Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
FIRST TRUST PORTFOLIOS LP | 41.67% | $733M | 10.5M | First Trust Portfolios L.P. | Mar 31, 2025 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 1.45M | $101M | +$6.51M | $69.64 | 37 |
2024 Q4 | 22.7M | $1.7B | +$3.29M | $74.81 | 185 |
2024 Q3 | 22.7M | $1.71B | -$43.1M | $75.76 | 173 |
2024 Q2 | 23.3M | $1.59B | -$1.97M | $68.06 | 169 |
2024 Q1 | 23.4M | $1.71B | +$30.5M | $72.96 | 169 |
2023 Q4 | 21M | $1.36B | -$121M | $64.86 | 177 |
2023 Q3 | 24.9M | $1.43B | +$47.9M | $57.43 | 173 |
2023 Q2 | 24.2M | $1.46B | -$60.2M | $60.09 | 167 |
2023 Q1 | 25.2M | $1.4B | +$31.3M | $55.55 | 179 |
2022 Q4 | 24.4M | $1.26B | -$41.2M | $51.51 | 157 |
2022 Q3 | 25.3M | $1.16B | +$38.9M | $45.95 | 149 |
2022 Q2 | 21.9M | $1.05B | -$41.7M | $48.13 | 155 |
2022 Q1 | 25.3M | $1.43B | -$12.6M | $56.52 | 156 |
2021 Q4 | 25.6M | $1.6B | +$5.67M | $62.41 | 167 |
2021 Q3 | 25.2M | $1.44B | -$3.54M | $57.34 | 144 |
2021 Q2 | 25.5M | $1.5B | +$162M | $58.99 | 148 |
2021 Q1 | 22.7M | $1.29B | +$1.01B | $56.65 | 138 |
2020 Q4 | 4.99M | $253M | +$87.2M | $50.18 | 100 |
2020 Q3 | 2.86M | $117M | -$765K | $40.96 | 74 |
2020 Q2 | 2.8M | $106M | +$10.7M | $37.85 | 68 |
2020 Q1 | 1.98M | $60.4M | -$82M | $30.39 | 66 |
2019 Q4 | 4.93M | $223M | +$32.8M | $45.13 | 99 |
2019 Q3 | 4.11M | $172M | -$53M | $41.82 | 84 |
2019 Q2 | 5.39M | $228M | -$6.61M | $42.40 | 89 |
2019 Q1 | 5.64M | $225M | -$25.3M | $39.91 | 88 |
2018 Q4 | 6.32M | $215M | -$1.1B | $34.09 | 94 |
2018 Q3 | 34M | $1.44B | +$65.1M | $42.37 | 112 |
2018 Q2 | 31.5M | $1.23B | -$101M | $39.10 | 112 |
2018 Q1 | 35.2M | $1.39B | +$30.3M | $39.59 | 134 |
2017 Q4 | 34.5M | $1.4B | +$68.4M | $40.59 | 128 |
2017 Q3 | 32.5M | $1.21B | -$62M | $37.12 | 106 |
2017 Q2 | 34.2M | $1.21B | -$54.5M | $35.36 | 107 |
2017 Q1 | 34.8M | $1.2B | +$15.6M | $34.32 | 104 |
2016 Q4 | 34.9M | $1.15B | +$1.04B | $32.88 | 84 |
2016 Q3 | 3.03M | $89.1M | -$5.69M | $29.46 | 52 |
2016 Q2 | 3.26M | $89.4M | +$12.3M | $27.40 | 51 |
2016 Q1 | 2.75M | $76.3M | -$64.3M | $27.76 | 51 |
2015 Q4 | 5.16M | $135M | -$40.9M | $26.10 | 55 |
2015 Q3 | 6.66M | $172M | -$64.9M | $25.83 | 58 |
2015 Q2 | 9.14M | $273M | -$53.8M | $29.84 | 68 |
2015 Q1 | 10.7M | $333M | +$12.3M | $31.16 | 67 |
2014 Q4 | 10.4M | $315M | -$390M | $30.33 | 69 |
2014 Q3 | 21.2M | $623M | +$98.8M | $29.37 | 72 |
2014 Q2 | 20.2M | $615M | +$298M | $30.51 | 76 |
2014 Q1 | 10.4M | $308M | -$109M | $29.50 | 56 |