SCHEDULE: First Trust Entities Disclose 3.88% Stake in Atkore Inc.

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly reported a beneficial ownership of 3.88% in Atkore Inc. common stock as of September 30, 2025.

Summary

• First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership in Atkore Inc.
• As of September 30, 2025, the reporting group beneficially owned an aggregate of 1,306,574 shares of Atkore Inc. common stock.
• This represents 3.88% of Atkore Inc.'s outstanding common stock.
• The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• First Trust Portfolios L.P. acts as sponsor for certain unit investment trusts which hold shares of the issuer, while First Trust Advisors L.P. serves as portfolio supervisor for these trusts and investment advisor/sub-advisor for other investment vehicles.
• The Charger Corporation is the General Partner of both First Trust Portfolios L.P. and First Trust Advisors L.P.
• The reporting persons disclaim beneficial ownership of the shares identified in this filing.

Sentiment

Score: 5

Explanation: The filing is a standard regulatory disclosure of beneficial ownership, indicating a passive investment stake by First Trust entities in Atkore Inc. It contains no positive or negative operational or financial news for the issuer.

Positives

• Disclosure of a significant institutional holding by First Trust entities, indicating their continued investment in Atkore Inc.
• The filing explicitly states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control, suggesting a passive investment stance.

Future Outlook

NA

Management Comments

• To the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

This filing is a routine disclosure of institutional ownership and does not provide information on broader industry trends or competitors.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, confirming a passive investment by First Trust entities.

Key Dates

Keywords

Atkore Inc., First Trust Portfolios, First Trust Advisors, The Charger Corporation, Schedule 13G, beneficial ownership, common stock, institutional ownership, investment adviser, broker dealer, passive investment