First Trust entities disclose 26.09% stake in First Trust Exchange-Traded Fund VIII
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G/A reporting beneficial ownership of 143,518 shares, or 26.09% of the class, in First Trust Exchange-Traded Fund VIII. The filing reflects affiliated entities within the First Trust corporate structure; First Trust Advisors holds shared voting and dispositive power over the shares.
Key facts
- First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation each report 143,518 shares (26.09% of class)
- First Trust Advisors L.P. holds shared voting power and shared dispositive power over all 143,518 shares
- Schedule 13G/A (amendment no. 6) — passive institutional disclosure
Why it matters
The disclosure documents the structural control and beneficial ownership of First Trust entities over a significant stake in the fund, establishing the affiliated relationship and voting arrangement among the First Trust Portfolios broker-dealer, Advisors investment adviser, and parent holding company.
Share
Derived from SC 13G/A filed 2026-07-17. Not investment advice. View the source filing on SEC.gov →