| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 71% | +6.5% | $640,914,794 | +$27,947,995 | 13,490,103 | +4.6% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1.9% | 365,585 | -49% | 0% | $17,368,943 |
| RAYMOND JAMES FINANCIAL INC | 1.8% | 346,833 | -43% | 0.01% | $16,478,036 |
| Cetera Investment Advisers | 1.3% | 246,375 | -49% | 0.01% | $11,705,276 |
| Bleakley Financial Group, LLC | 1.2% | 238,148 | -7.6% | 0.26% | $11,314,411 |
| ASSETMARK, INC | 1.2% | 233,334 | +13% | 0.02% | $11,085,698 |
| OSAIC HOLDINGS, INC. | 0.98% | 186,436 | -0.98% | 0.01% | $8,755,232 |
| LPL Financial LLC | 0.91% | 174,512 | +16% | 0% | $8,291,065 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.68% | 129,831 | -11% | 0.01% | $6,168,000 |
| CWM, LLC | 0.49% | 93,628 | -47% | 0.01% | $4,448,000 |
| Capital Analysts, LLC | 0.46% | 87,146 | +4.5% | 0.12% | $4,141,000 |
| SOA Wealth Advisors, LLC. | 0.46% | 87,130 | 0% | 0.77% | $4,139,534 |
| Kestra Advisory Services, LLC | 0.45% | 86,866 | -8.6% | 0.02% | $4,127,004 |
| REAP Financial Group, LLC | 0.42% | 80,007 | -3.3% | 0.83% | $3,801,133 |
| Valtinson Bruner Financial Planning LLC | 0.39% | 74,084 | -1.3% | 1% | $3,519,731 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 0.38% | 72,875 | -0.12% | 0.53% | $3,462,291 |
| MML INVESTORS SERVICES, LLC | 0.31% | 59,833 | -21% | 0.01% | $2,842,666 |
| ROYAL BANK OF CANADA | 0.3% | 57,959 | -3% | 0% | $2,754,000 |
| OLD MISSION CAPITAL LLC | 0.23% | 44,426 | 0.08% | $2,110,679 | |
| Fragasso Financial Advisors Inc | 0.22% | 41,664 | +1.8% | 0.12% | $1,986,123 |
| TRUIST FINANCIAL CORP | 0.21% | 40,313 | -0.3% | 0% | $1,915,271 |
| Harvest Investment Services, LLC | 0.21% | 39,856 | -86% | 0.38% | $1,893,559 |
| INSIGNEO ADVISORY SERVICES, LLC | 0.2% | 38,708 | -2.7% | 0.13% | $1,839,017 |
| SMART Wealth LLC | 0.2% | 38,682 | -4.6% | 0.69% | $1,837,782 |
| Cambridge Investment Research Advisors, Inc. | 0.19% | 36,386 | -14% | 0% | $1,729,000 |
| Janney Montgomery Scott LLC | 0.19% | 36,162 | -26% | 0% | $1,718,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 43,551 | $2,136,285 | -$298,653 | 4,899.06% | 5 |
| 2025 Q3 | 3,778,381 | $179,103,096 | -$77,648,674 | 4,751% | 112 |
| 2025 Q2 | 5,413,263 | $242,259,672 | +$36,193,718 | 4,477% | 113 |
| 2025 Q1 | 4,618,775 | $191,696,654 | -$33,146,207 | 4,150% | 117 |
| 2024 Q4 | 5,362,756 | $228,606,627 | +$92,092,866 | 4,263% | 126 |
| 2024 Q3 | 2,432,778 | $102,757,590 | -$29,897,146 | 4,225.5% | 94 |
| 2024 Q2 | 3,016,324 | $125,262,085 | -$17,050,959 | 4,154% | 93 |
| 2024 Q1 | 3,558,396 | $144,360,539 | -$20,909,444 | 4,057% | 93 |
| 2023 Q4 | 137,038 | $5,329,421 | -$1,416,232 | 3,889.08% | 2 |
| 2023 Q3 | 1,901,353 | $69,440,747 | -$31,342,964 | 3,653% | 71 |
| 2023 Q2 | 2,207,291 | $83,236,559 | -$71,036,600 | 3,773.88% | 78 |
| 2023 Q1 | 4,191,160 | $146,852,900 | -$12,025,949 | 3,505% | 82 |
| 2022 Q4 | 4,566,802 | $150,623,646 | +$87,242,669 | 3,301% | 81 |
| 2022 Q3 | 1,434,010 | $44,211,281 | +$488,857 | 3,083.79% | 50 |
| 2022 Q2 | 1,458,615 | $45,991,677 | -$22,444,637 | 3,155.31% | 51 |
| 2022 Q1 | 2,031,433 | $70,459,816 | +$20,634,939 | 3,498.75% | 53 |
| 2021 Q4 | 1,433,212 | $51,132,238 | +$24,738,913 | 3,572% | 49 |
| 2021 Q3 | 475,664 | $16,429,814 | -$6,863,054 | 3,435.88% | 24 |
| 2021 Q2 | 741,469 | $25,223,983 | -$3,539,941 | 3,398.85% | 30 |
| 2021 Q1 | 840,699 | $27,721,824 | -$390,780 | 3,279.6% | 31 |
| 2020 Q4 | 871,191 | $27,638,929 | +$24,178,934 | 3,157.61% | 27 |
| 2020 Q3 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2020 Q2 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2020 Q1 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2019 Q4 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2019 Q3 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2019 Q2 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |
| 2019 Q1 | 65,965 | $2,241,000 | $0 | 3,397.26% | 1 |