First Trust Portfolios Amends Liberty All-Star Growth Fund Stake
Ticker: ASG · Form: SC 13G/A · Filed: Jan 17, 2024 · CIK: 786035
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, fund-holdings
TL;DR
**First Trust Portfolios L.P. updated its stake in Liberty All-Star Growth Fund, Inc. as of year-end 2023.**
AI Summary
First Trust Portfolios L.P. filed an amended Schedule 13G/A on January 17, 2024, indicating their ownership in Liberty All-Star Growth Fund, Inc. as of December 31, 2023. This amendment, number 13, updates their previous disclosures regarding their stake in the fund. This matters to investors because it provides transparency into significant institutional holdings, which can influence stock stability and investor confidence.
Why It Matters
This filing shows that First Trust Portfolios L.P. continues to be a significant holder in Liberty All-Star Growth Fund, Inc., providing insight into institutional interest and potential stability for the stock.
Risk Assessment
Risk Level: low — This is a routine amendment filing by an institutional investor, indicating no immediate or significant new risks.
Analyst Insight
Investors should note that First Trust Portfolios L.P. is maintaining its position, suggesting continued institutional confidence in Liberty All-Star Growth Fund, Inc. This information can be used as one data point when evaluating the fund's stability and institutional backing.
Key Players & Entities
- First Trust Portfolios L.P. (company) — the reporting person filing the SC 13G/A
- Liberty All-Star Growth Fund, Inc. (company) — the issuer whose securities are being reported
- December 31, 2023 (date) — the date of the event requiring the filing
- January 17, 2024 (date) — the filing date of the SC 13G/A
- 529900102 (number) — the CUSIP number for Liberty All-Star Growth Fund, Inc. common stock
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G, filed under the Securities Exchange Act of 1934.
Who is the reporting person in this filing?
The reporting person is First Trust Portfolios L.P., with an IRS Identification No. of 36-3768815.
What is the name of the issuer whose securities are being reported?
The issuer is Liberty All-Star Growth Fund, Inc., with CIK 0000786035.
What was the date of the event that required this filing?
The date of the event which required this filing was December 31, 2023.
What is the CUSIP number for the class of securities reported?
The CUSIP number for the Common class of securities of Liberty All-Star Growth Fund, Inc. is 529900102.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 17, 2024 regarding LIBERTY ALL STAR GROWTH FUND INC. (ASG).