Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
FIRST TRUST PORTFOLIOS LP | 40.65% | +32.4% | $59.6M | $2.36M | 2.22M | +4.13% | First Trust Portfolios L.P. | Jan 31, 2025 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 191K | $5.15M | -$2.8M | $26.89 | 8 |
2024 Q4 | 3.27M | $85.1M | -$22.6M | $25.98 | 70 |
2024 Q3 | 4.24M | $123M | -$9.7M | $28.98 | 66 |
2024 Q2 | 4.62M | $126M | +$14.4M | $27.17 | 65 |
2024 Q1 | 4.07M | $115M | +$6.96M | $28.17 | 57 |
2023 Q4 | 3.31M | $96.3M | +$11.3M | $29.13 | 48 |
2023 Q3 | 3.11M | $84.1M | +$8.32M | $27.05 | 48 |
2023 Q2 | 2.81M | $80.7M | -$1.06M | $28.68 | 45 |
2023 Q1 | 2.85M | $79M | +$23.7M | $27.70 | 44 |
2022 Q4 | 1.95M | $51.2M | +$3.88M | $26.25 | 45 |
2022 Q3 | 1.84M | $45.3M | -$32.2M | $24.51 | 36 |
2022 Q2 | 3.11M | $83.1M | -$54.4M | $26.71 | 56 |
2022 Q1 | 5.07M | $153M | +$31.3M | $30.15 | 61 |
2021 Q4 | 4.09M | $127M | +$1.87M | $31.17 | 62 |
2021 Q3 | 3.94M | $128M | -$22.3M | $32.58 | 62 |
2021 Q2 | 4.6M | $161M | +$4.05M | $34.83 | 65 |
2021 Q1 | 4.49M | $154M | +$42M | $34.39 | 60 |
2020 Q4 | 3.14M | $119M | +$22.2M | $38.06 | 55 |
2020 Q3 | 2.31M | $78.9M | +$21.3M | $34.21 | 45 |
2020 Q2 | 1.67M | $57.9M | -$27.3M | $34.58 | 42 |
2020 Q1 | 2.55M | $80.5M | +$6.05M | $31.63 | 46 |
2019 Q4 | 2.21M | $86.2M | +$9.15M | $39.07 | 46 |
2019 Q3 | 1.9M | $72.4M | +$18.2M | $38.05 | 36 |
2019 Q2 | 1.46M | $56.4M | +$5.83M | $38.73 | 37 |
2019 Q1 | 1.31M | $49.8M | +$15.3M | $37.88 | 35 |
2018 Q4 | 836K | $30.9M | +$10.5M | $37.02 | 35 |
2018 Q3 | 532K | $19.5M | -$7.85M | $36.60 | 28 |
2018 Q2 | 766K | $28.9M | -$4.16M | $37.52 | 27 |
2018 Q1 | 880K | $37.6M | +$11.9M | $42.73 | 33 |
2017 Q4 | 613K | $25.9M | -$8.28M | $42.17 | 27 |
2017 Q3 | 793K | $34.4M | +$1.93M | $43.29 | 22 |
2017 Q2 | 775K | $32.5M | +$12.3M | $42.25 | 19 |
2017 Q1 | 481K | $20.3M | +$2.53M | $42.27 | 13 |
2016 Q4 | 426K | $17.1M | +$2.8M | $40.15 | 14 |
2016 Q3 | 351K | $15M | +$12.6M | $42.82 | 14 |
2016 Q2 | 57.5K | $2.44M | +$1.27M | $42.54 | 6 |
2016 Q1 | 28.5K | $1.2M | +$827K | $42.23 | 6 |
2015 Q4 | 7.96K | $315K | -$40 | $39.55 | 3 |
2015 Q3 | 7.96K | $321K | +$45K | $40.30 | 3 |
2015 Q2 | 6.88K | $300K | +$289K | $43.64 | 3 |
2015 Q1 | 268 | $12K | +$1K | $40.77 | 2 |
2014 Q4 | 240 | $11K | +$11K | $45.83 | 1 |