First Trust Portfolios Increases Stake in Barings Global Short Duration High Yield Fund to 20.51%

On July 17, 2026, First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G/A regarding their holdings in Barings Global Short Duration High Yield Fund (BGH). The filing reveals that the reporting entities collectively beneficially own 4,118,333 shares of common stock, representing a significant 20.51% ownership stake in the fund. This reflects an increase from previously reported figures. The shares are primarily held within unit investment trusts (UITs) sponsored by First Trust Portfolios L.P. While First Trust Advisors L.P. serves as the portfolio supervisor for these UITs, the reporting persons disclaim beneficial ownership of the shares. Voting power is typically exercised by the UIT trustees to mirror the voting patterns of other shareholders. The Charger Corporation acts as the General Partner for both First Trust entities. The filing was made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business without the intent to influence or change control of the issuer.