| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14.52% | $20.7M | 1.85M | First Trust Portfolios L.P. | Mar 31, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 4.73M | $56.8M | +$5.13M | $12.00 | 43 |
| 2025 Q2 | 4.3M | $53.4M | +$5.21M | $12.41 | 39 |
| 2025 Q1 | 3.87M | $47.8M | -$4.48M | $12.35 | 36 |
| 2024 Q4 | 4.24M | $52.8M | -$5.43M | $12.44 | 36 |
| 2024 Q3 | 4.49M | $59.5M | -$2.41M | $12.79 | 37 |
| 2024 Q2 | 4.65M | $57.7M | +$411K | $12.43 | 37 |
| 2024 Q1 | 4.61M | $56.8M | -$581K | $12.31 | 36 |
| 2023 Q4 | 4.09M | $46.9M | -$2.79M | $11.45 | 41 |
| 2023 Q3 | 4.11M | $47.9M | -$3.07M | $11.65 | 40 |
| 2023 Q2 | 4.95M | $56.2M | +$1.64M | $11.34 | 44 |
| 2023 Q1 | 4.79M | $52.2M | +$2.07M | $10.91 | 43 |
| 2022 Q4 | 4.62M | $50.1M | +$4.09M | $10.84 | 44 |
| 2022 Q3 | 4.25M | $46.4M | +$150K | $10.90 | 42 |
| 2022 Q2 | 4.23M | $48.7M | +$3.79M | $11.50 | 41 |
| 2022 Q1 | 3.92M | $52.6M | +$3.3M | $13.44 | 37 |
| 2021 Q4 | 3.67M | $54M | +$406K | $14.70 | 38 |
| 2021 Q3 | 3.61M | $54.7M | -$1.6M | $15.17 | 33 |
| 2021 Q2 | 3.72M | $56.2M | +$292K | $15.12 | 45 |
| 2021 Q1 | 3.7M | $52.3M | +$3.05M | $14.14 | 42 |
| 2020 Q4 | 3.42M | $45.8M | +$4.1M | $13.42 | 43 |
| 2020 Q3 | 3.03M | $38.9M | +$4.39M | $12.86 | 36 |
| 2020 Q2 | 2.69M | $32.5M | -$3.77M | $12.05 | 33 |
| 2020 Q1 | 3.09M | $32.5M | +$5.51M | $10.54 | 37 |
| 2019 Q4 | 2.53M | $39.5M | -$786K | $15.64 | 36 |
| 2019 Q3 | 2.59M | $40.8M | -$5.66M | $15.78 | 34 |
| 2019 Q2 | 2.94M | $46.2M | +$2.08M | $15.69 | 31 |
| 2019 Q1 | 2.8M | $42.7M | -$5.71M | $15.27 | 29 |
| 2018 Q4 | 3.23M | $44.3M | -$2.06M | $13.74 | 38 |
| 2018 Q3 | 3.56M | $57M | +$2.71M | $16.00 | 28 |
| 2018 Q2 | 3.39M | $55.9M | -$368K | $16.46 | 31 |
| 2018 Q1 | 3.42M | $55.4M | -$1.58M | $16.18 | 32 |
| 2017 Q4 | 3.52M | $56M | +$969K | $15.92 | 34 |
| 2017 Q3 | 3.32M | $53.3M | -$3.36M | $16.08 | 31 |
| 2017 Q2 | 3.4M | $54.9M | +$4.06M | $16.14 | 30 |
| 2017 Q1 | 3.27M | $52.6M | -$2.8M | $16.08 | 32 |
| 2016 Q4 | 3.46M | $55.1M | -$15.6M | $15.92 | 33 |
| 2016 Q3 | 4.62M | $71.8M | -$3.74M | $15.54 | 28 |
| 2016 Q2 | 4.88M | $70.5M | -$7.22M | $14.45 | 33 |
| 2016 Q1 | 5.41M | $73.5M | -$1.85M | $13.60 | 31 |
| 2015 Q4 | 5.55M | $74.9M | +$3.72M | $13.48 | 42 |
| 2015 Q3 | 5.15M | $73.4M | +$6.35M | $14.25 | 35 |
| 2015 Q2 | 3.37M | $52.2M | -$814K | $15.49 | 34 |
| 2015 Q1 | 4.74M | $76.6M | -$306K | $16.14 | 34 |
| 2014 Q4 | 4.71M | $73.1M | +$9.64M | $15.53 | 38 |
| 2014 Q3 | 4.38M | $73.2M | +$6.75M | $16.70 | 34 |
| 2014 Q2 | 3.97M | $70.3M | +$2.09M | $17.73 | 34 |
| 2014 Q1 | 3.83M | $67.5M | -$4.01M | $17.61 | 35 |