2025-13250Notice

Investment Funds Beg SEC to Break Co-Investment Taboo

Published Date: 7/15/2025

Notice

Summary

First Trust and several related funds want permission to team up and invest together in the same companies, which usually isn’t allowed. This move could help them share opportunities and grow their investments more smoothly. If no one objects by August 5, 2025, the SEC will likely approve this plan, potentially impacting how these funds manage their money.

No Economic Impacts Identified for this Document

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Key Dates

Published Date
7/15/2025

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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