Quick Takeaways
- FIRST TRUST PORTFOLIOS LP filed SCHEDULE 13G/A for Western Asset Investment Grade Opportunity Trust Inc. Common (IGI).
- Disclosed ownership: 4.9%.
- Date of event: 31 Dec 2025.
FIRST TRUST PORTFOLIOS LP - 31 Dec 2025 SCHEDULE 13G/A Report for Western Asset Investment Grade Opportunity Trust Inc. Common (IGI)
- Filing Manager
- FIRST TRUST PORTFOLIOS LP
- Reporting Manager
- First Trust Portfolios L.P.
- Symbol
- IGI
- Shares outstanding
- 5,988,957 shares
- Disclosed Ownership
- 292,860 shares
- Ownership
- 4.9%
- Form type
- SCHEDULE 13G/A
- Filing time
- 30 Jan 2026, 09:14:23 UTC
- Date of event
- 31 Dec 2025
- Previous filing
- 17 Oct 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"FIRST TRUST PORTFOLIOS LP disclosed 4.9% ownership in Western Asset Investment Grade Opportunity Trust Inc. Common (IGI) on 31 Dec 2025."
What Changed
- Previous schedule filing date: 17 Oct 2025.
- Current filing was accepted on 30 Jan 2026, 09:14.
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. | 4.9% | 292,860 | 0 | 0 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| First Trust Advisors L.P. | 4.9% | 292,860 | 0 | 0 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer | |
| The Charger Corporation | 4.9% | 292,860 | 0 | 0 | /s/ James M. Dykas | James M. Dykas, Chief Financial Officer and Treasurer |