STOCK TITAN

First Trust entities (NXP) disclose 3.32M Nuveen Select Tax-Free Income shares on Schedule 13G

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation report beneficial ownership of 3,321,526 common shares of Nuveen Select Tax-Free Income Portfolio, representing 5.27% of the class. The entities report no sole voting or dispositive power over these shares.

The group has shared voting power over 2,660 shares and shared dispositive power over 3,321,526 shares, largely held in unit investment trusts sponsored by First Trust Portfolios L.P. No individual trust holds more than 3% of any registered investment company issuer’s shares. Voting for these trust-held shares is carried out by the trustee to mirror other shareholders’ voting patterns, subject to Rule 12d1-4 and related trust agreements. Each reporting person expressly disclaims beneficial ownership of the shares identified.

Positive

  • None.

Negative

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Beneficially owned shares 3,321,526 shares Common shares of Nuveen Select Tax-Free Income Portfolio reported as beneficially owned
Percent of class 5.27% Portion of Nuveen Select Tax-Free Income Portfolio common shares represented by reported holdings
Shared voting power 2,660 shares Shares of Nuveen Select Tax-Free Income Portfolio over which reporting persons share voting power
Shared dispositive power 3,321,526 shares Shares of Nuveen Select Tax-Free Income Portfolio over which reporting persons share dispositive power
Maximum per trust holding 3% No individual unit investment trust holds more than 3% of any registered investment company issuer’s shares
Filing date 07/27/2026 Date signed by James M. Dykas, Chief Financial Officer and Treasurer
beneficial ownership financial
"Amount beneficially owned: 3,321,526"
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 3,321,526.00"
Rule 13d-1(k)(1) regulatory
"jointly filed by ... pursuant to Rule 13d-1(k)(1)"
Rule 12d1-4 regulatory
"Subject to the requirements of Rule 12d1-4 under the Investment Company Act"
unit investment trusts financial
"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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

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

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FAQ

What percentage of Nuveen Select Tax-Free Income Portfolio (NXP) shares is reported as beneficially owned?

The filing reports 3,321,526 common shares of Nuveen Select Tax-Free Income Portfolio, representing 5.27% of the outstanding class. This crosses the 5% threshold that requires Schedule 13G reporting under SEC rules.

Who are the reporting persons on this Schedule 13G for NXP?

The reporting persons are 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 filing is made jointly under Rule 13d-1(k)(1).

How many NXP shares do the reporting persons have voting and dispositive power over?

They report shared voting power over 2,660 shares and shared dispositive power over 3,321,526 shares. They report no sole voting power and no sole dispositive power over any Nuveen Select Tax-Free Income Portfolio shares.

Who votes the NXP shares held in First Trust unit investment trusts?

The filing states the trustee of the unit investment trusts votes these shares, generally so they are voted in the same manner and proportion as shares held by other owners. First Trust entities generally do not have the power to vote these shares.

Do the First Trust entities and The Charger Corporation claim full beneficial ownership of the NXP shares?

No. Each of First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation disclaims beneficial ownership of the Nuveen Select Tax-Free Income Portfolio shares identified in the Schedule 13G filing.





67062F100

(CUSIP Number)
06/30/2026

(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:07/27/2026
First Trust Advisors L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:07/27/2026
The Charger Corporation
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer and Treasurer
Date:07/27/2026
Exhibit Information

Please see Exhibit 99.1 for Joint Filing Agreement