Engaged Capital Flagship Fund amends private offering details
Engaged Capital Flagship Fund, Ltd. updates its private offering, revealing key financial data and strategies in a recent SEC filing.
FT Vest Hedged Equity Income Fund: Series B3 Updates Offering
FT Vest Hedged Equity Income Fund: Series B3 files an amendment to its offering statement, signaling updates in investment strategy and compliance.
BofA Finance LLC issues $784,000 in Auto-Callable Notes
BofA Finance LLC announces the issuance of $784,000 in Auto-Callable Yield Notes linked to Cameco Corporation's stock, enhancing its investment offerings.
Goldman Sachs issues $10 million callable fixed-rate notes
Goldman Sachs Group Inc. has filed to issue $10 million in callable fixed-rate notes due 2046, reflecting its capital management strategy.
Citigroup files preliminary prospectus for new securities offering
Citigroup Inc. files a preliminary prospectus for 10-year autocallable contingent coupon securities linked to S&P 500 Futures, enhancing its product offerings.
Citigroup Global Markets announces new securities offering
Citigroup Global Markets Holdings Inc. files a preliminary prospectus for a new offering linked to the S&P 500 Futures Index, expanding its financial products.
Joseph P. Lucia & Associates reports Q3 2026 holdings
Joseph P. Lucia & Associates disclosed its Q3 2026 holdings, totaling $345.5 million, showcasing investment strategies in key sectors.
Virtus Family Office LLC Reports $130M in Holdings
Virtus Family Office LLC discloses over $130 million in holdings in its latest 13F filing, showcasing strategic investments across various sectors.
Madison ETFs Trust Files Summary Prospectus for New ETF
Madison ETFs Trust has filed a summary prospectus for the Madison Covered Call ETF, emphasizing its investment strategy and objectives.
BlackRock Funds Amends Filing to Correct Redemption Credits
BlackRock Funds amends filing to correct redemption credit reporting, highlighting commitment to accurate financial disclosures and regulatory compliance.
Citigroup Global Markets announces new 10-year securities offering
Citigroup Global Markets Holdings has filed for a new offering of 10-year autocallable securities linked to the S&P 500, enhancing its product offerings.
Citigroup files preliminary terms for new autocallable securities
Citigroup Inc. files preliminary terms for 10-year autocallable securities linked to the S&P 500 Futures index, diversifying its financial products.
First Trust Entities Report 6.71% Stake in Cardinal Infrastructure
First Trust entities disclose a 6.71% stake in Cardinal Infrastructure Group Inc., indicating significant investor interest in the heavy construction sector.
First Trust Portfolios Discloses 4.84% Stake in BNY Mellon Fund
First Trust Portfolios LP reports a 4.84% stake in BNY Mellon Strategic Municipal Bond Fund, reflecting its strategy in the investment fund sector.
First Trust Portfolios discloses 5.51% stake in Granite Construction
First Trust Portfolios LP reveals a 5.51% stake in Granite Construction, signaling strategic investment in the heavy construction sector.
First Trust Portfolios LP Updates Stake in VanEck ETF Trust
First Trust Portfolios LP amends Schedule 13G, revealing a 4.37% ownership in VanEck IG Floating Rate ETF, signaling strategic moves in the ETF market.
First Trust Portfolios Updates Stake in F.N.B. Corporation
First Trust Portfolios LP reports an update on its beneficial ownership in F.N.B. Corporation, now holding over 10 million shares.
First Trust Exchange-Traded Fund IV Reports 7.49% Stake
First Trust Exchange-Traded Fund IV reveals a 7.49% stake held by affiliates, indicating strategic moves in the investment management sector.
First Trust Portfolios Discloses 4% Stake in Voya Fund
First Trust Portfolios L.P. files Schedule 13G/A, revealing a 4% stake in Voya Infrastructure, Industrials & Materials Fund, impacting the investment landscape.
Nuveen Real Asset Income & Growth Fund Updates Shareholder Info
Nuveen Real Asset Income & Growth Fund reveals updated shareholder information, indicating significant ownership by First Trust Portfolios L.P. and affiliates.