Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
FIRST TRUST PORTFOLIOS LP | 42.03% | +8.69% | $24.7M | $1.99M | 567K | +8.76% | First Trust Portfolios L.P. | Jun 30, 2025 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q2 | 1.04M | $48.6M | +$230K | $46.89 | 23 |
2025 Q1 | 1.05M | $42M | -$14.6M | $40.03 | 21 |
2024 Q4 | 1.41M | $53.7M | -$1.58M | $38.08 | 22 |
2024 Q3 | 1.45M | $60.6M | +$67.1K | $41.83 | 19 |
2024 Q2 | 1.52M | $57.8M | +$2.79M | $38.12 | 19 |
2024 Q1 | 1.44M | $54.4M | +$37.9M | $37.76 | 17 |
2023 Q4 | 327K | $12M | -$2.84M | $36.66 | 16 |
2023 Q3 | 406K | $13.2M | +$308K | $32.51 | 19 |
2023 Q2 | 396K | $13.2M | -$3.21M | $33.33 | 19 |
2023 Q1 | 447K | $15.1M | -$1.9M | $33.85 | 18 |
2022 Q4 | 518K | $16.4M | -$749K | $31.66 | 24 |
2022 Q3 | 437K | $12M | -$38.3M | $26.80 | 19 |
2022 Q2 | 1.69M | $53.4M | -$744K | $31.57 | 26 |
2022 Q1 | 1.69M | $65M | -$712K | $38.53 | 26 |
2021 Q4 | 1.67M | $73.7M | +$3.36M | $44.14 | 26 |
2021 Q3 | 1.59M | $67M | +$60.2M | $42.02 | 22 |
2021 Q2 | 159K | $6.99M | -$896K | $43.89 | 17 |
2021 Q1 | 184K | $7.81M | +$1.13M | $41.75 | 15 |
2020 Q4 | 169K | $6.31M | -$100K | $37.72 | 13 |
2020 Q3 | 159K | $4.9M | -$1.08M | $30.89 | 9 |
2020 Q2 | 194K | $5.67M | +$656K | $29.26 | 10 |
2020 Q1 | 172K | $4.06M | -$986K | $23.61 | 10 |
2019 Q4 | 178K | $7.31M | +$3.13M | $41.01 | 13 |
2019 Q3 | 101K | $3.6M | +$456K | $35.61 | 9 |
2019 Q2 | 88.1K | $3.2M | -$2.05M | $36.34 | 10 |
2019 Q1 | 144K | $5.29M | +$445K | $36.61 | 12 |
2018 Q4 | 132K | $4.24M | +$2.52M | $32.00 | 11 |
2018 Q3 | 50.5K | $1.95M | -$1.52M | $38.56 | 11 |
2018 Q2 | 88.1K | $3.56M | -$5.38M | $40.38 | 16 |
2018 Q1 | 223K | $8.85M | +$1.76M | $39.65 | 17 |
2017 Q4 | 179K | $7.14M | -$9.35M | $39.88 | 16 |
2017 Q3 | 413K | $15.8M | -$1.06M | $38.11 | 14 |
2017 Q2 | 461K | $16.6M | +$1.92M | $36.08 | 18 |
2017 Q1 | 408K | $14.2M | -$3.92M | $34.85 | 18 |
2016 Q4 | 522K | $17.1M | +$1.36M | $32.72 | 18 |
2016 Q3 | 480K | $16.4M | -$96.5M | $34.28 | 19 |
2016 Q2 | 3.54M | $118M | -$15.7M | $33.25 | 25 |
2016 Q1 | 3.63M | $137M | -$38.5M | $37.66 | 28 |
2015 Q4 | 4.9M | $197M | -$12.4M | $40.14 | 29 |
2015 Q3 | 5.21M | $209M | -$55.9M | $40.11 | 27 |
2015 Q2 | 8.01M | $348M | +$241M | $43.49 | 29 |
2015 Q1 | 2.46M | $99.4M | +$19.5M | $40.42 | 23 |
2014 Q4 | 1.9M | $74.6M | -$79.7M | $39.31 | 24 |
2014 Q3 | 3.96M | $154M | +$120M | $38.93 | 23 |
2014 Q2 | 889K | $37.5M | +$5.61M | $42.22 | 16 |
2014 Q1 | 755K | $32.6M | +$11.4M | $43.22 | 15 |