Quick Takeaways
- FIRST TRUST PORTFOLIOS LP filed SCHEDULE 13G/A for First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust United Kingdom AlphaDEX(R) Fund (FKU).
- Disclosed ownership: 41%.
- Date of event: 31 Jan 2025.
FIRST TRUST PORTFOLIOS LP - 31 Jan 2025 SCHEDULE 13G/A Report for First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust United Kingdom AlphaDEX(R) Fund (FKU)
- Filing Manager
- FIRST TRUST PORTFOLIOS LP
- Reporting Manager
- First Trust Portfolios L.P.
- Security
- First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust United Kingdom AlphaDEX(R) Fund
- Symbol
- FKU
- Shares outstanding
- 1,599,896 shares
- Disclosed Ownership
- 662,837 shares
- Ownership
- 41%
- Form type
- SCHEDULE 13G/A
- Filing time
- 07 Feb 2025, 10:05:48 UTC
- Date of event
- 31 Jan 2025
- Previous filing
- 24 Jan 2025
- Next filing
- 21 Apr 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"FIRST TRUST PORTFOLIOS LP disclosed 41% ownership in First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust United Kingdom AlphaDEX(R) Fund (FKU) on 31 Jan 2025."
What Changed
- Previous schedule filing date: 24 Jan 2025.
- Current filing was accepted on 07 Feb 2025, 10:05.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (3)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| First Trust Portfolios L.P. | 41% | 662,837 | 0 | 0 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| First Trust Advisors L.P. | 41% | 662,837 | 0 | 662,837 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| The Charger Corporation | 41% | 662,837 | 0 | 662,837 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer and Treasurer |