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Morgan Stanley Emerging Markets Debt Fund: 16.23% stake

The reporting persons list no voting power; unit-trust shares are ordinarily voted by trustees as closely as possible to the manner and proportion used by other holders.

(Neutral)

Sentiment and the balance of points

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) is the subject of a joint amended ownership report listing 3,283,595 common shares, or 16.23% of the class, for each of First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation as of September 30, 2026. The three report shared dispositive power over 3,283,595 shares and zero sole or shared voting power. Each disclaims beneficial ownership.

First Trust Portfolios sponsors unit investment trusts that hold some of the shares, and First Trust Advisors serves as portfolio supervisor for certain trusts. Trustees ordinarily vote trust-held shares as closely as possible in the same manner and general proportion as shares held by other owners. The Charger Corporation is the general partner of both First Trust entities.

Beneficially owned common shares 3,283,595 shares Reported for each of the three reporting persons as of September 30, 2026
Ownership of class 16.23% Reported for each of the three reporting persons
Sole and shared voting power 0 shares Reported by each reporting person
Shared dispositive power 3,283,595 shares Reported by each reporting person
Individual unit investment trust holdings No more than 3% No individual trust holds more than 3% of any registered investment company issuer’s shares
beneficial ownership financial
"disclaims beneficial ownership of the shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared dispositive power financial
"Shared Dispositive Power 3,283,595"
unit investment trusts financial
"sponsor of certain unit investment trusts"
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.
Rule 12d1-4 regulatory
"requirements of Rule 12d1-4"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many MSD shares did the reporting persons report?

The report lists 3,283,595 common shares, or 16.23% of the class, for each of the three reporting persons: First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation.

Who votes MSD shares held by First Trust unit investment trusts?

The trustees vote shares held by unit investment trusts sponsored by First Trust Portfolios. They ordinarily vote them as closely as possible in the same manner and general proportion as shares held by other owners. Subject to Rule 12d1-4 and the trust agreements, First Trust Portfolios may enter into an agreement with a deposited fund that may permit it to vote shares in unit holders’ best interests.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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61744H105

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


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:10/14/2026
First Trust Advisors L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:10/14/2026
The Charger Corporation
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer and Treasurer
Date:10/14/2026
Exhibit Information

Please see Exhibit 99.1 for Joint Filing Agreement

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