| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 69% | +6.9% | $636,794,965 | -$8,173,197 | 12,039,988 | -1.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 2% | 346,305 | -6.8% | 0.03% | $18,058,902 |
| Cetera Investment Advisers | 2% | 341,392 | -55% | 0.02% | $18,056,249 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 251,703 | -45% | 0% | $13,312,572 |
| LPL Financial LLC | 1.4% | 245,046 | +9.6% | 0% | $12,960,485 |
| ASSETMARK, INC | 1.2% | 207,278 | +12% | 0.02% | $10,962,933 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.89% | 154,720 | -16% | 0.01% | $8,183,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.6% | 104,940 | -77% | 0% | $5,550,277 |
| Altman Advisors, Inc. | 0.54% | 94,521 | -17% | 1.4% | $3,525,436 |
| CWM, LLC | 0.49% | 85,610 | -49% | 0.01% | $4,528,000 |
| REAP Financial Group, LLC | 0.41% | 71,311 | -2.3% | 0.82% | $3,771,639 |
| MBL Wealth, LLC | 0.4% | 70,428 | +2% | 0.33% | $3,724,937 |
| DHJJ Financial Advisors, Ltd. | 0.35% | 61,394 | -1.7% | 1.1% | $3,247,129 |
| McKinley Carter Wealth Services, Inc. | 0.35% | 61,386 | 0% | 0.17% | $3,246,706 |
| Mariner, LLC | 0.32% | 56,467 | -8.2% | 0% | $2,986,540 |
| Cambridge Investment Research Advisors, Inc. | 0.32% | 56,013 | -5.2% | 0.01% | $2,963,000 |
| Kestra Advisory Services, LLC | 0.32% | 55,187 | -6.4% | 0.01% | $2,918,840 |
| ERn Financial, LLC | 0.31% | 53,557 | -4.1% | 0.56% | $2,832,647 |
| McCarthy & Cox | 0.3% | 53,069 | 0% | 0.64% | $2,806,819 |
| Keystone Wealth Services, LLC | 0.28% | 49,016 | -0.37% | 0.57% | $2,592,456 |
| Integrity Financial Corp /WA | 0.27% | 47,619 | -0.1% | 1.2% | $2,518,569 |
| Integrated Wealth Concepts LLC | 0.27% | 47,234 | -0.85% | 0.02% | $2,498,206 |
| Fragasso Financial Advisors Inc | 0.25% | 43,445 | -2.4% | 0.14% | $2,301,716 |
| Faithward Advisors, LLC | 0.25% | 43,328 | -6.7% | 0.34% | $2,291,618 |
| Steward Partners Investment Advisory, LLC | 0.25% | 43,109 | +0.34% | 0.01% | $2,280,035 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.21% | 36,866 | -0.31% | 0.64% | $1,949,843 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 86,928 | $4,779,253 | +$560,796 | 5,483.01% | 5 |
| 2025 Q3 | 3,839,168 | $201,226,841 | -$79,121,018 | 5,289% | 135 |
| 2025 Q2 | 5,389,113 | $268,022,615 | +$28,357,676 | 5,011% | 147 |
| 2025 Q1 | 4,822,520 | $223,915,417 | -$80,124,145 | 4,667.06% | 139 |
| 2024 Q4 | 6,431,717 | $306,341,447 | +$86,151,386 | 4,782% | 148 |
| 2024 Q3 | 4,352,648 | $204,993,685 | -$31,079,409 | 4,717.67% | 113 |
| 2024 Q2 | 4,919,733 | $226,058,491 | -$4,121,382 | 4,603.16% | 109 |
| 2024 Q1 | 5,091,837 | $227,215,771 | -$28,915,726 | 4,473.84% | 103 |
| 2023 Q4 | 149,512 | $6,356,327 | +$185,402 | 4,251.38% | 5 |
| 2023 Q3 | 4,286,959 | $166,572,928 | -$9,551,507 | 3,886.17% | 88 |
| 2023 Q2 | 4,022,064 | $161,932,047 | -$8,423,046 | 4,026.49% | 89 |
| 2023 Q1 | 4,646,129 | $174,602,618 | -$64,560,274 | 3,759.84% | 93 |
| 2022 Q4 | 5,080,198 | $180,704,435 | +$51,570,117 | 3,552% | 87 |
| 2022 Q3 | 3,899,106 | $128,708,939 | -$4,892,390 | 3,295.08% | 74 |
| 2022 Q2 | 4,102,966 | $139,631,291 | -$3,892,673 | 3,401.33% | 79 |
| 2022 Q1 | 3,742,702 | $141,381,193 | +$17,378,928 | 3,786.99% | 76 |
| 2021 Q4 | 3,749,802 | $146,006,211 | +$70,569,580 | 3,898% | 73 |
| 2021 Q3 | 1,906,851 | $72,659,524 | -$28,971,742 | 3,807.96% | 44 |
| 2021 Q2 | 2,667,524 | $100,764,748 | -$20,460,941 | 3,777.36% | 41 |
| 2021 Q1 | 3,218,878 | $117,899,771 | -$15,665,205 | 3,654.59% | 50 |
| 2020 Q4 | 3,435,698 | $120,981,108 | +$48,575,353 | 3,518.75% | 45 |
| 2020 Q3 | 2,109,830 | $68,652,238 | +$19,318,119 | 3,256.97% | 33 |
| 2020 Q2 | 1,582,423 | $48,646,688 | +$15,276,955 | 3,069.84% | 30 |
| 2020 Q1 | 1,022,255 | $27,897,000 | +$20,610,637 | 2,726.43% | 19 |
| 2019 Q4 | 156,084 | $4,896,000 | +$3,957,999 | 3,133.22% | 9 |
| 2019 Q3 | 906 | $34,000 | $0 | 3,752.76% | 1 |
| 2019 Q2 | 906 | $34,000 | $0 | 3,752.76% | 1 |
| 2019 Q1 | 906 | $34,000 | $0 | 3,752.76% | 1 |