Monitor for any future conversion to Schedule 13D, which would signal activist intent. For now, this is a routine passive filing with no trading catalyst.
Price Chart
Executive Summary
First Trust Portfolios L.P. and its affiliates filed an amended Schedule 13G disclosing a 9.65% passive stake in Lazard Global Total Return & Income Fund Inc as of September 30, 2026. The filing indicates no change in beneficial ownership from the prior filing, with 1,257,845 common shares held across unit investment trusts and managed accounts. This is a routine passive ownership update with no material implications for the stock.
Key Financial Metrics
Key Facts
- First Trust Portfolios L.P. and affiliates hold 1,257,845 common shares of Lazard Global Total Return & Income Fund Inc.
- The stake represents 9.65% of shares outstanding as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating passive investment intent.
- Shares are held across unit investment trusts sponsored by First Trust Portfolios L.P. and managed accounts advised by First Trust Advisors L.P.
- The reporting entities disclaim beneficial ownership of the shares.
Financial Impact
No financial impact — passive stake disclosure with no change in ownership or intent.
Risk Factors
- No material risks identified from this filing.
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001445546-26-007617 |
| Document: 0001445546-26-007617-index-headers.html | 0001445546-26-007617 |
| Document: 0001445546-26-007617-index.html | 0001445546-26-007617 |
| Document: 0001445546-26-007617.txt | 0001445546-26-007617 |
US Market Status
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