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BlackBerry | SC 13G: Statement of acquisition of beneficial ownership by individuals-First Trust Portfolios L.P.: 36-3768815(5.77%)

SEC announcement ·  Jan 10 00:00
Summary by Moomoo AI
On December 31, 2023, First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G with the SEC, indicating a collective beneficial ownership of 33,801,506 shares of BlackBerry Ltd., representing 5.77% of the company's class of common stock. The filing, made under Rule 13d-1(b), was jointly submitted by the entities, with The Charger Corporation acting as the General Partner for both First Trust entities. The shares are held by unit investment trusts sponsored by First Trust Portfolios L.P., for which First Trust Advisors L.P. acts as portfolio supervisor. The filing clarifies that neither First Trust Portfolios L.P., First Trust Advisors L.P., nor The Charger Corporation have the power to vote the shares held...Show More
On December 31, 2023, First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G with the SEC, indicating a collective beneficial ownership of 33,801,506 shares of BlackBerry Ltd., representing 5.77% of the company's class of common stock. The filing, made under Rule 13d-1(b), was jointly submitted by the entities, with The Charger Corporation acting as the General Partner for both First Trust entities. The shares are held by unit investment trusts sponsored by First Trust Portfolios L.P., for which First Trust Advisors L.P. acts as portfolio supervisor. The filing clarifies that neither First Trust Portfolios L.P., First Trust Advisors L.P., nor The Charger Corporation have the power to vote the shares held by these unit investment trusts. The shares are voted by the trustee to ensure alignment with the voting pattern of other shareholders. The entities disclaim beneficial ownership of the shares, stating that the acquisition and holding of the securities are in the ordinary course of business and not for the purpose of changing or influencing the control of BlackBerry Ltd. The certification was signed by James M. Dykas, Chief Financial Officer of the First Trust entities and The Charger Corporation, on January 10, 2024.

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