Significant Ownership of FIRST TRUST PORTFOLIOS LP

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Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for FIRST TRUST PORTFOLIOS LP focus on large-stake beneficial ownership disclosures and amendments.
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Manager Names, identifiers, and filing context for this profile. 1 identity field
Manager location
Wheaton, IL

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Significant Ownership of FIRST TRUST PORTFOLIOS LP

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FTXH First Trust Exchange-Traded Fund VI First Trust Nasdaq Pharmaceuticals ETF 77% $783,590,332 -$2,733,449 19,575,077 -0.35% First Trust Portfolios L.P. 31 Aug 2026
FTXN First Trust Exchange-Traded Fund VI First Trust Nasdaq Oil & Gas ETF 74% $717,936,677 19,766,979 First Trust Portfolios L.P. 31 May 2026
FTXR First Trust Exchange-Traded Fund VI First Trust Nasdaq Transportation ETF 74% $789,695,432 +$4,384,616 17,572,217 +0.56% First Trust Portfolios L.P. 30 Jun 2026
FMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - March 73% $698,350,789 +$54,874,998 14,712,963 +8.5% First Trust Portfolios L.P. 31 Dec 2025
FOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - October 72% $829,079,127 +$38,336,936 15,855,405 +4.8% First Trust Portfolios L.P. 30 Jun 2026
FAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - August 71% $830,826,183 +$42,968,267 14,703,587 +5.5% First Trust Portfolios L.P. 30 Jun 2026
FAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - April 70% $792,873,139 +$48,153,419 17,143,203 +6.5% First Trust Portfolios L.P. 31 May 2026
FJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - July 70% $829,990,756 +$45,438,606 13,940,053 +5.8% First Trust Portfolios L.P. 30 Jun 2026
FTXO First Trust Exchange-Traded Fund VI First Trust Nasdaq Bank ETF 70% $773,257,715 19,811,881 First Trust Portfolios L.P. 28 Feb 2026
FNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - November 69% $829,756,512 +$38,705,290 14,186,297 +4.9% First Trust Portfolios L.P. 30 Jun 2026
FSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - September 69% $829,299,517 +$87,082,306 15,056,273 +12% First Trust Portfolios L.P. 30 Jun 2026
FGM First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Germany AlphaDEX(R) Fund 67% $66,013,023 +$1,708,149 1,040,078 +2.7% First Trust Portfolios L.P. 30 Jun 2026
QMAR First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - March 66% $376,006,142 +$53,238,864 10,098,191 +16% First Trust Portfolios L.P. 30 Jun 2026
QQXT First Trust Exchange-Traded Fund First Trust NASDAQ-100 Ex-Technology Sector Index Fund 66% $732,445,007 -$9,539,140 7,413,411 -1.3% First Trust Portfolios L.P. 30 Jun 2025
FJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - June 65% $696,843,481 +$86,182,112 12,212,469 +14% First Trust Portfolios L.P. 31 Dec 2025
FMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - May 64% $883,910,116 +$149,310,024 15,727,938 +20% First Trust Portfolios L.P. 30 Jun 2026
FFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - February 63% $698,549,250 +$5,668,172 12,337,500 +0.82% First Trust Portfolios L.P. 31 Dec 2025
FDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - December 63% $828,390,224 +$31,142,278 15,208,946 +3.9% First Trust Portfolios L.P. 30 Jun 2026
FCA First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust China AlphaDEX(R) Fund 63% $36,747,938 +$7,127,043 1,351,524 +24% First Trust Portfolios L.P. 31 Aug 2025
FJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Buffer ETF - January 62% $870,679,215 +$108,546,582 15,804,669 +14% First Trust Portfolios L.P. 30 Jun 2026
QSPT First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - September 60% $376,434,006 +$63,454,371 10,804,650 +20% First Trust Portfolios L.P. 30 Jun 2026
FKU First Trust Exchange-Traded AlphaDEX Fund II First Trust United Kingdom AlphaDEX(R) Fund 59% $66,667,266 +$25,266,407 1,214,340 +61% First Trust Portfolios L.P. 28 Feb 2026
QJUN First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - June 57% $381,279,017 +$77,963,667 11,285,152 +26% First Trust Portfolios L.P. 30 Jun 2026
QDEC First Trust Exchange-Traded Fund VIII FT Vest Nasdaq-100(R) Buffer ETF - December 54% $376,326,694 +$64,994,090 10,568,006 +21% First Trust Portfolios L.P. 30 Jun 2026
DAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - April 52% $158,628,340 -$2,936,819 3,880,341 -1.8% First Trust Portfolios L.P. 30 Jun 2026
FPA First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Asia Pacific ex-Japan AlphaDEX(R) Fund 50% $61,337,718 -$11,102,421 1,185,499 -15% First Trust Portfolios L.P. 30 Jun 2026
XAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April 49% $24,606,701 +$1,914,890 673,787 +8.4% First Trust Portfolios L.P. 28 Feb 2026
DJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - June 49% $158,573,726 +$17,344,835 3,217,811 +12% First Trust Portfolios L.P. 30 Jun 2026
FEUZ First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Eurozone AlphaDEX(R) ETF 48% $65,625,929 -$796,730 977,886 -1.2% First Trust Portfolios L.P. 31 May 2026
TDVI First Trust Exchange-Traded Fund IV FT Vest Technology Dividend Target Income ETF 48% $236,461,426 +$16,768,486 7,445,259 +7.6% First Trust Portfolios L.P. 30 Jun 2026
DSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - September 46% $159,495,083 +$16,583,126 3,362,038 +12% First Trust Portfolios L.P. 30 Jun 2026
SDVD First Trust Exchange-Traded Fund IV FT Vest SMID Rising Dividend Achievers Target Income ETF 45% $399,363,139 +$26,746,879 17,295,935 +7.2% First Trust Portfolios L.P. 30 Jun 2026
FTQI First Trust Exchange-Traded Fund VI First Trust Nasdaq BuyWrite Income ETF 44% $406,701,067 +$7,836,163 18,664,574 +2% First Trust Portfolios L.P. 30 Jun 2026
XNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November 44% $22,182,555 +$21,805,002 588,709 +5775% First Trust Portfolios L.P. 30 Jun 2026
DAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - August 44% $159,740,907 +$16,724,580 3,409,821 +12% First Trust Portfolios L.P. 30 Jun 2026
DMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - May 43% $158,793,599 +$2,592,542 3,369,983 +1.7% First Trust Portfolios L.P. 30 Jun 2026
DOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - October 41% $159,347,688 +$16,838,503 3,413,618 +12% First Trust Portfolios L.P. 30 Jun 2026
FSZ First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund 41% $32,935,142 +$6,369,503 428,728 +24% First Trust Portfolios L.P. 30 Sep 2025
SAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - August 41% $43,539,340 +$10,945,822 1,567,573 +34% First Trust Portfolios L.P. 30 Jun 2026
DNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - November 41% $159,770,852 +$17,375,454 3,111,409 +12% First Trust Portfolios L.P. 30 Jun 2026
SMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - May 40% $33,991,016 +$3,295,060 1,282,196 +11% First Trust Portfolios L.P. 28 Feb 2026
DMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - March 39% $176,904,274 +$13,077,471 3,954,697 +8% First Trust Portfolios L.P. 30 Jun 2026
DJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - July 39% $159,516,159 +$16,621,012 3,181,098 +12% First Trust Portfolios L.P. 30 Jun 2026
SNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - November 38% $43,772,704 +$1,285,847 1,615,527 +3% First Trust Portfolios L.P. 30 Jun 2026
FDNI First Trust Exchange-Traded Fund II First Trust Dow Jones International Internet ETF 38% $37,834,066 976,363 First Trust Portfolios L.P. 31 Oct 2025
DDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - December 37% $159,292,042 +$16,205,140 3,362,365 +11% First Trust Portfolios L.P. 30 Jun 2026
SFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Small Cap Moderate Buffer ETF - February 35% $44,194,699 +$10,575,157 1,683,954 +31% First Trust Portfolios L.P. 30 Jun 2026
DFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - February 35% $159,506,552 +$15,079,656 3,159,021 +10% First Trust Portfolios L.P. 30 Jun 2026
GOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - October 34% $90,105,169 +$3,447,835 2,136,206 +4% First Trust Portfolios L.P. 31 Aug 2026
DJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Deep Buffer ETF - January 34% $158,993,360 +$10,681,571 3,492,502 +7.2% First Trust Portfolios L.P. 30 Jun 2026
YSEP First Trust Exchange-Traded Fund VIII FT Vest International Equity Moderate Buffer ETF - September 32% $37,336,281 +$4,777,915 1,355,711 +15% First Trust Portfolios L.P. 30 Jun 2026
XOCT First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October 31% $23,969,862 +$23,510,162 612,257 +5114% First Trust Portfolios L.P. 30 Jun 2026
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF 31% $511,253,952 +$44,446,425 12,576,973 +9.5% First Trust Portfolios L.P. 30 Jun 2026
FAAR First Trust Exchange-Traded Fund VII First Trust Alternative Absolute Return Strategy ETF 31% $54,864,099 +$49,020,325 1,735,102 +839% First Trust Portfolios L.P. 30 Jun 2026
GSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - September 30% $102,957,875 +$20,106,363 2,513,620 +24% First Trust Portfolios L.P. 30 Jun 2026
FBT First Trust Exchange-Traded Fund First Trust NYSE(R) Arca(R) Biotechnology Index Fund 30% $842,167,356 -$62,932,578 3,397,343 -7% First Trust Portfolios L.P. 30 Jun 2026
GAPR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - April 29% $84,988,192 -$5,918,417 2,039,343 -6.5% First Trust Portfolios L.P. 30 Jun 2026
FXL First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Technology AlphaDEX(R) Fund 29% $809,202,968 3,725,523 First Trust Portfolios L.P. 30 Jun 2026
GNOV First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - November 29% $85,194,217 +$14,158,683 2,038,383 +20% First Trust Portfolios L.P. 30 Jun 2026
YJUN First Trust Exchange-Traded Fund VIII FT Vest International Equity Moderate Buffer ETF - June 28% $37,370,611 +$5,298,447 1,394,431 +17% First Trust Portfolios L.P. 30 Jun 2026
FMF First Trust Exchange-Traded Fund V First Trust Managed Futures Strategy Fund 27% $73,558,099 +$17,943,778 1,452,856 +32% First Trust Portfolios L.P. 31 Aug 2026
APXM First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - April 26% $4,547,368 +$69,802 143,518 +1.6% First Trust Portfolios L.P. 30 Jun 2026
YMAR First Trust Exchange-Traded Fund VIII FT Vest International Equity Moderate Buffer ETF - March 24% $37,417,824 +$14,433,161 1,305,736 +63% First Trust Portfolios L.P. 30 Jun 2026
FEMB First Trust Exchange-Traded Fund III First Trust Emerging Markets Local Currency Bond ETF 23% $82,615,956 +$10,443,228 2,827,377 +14% First Trust Portfolios L.P. 30 Jun 2026
GMAY First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - May 23% $127,835,256 +$45,231,123 2,970,150 +55% First Trust Portfolios L.P. 30 Jun 2026
GAUG First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - August 23% $90,356,349 +$3,901,249 2,151,854 +4.5% First Trust Portfolios L.P. 31 Aug 2026
GJUL First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - July 23% $85,260,405 +$14,197,658 1,960,460 +20% First Trust Portfolios L.P. 30 Jun 2026
YDEC First Trust Exchange-Traded Fund VIII FT Vest International Equity Moderate Buffer ETF - December 23% $37,172,804 +$22,063,790 1,359,649 +146% First Trust Portfolios L.P. 30 Jun 2026
FSIG First Trust Exchange-Traded Fund IV First Trust Limited Duration Investment Grade Corporate ETF 23% $355,697,312 +$67,767,397 18,864,880 +24% First Trust Portfolios L.P. 30 Jun 2026
GFEB First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - February 22% $85,120,728 +$13,484,339 1,933,279 +19% First Trust Portfolios L.P. 30 Jun 2026
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. Common 22% $67,257,156 13,924,877 First Trust Portfolios L.P. 31 Mar 2025
GMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - March 21% $85,006,850 -$7,146,441 1,921,493 -7.8% First Trust Portfolios L.P. 30 Jun 2026
GHY PGIM Global High Yield Fund, Inc. Common 21% $102,710,184 -$6,239,341 8,488,445 -5.7% First Trust Portfolios L.P. 30 Jun 2026
BGH Barings Global Short Duration High Yield Fund Common 21% $58,068,495 -$4,513,410 4,118,333 -7.2% First Trust Portfolios L.P. 30 Jun 2026
NHS Neuberger High Yield Strategies Fund Inc. Common 20% $33,098,745 -$2,626,740 5,304,286 -7.4% First Trust Portfolios L.P. 30 Jun 2026
FPXI First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF 20% $70,527,256 842,208 First Trust Portfolios L.P. 30 Jun 2026
GJUN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - June 20% $67,484,197 +$10,445,754 1,704,155 +18% First Trust Portfolios L.P. 31 Dec 2025
ISD PGIM High Yield Bond Fund, Inc. Common 20% $94,678,927 +$7,356,305 6,584,070 +8.4% First Trust Portfolios L.P. 30 Sep 2025
XSEP First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September 20% $26,537,050 +$26,021,330 597,614 +5046% First Trust Portfolios L.P. 30 Jun 2026
GDEC First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - December 19% $85,109,688 -$25,812,676 2,138,198 -23% First Trust Portfolios L.P. 30 Jun 2026
GJAN First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Moderate Buffer ETF - January 19% $85,225,371 +$14,036,485 1,892,896 +20% First Trust Portfolios L.P. 30 Jun 2026
JULM First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - July 19% $4,602,242 +$436,501 131,256 +10% First Trust Portfolios L.P. 30 Jun 2026
CIK Credit Suisse Asset Management Income Fund, Inc. Common 18% $24,660,569 -$3,594,884 9,943,778 -13% First Trust Portfolios L.P. 30 Jun 2026
FTCB First Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETF 17% $437,392,562 +$122,211,968 20,973,031 +39% First Trust Portfolios L.P. 30 Jun 2026
FTHI First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF 17% $391,953,118 +$7,834,606 16,434,093 +2% First Trust Portfolios L.P. 30 Jun 2026
FAX abrdn Asia-Pacific Income Fund, Inc. Common 17% $105,222,455 +$10,562,226 6,859,307 +11% First Trust Portfolios L.P. 31 Dec 2025
QTEC First Trust Exchange-Traded Fund First Trust NASDAQ-100-Technology Sector Index Fund 16% $817,127,227 +$815,414,953 2,441,445 +47622% First Trust Portfolios L.P. 30 Jun 2026
ASG Liberty All-Star Growth Fund, Inc. Common 16% $48,103,227 +$4,517,987 10,125,503 +10% First Trust Portfolios L.P. 31 Mar 2026
DHY Credit Suisse High Yield Credit Fund Common 16% $38,507,110 +$1,757,325 21,633,208 +4.8% First Trust Portfolios L.P. 30 Jun 2026
AGD abrdn Global Dynamic Dividend Fund Common 16% $44,013,694 -$3,272,054 4,075,342 -6.9% First Trust Portfolios L.P. 31 Mar 2026
EDF Virtus Stone Harbor Emerging Markets Income Fund Common 15% $27,454,593 +$5,055,664 4,920,178 +23% First Trust Portfolios L.P. 30 Jun 2026
XMAR First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March 15% $22,313,634 -$2,964,516 551,090 -12% First Trust Portfolios L.P. 30 Jun 2026
AEF abrdn Emerging Markets ex-China Fund Inc. Common 15% $57,051,178 +$7,349,328 5,942,831 +15% First Trust Portfolios L.P. 30 Jun 2026
SEIX Virtus Seix Senior Loan ETF Common 15% $36,442,726 -$1,988,000 1,575,561 -5.2% First Trust Portfolios L.P. 30 Jun 2026
SEPM First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - September 15% $4,536,857 +$1,227,249 138,200 +37% First Trust Portfolios L.P. 30 Jun 2026
BGX Blackstone Long-Short Credit Income Fund Common 15% $22,333,684 1,845,759 First Trust Portfolios L.P. 31 Mar 2025
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. Common 14% $21,065,823 -$4,249,073 2,850,585 -17% First Trust Portfolios L.P. 31 Dec 2025
AUGM First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - August 14% $4,610,815 +$442,489 129,679 +11% First Trust Portfolios L.P. 30 Jun 2026
FIIG First Trust Exchange-Traded Fund IV First Trust Intermediate Duration Investment Grade Corporate ETF 14% $86,738,528 +$19,032,660 4,091,440 +28% First Trust Portfolios L.P. 31 Dec 2025
ACP abrdn Income Credit Strategies Fund Common 13% $85,816,226 +$17,379,478 16,502,803 +25% First Trust Portfolios L.P. 30 Jun 2026

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

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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