First Trust entities report 1.65M F5 shares (FFIV) — 2.93% stake
Rhea-AI Filing Summary
First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation report beneficial ownership of F5, Inc. common stock. The filing states 1,654,866 shares beneficially owned, representing 2.93% of the class as of 03/31/2026. The filing explains shared voting/dispositive arrangements among the reporting persons and disclaims sole beneficial ownership.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 1,654,866 shares
Percent of class: 2.93%
Shared voting power: 1,477,474 shares
+3 more
6 metrics
Shares beneficially owned
1,654,866 shares
Amount reported in Item 4 as of 03/31/2026
Percent of class
2.93%
Percent of class reported in Item 4 as of 03/31/2026
Shared voting power
1,477,474 shares
Shared power to vote reported in Item 4
Shared dispositive power
1,654,866 shares
Shared power to dispose reported in Item 4
CUSIP
315616102
Issuer CUSIP listed on the cover
Filing form
Schedule 13G/A
Form type provided in metadata and cover
Key Terms
shared dispositive power, Rule 13d-1(k)(1), unit investment trusts
3 terms
Rule 13d-1(k)(1) regulatory
"This filing is jointly filed ... pursuant to Rule 13d-1(k)(1)."
unit investment trusts financial
"First Trust Portfolios L.P. acts as sponsor of certain unit investment trusts which hold shares"
A unit investment trust (UIT) is a pooled investment that sells investors fixed “units” representing a pre-selected, unchanging bundle of stocks, bonds or other securities held for a set period. Think of it like buying a pre-packed grocery basket that won’t be rearranged — you know exactly what you own and roughly when it will end. UITs matter to investors because they offer predictable holdings and income patterns, lower active management, and clear tax and fee implications compared with regularly traded funds.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Who are the reporting parties in the FFIV Schedule 13G/A?
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation. The Charger Corporation is identified as general partner of the two First Trust entities and the filing is jointly filed under Rule 13d-1(k)(1).
What voting and dispositive powers are disclosed for these holders?
Shared voting power is 1,477,474 and shared dispositive power is 1,654,866. The filing lists zero sole voting and sole dispositive power for the reporting persons and attributes shared powers among affiliates.
What is the filing date and the as-of date for the ownership figures?
The signature date is 04/30/2026 and ownership is reported as of 03/31/2026. Signatures are by James M. Dykas, Chief Financial Officer, on behalf of the reporting persons.