| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 15.84% | +19.5% | $39.3M | $6.25M | 3.94M | +19% | First Trust Portfolios L.P. | Mar 31, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q1 | 352K | $3.51M | -$73.9K | $9.96 | 10 |
| 2024 Q4 | 5.34M | $52.4M | -$13.8M | $9.80 | 67 |
| 2024 Q3 | 6.67M | $70.8M | -$1.82M | $10.62 | 64 |
| 2024 Q2 | 6.86M | $66.9M | +$1.29M | $9.76 | 64 |
| 2024 Q1 | 6.68M | $64.8M | -$702K | $9.71 | 68 |
| 2023 Q4 | 6.35M | $59.3M | +$3.35M | $9.34 | 68 |
| 2023 Q3 | 6.13M | $53.1M | +$799K | $8.66 | 68 |
| 2023 Q2 | 6.16M | $58.7M | +$2.89M | $9.54 | 75 |
| 2023 Q1 | 5.84M | $54.5M | +$23.6M | $9.33 | 76 |
| 2022 Q4 | 3.28M | $31.1M | -$300K | $9.46 | 45 |
| 2022 Q3 | 3.33M | $28.1M | -$185K | $8.45 | 39 |
| 2022 Q2 | 3.34M | $31.3M | +$5.28M | $9.37 | 42 |
| 2022 Q1 | 3.04M | $34.1M | +$1.7M | $11.20 | 38 |
| 2021 Q4 | 2.84M | $34.4M | -$150K | $12.08 | 37 |
| 2021 Q3 | 2.92M | $33.9M | +$268K | $11.62 | 38 |
| 2021 Q2 | 2.85M | $34.2M | -$3.16M | $12.00 | 41 |
| 2021 Q1 | 3.2M | $35.6M | -$1.2M | $11.14 | 45 |
| 2020 Q4 | 3.02M | $31.6M | -$642K | $10.44 | 46 |
| 2020 Q3 | 3.06M | $28.1M | -$2.93M | $9.21 | 41 |
| 2020 Q2 | 3.51M | $31.3M | -$916K | $8.93 | 40 |
| 2020 Q1 | 3.53M | $25.9M | -$611K | $7.34 | 46 |
| 2019 Q4 | 3.45M | $35.9M | +$944K | $10.40 | 43 |
| 2019 Q3 | 3.11M | $30M | -$540K | $9.65 | 36 |
| 2019 Q2 | 3.17M | $30.5M | +$809K | $9.64 | 36 |
| 2019 Q1 | 3.27M | $30.9M | -$937K | $9.47 | 38 |
| 2018 Q4 | 3.37M | $28.7M | +$1.08M | $8.51 | 39 |
| 2018 Q3 | 3.26M | $33.8M | -$427K | $10.34 | 35 |
| 2018 Q2 | 3.31M | $33.9M | +$33.9M | $10.25 | 30 |