
LGI Lazard Global Total Return and Income Fund, Inc. Common 12.68% $25.8M 1.65M First Trust Portfolios L.P. Dec 31, 2024
GJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - July 12.43% $33.8M 951K First Trust Portfolios L.P. Feb 28, 2025
XMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March 11.91% $21M 578K First Trust Portfolios L.P. Dec 31, 2024
XJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June 11.47% $17.6M 459K First Trust Portfolios L.P. Mar 31, 2025
FDN First Trust Exchange-Traded Fund First Trust Dow Jones Internet Index Fund 11.46% $743M 3.23M First Trust Portfolios L.P. Mar 31, 2025
ASG Liberty All-Star Growth Fund, Inc. Common 11.39% $33.3M 6.96M First Trust Portfolios L.P. Dec 31, 2024
GDO Western Asset Global Corporate Opportunity Fund Inc. Common 11.1% $9.57M 835K First Trust Portfolios L.P. Dec 31, 2024
FTCB First Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETF 10.53% $80.1M 3.81M First Trust Portfolios L.P. Mar 31, 2025
LGOV First Trust Exchange-Traded Fund IV First Trust Long Duration Opportunities ETF 10.24% $64.4M 3M First Trust Portfolios L.P. Dec 31, 2024
GFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - February 10.2% $26.6M 729K First Trust Portfolios L.P. Dec 31, 2024
NFTY First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust India NIFTY 50 Equal Weight ETF 10.03% $22M -$11.2M 411K -32.7% First Trust Portfolios L.P. Mar 31, 2025
GJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - January 9.7% $36.6M 955K First Trust Portfolios L.P. Mar 31, 2025
PICB Invesco International Corporate Bond ETF Common 9.18% $11.6M 523K First Trust Portfolios L.P. Dec 31, 2024
TSI TCW Strategic Income Fund, Inc. Common 9.12% $21M 4.36M First Trust Portfolios L.P. Mar 31, 2025
ERC Allspring Multi-Sector Income Fund Common 9.02% $23.1M 2.53M First Trust Portfolios L.P. Dec 31, 2024
FCVT First Trust Exchange-Traded Fund IV First Trust SSI Strategic Convertible Securities ETF 8.9% $7.42M 205K First Trust Portfolios L.P. Mar 31, 2025
IHD Voya Emerging Markets High Dividend Equity Fund Common 7.35% $7.07M 1.33M First Trust Portfolios L.P. Dec 31, 2024
GDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - December 7.06% $26.4M 804K First Trust Portfolios L.P. Dec 31, 2024
YDEC First Trust Exchange-Traded Fund VIII FT Vest International Equity Moderate Buffer ETF - December 6.4% $3.95M 166K First Trust Portfolios L.P. Dec 31, 2024
WGO Winnebago Industries, Inc. Common 5.97% $61M 1.7M First Trust Portfolios L.P. Dec 31, 2024
CRI Carter's, Inc. Common 5.42% $85.8M 1.95M First Trust Portfolios L.P. Dec 31, 2024
VFL abrdn National Municipal Income Fund Common 5.13% $6.49M 630K First Trust Portfolios L.P. Dec 31, 2024
BGT BlackRock Floating Rate Income Trust Common 5.12% $16.4M 1.3M First Trust Portfolios L.P. Dec 31, 2024
WIP SPDR FTSE International Government Inflation-Protected Bond ETF Common 4.93% $15.7M 416K First Trust Portfolios L.P. Dec 31, 2024
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc. Common 4.74% $9.41M 872K First Trust Portfolios L.P. Dec 31, 2024
BOE BlackRock Enhanced Global Dividend Trust Common 4.73% $29.9M 2.77M First Trust Portfolios L.P. Dec 31, 2024
FYC First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Small Cap Growth AlphaDEX(R) Fund 4.08% $17.1M 251K First Trust Portfolios L.P. Dec 31, 2024
MSEX Middlesex Water Company Common 2.9% $31.8M 517K First Trust Portfolios L.P. Dec 31, 2024
MGY Magnolia Oil & Gas Corporation (Class A) Common 1.81% $78.7M 3.41M First Trust Portfolios L.P. Mar 31, 2025
FJP First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Japan AlphaDEX(R) Fund 1.53% $2.43M 43.7K First Trust Portfolios L.P. Feb 28, 2025
XDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December 0.13% $311K 8.56K First Trust Portfolios L.P. Dec 31, 2024
FXD First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Consumer Discretionary AlphaDEX(R) Fund 0.01% $49.7K 882 First Trust Portfolios L.P. Mar 31, 2025
FTXL First Trust Exchange-Traded Fund VI First Trust Nasdaq Semiconductor ETF 0.01% $43.1K 529 First Trust Portfolios L.P. Dec 31, 2024

Schedules 13D/G Reported by FIRST TRUST PORTFOLIOS LP:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.