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First Trust 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal First Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

52 proposals. Every shareholder proposal First Trust backed in 2023-2024 is listed here.

First Trust, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromFirst Trust votedFunds
TEXAS INSTRUMENTS INC. 2024-04-25 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce Shareholder FOR 18
SEMPRA 2024-05-09 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder FOR 8
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder FOR 4
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder FOR 3
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder FOR 3
AMKOR TECHNOLOGY INC. 2024-05-14 Shareholder proposal to report on effectiveness of the Company's "DIVERSITY, EQUITY, AND INCLUSION" efforts. Diversity, Equity, and Inclusion Shareholder FOR 2
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder FOR 2
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder FOR 2
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 2
DELL TECHNOLOGIES INC. 2024-06-27 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s "DIVERSITY, EQUITY, AND INCLUSION" efforts Diversity, Equity, and Inclusion Shareholder FOR 2
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder FOR 2
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder FOR 2
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder FOR 2
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 2
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 2
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder FOR 1
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder FOR 1
APPLE INC. 2024-02-28 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder FOR 1
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on circular packaging. Environment or Climate Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 1
DICK'S SPORTING GOODS INC. 2024-06-12 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder FOR 1
DOW INC. 2024-04-11 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
LOCKHEED MARTIN CORP. 2024-05-02 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder FOR 1
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder FOR 1
MORGAN STANLEY 2024-05-23 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder FOR 1
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder FOR 1
PACCAR INC. 2024-04-30 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder FOR 1
ROSS STORES INC. 2024-05-22 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate Shareholder FOR 1
SKYWORKS SOLUTIONS INC. 2024-05-14 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
SYSCO CORP. 2023-11-17 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder FOR 1
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
UNITEDHEALTH GROUP INC. 2024-06-03 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder FOR 1
WESTLAKE CORP. 2024-05-09 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.