First Trust entities report 23.39% stake in First Trust Exchange-Traded Fund VIII
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G reporting joint beneficial ownership of 2,970,150 shares, or 23.39% of the outstanding class, in First Trust Exchange-Traded Fund VIII. The entities are affiliated as broker-dealer, investment adviser, and holding company respectively. The filing reflects a passive investment position with shared voting and dispositive power among the reporting persons.
Key facts
- First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation — joint reporting persons
- 2,970,150 shares owned; 23.39% of class
- Shared voting power: 2,908,916 shares (First Trust Advisors L.P. and The Charger Corporation)
- Shared dispositive power: 2,970,150 shares (First Trust Advisors L.P. and The Charger Corporation); 61,234 shares (First Trust Portfolios L.P.)
- Schedule 13G/A amendment no. 8
Why it matters
The filing documents control of nearly one-quarter of the ETF by affiliated First Trust entities, establishing the investment adviser and parent company's substantial influence over the fund's governance and operations.
Share
Derived from SCHEDULE 13G/A filed 2026-07-07. Not investment advice. View the source filing on SEC.gov →