FIRST TRUST PORTFOLIOS LP - 28 Feb 2026 SCHEDULE 13G/A Report for First Trust Exchange-Traded AlphaDEX Fund II First Trust Exchange-Traded AlphaDEX Fund II (FGM)

Filing Manager
FIRST TRUST PORTFOLIOS LP
Reporting Manager
First Trust Portfolios L.P.
Security
First Trust Exchange-Traded AlphaDEX Fund II First Trust Exchange-Traded AlphaDEX Fund II
Symbol
FGM
Shares outstanding
1,799,956 shares
Disclosed Ownership
977,016 shares
Ownership
54%
Form type
SCHEDULE 13G/A
Filing time
06 Mar 2026, 12:30:26 UTC
Date of event
28 Feb 2026
Previous filing
20 Jan 2026
SEC
View on sec.gov

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Quoteable Key Fact

"FIRST TRUST PORTFOLIOS LP disclosed 54% ownership in First Trust Exchange-Traded AlphaDEX Fund II First Trust Exchange-Traded AlphaDEX Fund II (FGM) on 28 Feb 2026."

Quick Takeaways

  • FIRST TRUST PORTFOLIOS LP filed SCHEDULE 13G/A for First Trust Exchange-Traded AlphaDEX Fund II First Trust Exchange-Traded AlphaDEX Fund II (FGM).
  • Disclosed ownership: 54%.
  • Date of event: 28 Feb 2026.

What Changed

  • Previous schedule filing date: 20 Jan 2026.
  • Current filing was accepted on 06 Mar 2026, 12:30.

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.

Official SEC Source

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

See Original Filing

Reporting Managers (3)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
First Trust Portfolios L.P. 54% 977,016 0 0 /s/ James M. Dykas James M. Dykas, Chief Financial Officer
First Trust Advisors L.P. 54% 977,016 0 977,016 /s/ James M. Dykas James M. Dykas, Chief Financial Officer
The Charger Corporation 54% 977,016 0 977,016 /s/ James M. Dykas James M. Dykas, Chief Financial Officer and Treasurer

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