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First Trust group discloses 4.79% John Hancock Investors (JHI) holding in Schedule 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation report beneficial ownership of John Hancock Investors Trust common shares. They collectively report beneficial ownership of 418,901 shares, representing 4.79% of the outstanding class as of the stated event date.

The reporting persons have no sole voting or dispositive power over these shares and report shared dispositive power over 418,901 shares, with no shared voting power. The position is held mainly through unit investment trusts and other accounts, and the firms state the securities are held in the ordinary course of business without the purpose or effect of changing or influencing control of the issuer.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



First Trust Portfolios L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:01/30/2026
First Trust Advisors L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:01/30/2026
The Charger Corporation
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer and Treasurer
Date:01/30/2026
Exhibit Information

Please see Exhibit 99.1 for Joint Filing Agreement

FAQ

What stake in John Hancock Investors Trust (JHI) is reported in this Schedule 13G/A?

The reporting group discloses beneficial ownership of 418,901 common shares of John Hancock Investors Trust, representing 4.79% of the outstanding class. This reflects a position below the 5% threshold that typically triggers more detailed Schedule 13D-style control disclosures.

Who are the reporting persons in the JHI Schedule 13G/A filing?

The filing is jointly submitted by First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation. The Charger Corporation is the general partner of both partnerships, and the entities are organized in Illinois with a principal office in Wheaton, Illinois.

How much voting and dispositive power over JHI shares do the First Trust entities report?

The reporting persons state they have no sole or shared voting power over John Hancock Investors Trust shares. They report shared dispositive power over 418,901 shares, reflecting their role in managing unit investment trusts and other accounts rather than directly voting the securities.

How are the John Hancock Investors Trust (JHI) shares held by First Trust-related entities?

Most shares are held in unit investment trusts sponsored by First Trust Portfolios L.P., with additional shares in other registered funds and accounts advised by First Trust Advisors L.P. Individual unit investment trusts do not hold more than 3% of any registered investment company issuer’s shares.

Do the First Trust entities seek to influence control of John Hancock Investors Trust (JHI)?

The signatories certify the JHI securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of the issuer, consistent with a passive institutional investment reported on Schedule 13G.

Who signs the JHI Schedule 13G/A on behalf of the First Trust entities?

The filing is signed by James M. Dykas, identified as Chief Financial Officer of First Trust Portfolios L.P., First Trust Advisors L.P., and as Chief Financial Officer and Treasurer of The Charger Corporation, certifying the accuracy of the ownership information reported.
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