| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 41.53% | -6% | $35.4M | $6.84M | 602K | +24% | First Trust Portfolios L.P. | Sep 30, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1.26M | $74M | +$16.7M | $58.78 | 29 |
| 2025 Q2 | 899K | $49.7M | +$1.86M | $55.26 | 27 |
| 2025 Q1 | 867K | $40.3M | +$24.2M | $46.48 | 20 |
| 2024 Q4 | 345K | $14M | -$43.8M | $40.51 | 18 |
| 2024 Q3 | 1.36M | $59.5M | +$8.78M | $43.73 | 22 |
| 2024 Q2 | 1.21M | $50.1M | +$38.5M | $41.49 | 19 |
| 2024 Q1 | 274K | $11.6M | -$2.38M | $42.42 | 14 |
| 2023 Q4 | 167K | $6.77M | +$1.78M | $40.63 | 17 |
| 2023 Q3 | 296K | $11M | +$229K | $37.24 | 16 |
| 2023 Q2 | 290K | $11.4M | +$629K | $39.38 | 18 |
| 2023 Q1 | 274K | $10.7M | -$394K | $39.13 | 15 |
| 2022 Q4 | 303K | $10.8M | -$2.76M | $35.75 | 16 |
| 2022 Q3 | 382K | $11.1M | -$3.51M | $29.03 | 16 |
| 2022 Q2 | 497K | $16.8M | -$5.46M | $33.68 | 17 |
| 2022 Q1 | 656K | $27.1M | -$40.2M | $41.28 | 20 |
| 2021 Q4 | 1.51M | $69.8M | +$53.6M | $46.09 | 20 |
| 2021 Q3 | 352K | $16.2M | -$3.11M | $46.00 | 16 |
| 2021 Q2 | 419K | $19.5M | +$1.57M | $46.49 | 18 |
| 2021 Q1 | 386K | $17.1M | -$1.16M | $44.45 | 18 |
| 2020 Q4 | 421K | $17.5M | -$1.84M | $41.35 | 20 |
| 2020 Q3 | 456K | $16.6M | -$1.92M | $36.44 | 17 |
| 2020 Q2 | 509K | $17.3M | -$12.1M | $33.94 | 17 |
| 2020 Q1 | 872K | $24.9M | -$195K | $28.53 | 19 |
| 2019 Q4 | 860K | $35.1M | -$1.28M | $40.86 | 24 |
| 2019 Q3 | 894K | $33.8M | -$7.27M | $37.82 | 25 |
| 2019 Q2 | 1.08M | $42.2M | +$6.76M | $39.10 | 23 |
| 2019 Q1 | 909K | $34.3M | -$1.37M | $37.75 | 26 |
| 2018 Q4 | 955K | $32.6M | -$2.58M | $34.17 | 28 |
| 2018 Q3 | 1.03M | $42.9M | +$5.47M | $41.70 | 23 |
| 2018 Q2 | 930K | $39M | +$4.64M | $41.77 | 24 |
| 2018 Q1 | 818K | $36.8M | +$20.4M | $44.95 | 24 |
| 2017 Q4 | 362K | $15.9M | +$6.33M | $43.90 | 20 |
| 2017 Q3 | 204K | $8.68M | +$2.59M | $42.50 | 16 |
| 2017 Q2 | 142K | $5.5M | +$813K | $38.78 | 13 |
| 2017 Q1 | 121K | $4.29M | +$619K | $35.47 | 11 |
| 2016 Q4 | 117K | $3.82M | -$1.16M | $32.58 | 11 |
| 2016 Q3 | 141K | $4.52M | +$76.9K | $32.09 | 12 |
| 2016 Q2 | 139K | $4.1M | -$410K | $29.49 | 13 |
| 2016 Q1 | 153K | $4.84M | -$1.01M | $31.58 | 14 |
| 2015 Q4 | 184K | $5.78M | -$283K | $31.43 | 13 |
| 2015 Q3 | 193K | $5.65M | -$28.8K | $29.29 | 10 |
| 2015 Q2 | 195K | $6.39M | -$126K | $32.72 | 8 |
| 2015 Q1 | 199K | $6.45M | -$328M | $32.38 | 7 |
| 2014 Q4 | 10.8M | $334M | +$333M | $30.72 | 11 |