| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 66% | -3.5% | $719,471,538 | -$9,370,178 | 7,413,411 | -1.3% | First Trust Portfolios L.P. | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 64% | 7,199,549 | -2.9% | 0.53% | $712,271,541 |
| WELLS FARGO & COMPANY/MN | 4.4% | 498,499 | +0.41% | 0.01% | $49,317,884 |
| MORGAN STANLEY | 3.5% | 395,597 | +6.7% | 0% | $39,137,613 |
| RAYMOND JAMES FINANCIAL INC | 2.2% | 249,549 | -1.3% | 0.01% | $24,688,568 |
| O'Dell Group, LLC | 1.9% | 214,151 | -1.2% | 4.5% | $21,186,578 |
| NewEdge Advisors, LLC | 1.7% | 197,468 | -2.6% | 0.09% | $19,536,019 |
| Nilsine Partners, LLC | 1.6% | 184,961 | +50% | 1.6% | $18,298,710 |
| Advisory Services Network, LLC | 1.6% | 177,271 | -0.21% | 0.26% | $17,537,871 |
| BENJAMIN EDWARDS INC | 0.96% | 108,803 | +11% | 0.12% | $10,769,378 |
| LPL Financial LLC | 0.83% | 94,074 | +17% | 0% | $9,307,044 |
| TRUIST FINANCIAL CORP | 0.8% | 90,957 | +8.6% | 0.01% | $8,998,582 |
| Summit Financial, LLC | 0.75% | 84,379 | 0.13% | $8,347,652 | |
| UBS Group AG | 0.68% | 76,379 | +1% | 0% | $7,556,404 |
| BANK OF AMERICA CORP /DE/ | 0.53% | 59,782 | -7.5% | 0% | $5,914,335 |
| WCG Wealth Advisors LLC | 0.51% | 57,456 | -8.7% | 0.36% | $5,684,244 |
| ROYAL BANK OF CANADA | 0.5% | 56,643 | +1.1% | 0% | $5,604,000 |
| BNP PARIBAS FINANCIAL MARKETS | 0.44% | 50,000 | 0% | 0% | $4,946,640 |
| World Investment Advisors | 0.43% | 48,297 | +8.8% | 0.1% | $4,778,158 |
| Baird Financial Group, Inc. | 0.4% | 45,369 | -15% | 0.01% | $4,488,482 |
| Corient Private Wealth LLC | 0.33% | 37,721 | 0.01% | $3,731,845 | |
| Janney Montgomery Scott LLC | 0.33% | 37,274 | +0.24% | 0.01% | $3,688,000 |
| CWM, LLC | 0.28% | 31,543 | +3% | 0.01% | $3,121,000 |
| GOLDMAN SACHS GROUP INC | 0.25% | 28,702 | -62% | 0% | $2,839,569 |
| Proactive Wealth Strategies LLC | 0.21% | 23,862 | -0.39% | 1% | $2,360,711 |
| BostonPremier Wealth LLC | 0.21% | 23,312 | -1.9% | 1.1% | $2,306,336 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 640 | $63,640 | -$1,166,308 | 9,943.75% | 1 |
| 2025 Q3 | 10,416,290 | $1,030,428,838 | -$4,583,973 | 9,893.28% | 76 |
| 2025 Q2 | 10,502,467 | $1,037,623,590 | +$965,477,129 | 9,880% | 71 |
| 2025 Q1 | 681,025 | $63,860,345 | -$2,344,180 | 9,382% | 44 |
| 2024 Q4 | 705,202 | $65,675,148 | -$12,083,133 | 9,311.48% | 44 |
| 2024 Q3 | 809,189 | $75,300,244 | -$14,299,823 | 9,305.73% | 41 |
| 2024 Q2 | 965,518 | $85,005,044 | -$10,827,830 | 8,804% | 41 |
| 2024 Q1 | 1,087,542 | $99,020,725 | -$24,799,191 | 9,105.1% | 45 |
| 2023 Q4 | 41 | $3,653 | 8,909.76% | 1 | |
| 2023 Q3 | 1,427,176 | $116,114,337 | -$22,636,670 | 8,136% | 47 |
| 2023 Q2 | 1,701,881 | $143,537,480 | +$34,566,853 | 8,434% | 49 |
| 2023 Q1 | 1,286,260 | $106,056,067 | +$14,908,826 | 8,245.41% | 43 |
| 2022 Q4 | 1,088,983 | $83,784,648 | -$3,114,525 | 7,633% | 38 |
| 2022 Q3 | 1,137,792 | $79,571,000 | +$10,497,735 | 6,984.57% | 36 |
| 2022 Q2 | 987,078 | $69,643,000 | +$2,964,846 | 7,053.01% | 35 |
| 2022 Q1 | 944,054 | $78,198,000 | +$3,708,860 | 8,303.79% | 32 |
| 2021 Q4 | 899,072 | $79,689,000 | -$11,524,553 | 8,863.97% | 37 |
| 2021 Q3 | 1,059,142 | $91,010,000 | -$3,304,536 | 8,592.47% | 36 |
| 2021 Q2 | 1,097,600 | $94,680,000 | -$6,566,530 | 8,624.32% | 40 |
| 2021 Q1 | 1,173,872 | $94,224,000 | -$9,696,502 | 8,026.78% | 36 |
| 2020 Q4 | 1,294,695 | $102,820,000 | +$9,257,555 | 7,941.1% | 36 |
| 2020 Q3 | 1,152,192 | $78,937,000 | +$7,716,361 | 6,850.91% | 30 |
| 2020 Q2 | 1,055,465 | $66,327,000 | -$9,406,269 | 6,284.4% | 29 |
| 2020 Q1 | 1,207,819 | $59,346,000 | +$2,883,210 | 4,913.05% | 26 |
| 2019 Q4 | 1,146,205 | $66,754,586 | +$2,655,634 | 5,823.82% | 28 |
| 2019 Q3 | 1,118,231 | $59,548,000 | -$2,506,302 | 5,338.81% | 25 |
| 2019 Q2 | 1,163,654 | $63,338,000 | +$2,770,264 | 5,459.07% | 27 |
| 2019 Q1 | 1,123,507 | $59,109,000 | +$2,643,357 | 5,275.57% | 27 |
| 2018 Q4 | 1,073,763 | $49,018,000 | -$4,434,024 | 4,567.09% | 29 |
| 2018 Q3 | 1,169,820 | $62,075,000 | +$3,003,543 | 5,306.22% | 26 |
| 2018 Q2 | 1,114,992 | $55,989,000 | -$7,241,277 | 5,022.32% | 31 |
| 2018 Q1 | 1,263,302 | $61,076,000 | -$2,456,835 | 4,834.57% | 31 |
| 2017 Q4 | 1,314,000 | $63,873,000 | +$1,120,623 | 4,861.51% | 31 |
| 2017 Q3 | 1,290,796 | $60,422,000 | -$1,239,726 | 4,681.72% | 29 |
| 2017 Q2 | 1,323,107 | $61,123,000 | -$2,334,767 | 4,619.92% | 32 |
| 2017 Q1 | 1,360,286 | $60,778,000 | -$5,913,947 | 4,467.97% | 32 |
| 2016 Q4 | 1,506,039 | $60,870,000 | -$6,429,017 | 4,040.82% | 32 |
| 2016 Q3 | 1,666,005 | $67,444,000 | -$16,060,016 | 4,048.22% | 35 |
| 2016 Q2 | 1,436,187 | $55,785,000 | -$20,047,975 | 3,881.72% | 38 |
| 2016 Q1 | 2,667,441 | $105,063,001 | +$2,808,271 | 3,941.32% | 43 |
| 2015 Q4 | 2,619,399 | $108,539,000 | +$23,950,517 | 4,147.13% | 39 |
| 2015 Q3 | 2,042,879 | $78,222,000 | +$4,027,230 | 3,827.86% | 34 |
| 2015 Q2 | 1,952,380 | $81,771,971 | +$2,903,295 | 4,188.07% | 29 |
| 2015 Q1 | 1,883,060 | $78,033,009 | +$1,047,264 | 4,144.18% | 26 |
| 2014 Q4 | 1,827,054 | $73,077,280 | +$9,478,912 | 4,000% | 23 |
| 2014 Q3 | 1,549,255 | $57,284,484 | -$4,271,973 | 3,697.98% | 22 |
| 2014 Q2 | 1,240,323 | $44,720,317 | +$778,500 | 3,605.67% | 24 |
| 2014 Q1 | 1,660,752 | $57,426,900 | +$4,880,406 | 3,457.82% | 26 |