Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
FIRST TRUST PORTFOLIOS LP | 68.25% | +4.85% | $536M | $11M | 12M | +2.09% | First Trust Portfolios L.P. | Mar 31, 2025 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 677K | $30.2M | -$7.58M | $44.55 | 26 |
2024 Q4 | 4.96M | $227M | -$12.8M | $45.70 | 127 |
2024 Q3 | 5.07M | $228M | +$82.1M | $44.94 | 111 |
2024 Q2 | 3.15M | $138M | -$8.21M | $43.76 | 94 |
2024 Q1 | 3.39M | $144M | -$12.3M | $42.50 | 92 |
2023 Q4 | 3.46M | $139M | +$1.04M | $40.24 | 93 |
2023 Q3 | 3.29M | $122M | -$12.5M | $37.08 | 85 |
2023 Q2 | 3.59M | $136M | -$30.4M | $37.98 | 75 |
2023 Q1 | 4.43M | $156M | +$2.63M | $35.36 | 82 |
2022 Q4 | 4.37M | $146M | +$48.5M | $33.47 | 75 |
2022 Q3 | 2.61M | $82.5M | +$52.6M | $31.56 | 68 |
2022 Q2 | 965K | $30.8M | -$4.08M | $31.92 | 42 |
2022 Q1 | 968K | $34M | -$5.85M | $35.34 | 45 |
2021 Q4 | 1.25M | $44.9M | +$17.4M | $36.01 | 45 |
2021 Q3 | 708K | $24M | +$12.1M | $33.93 | 30 |
2021 Q2 | 356K | $12.2M | +$1.43M | $34.22 | 16 |
2021 Q1 | 317K | $10.6M | -$3.03M | $33.30 | 17 |
2020 Q4 | 416K | $13.4M | +$8.21M | $32.26 | 19 |
2020 Q3 | 148K | $4.49M | +$2.51M | $30.10 | 10 |
2020 Q2 | 6.11K | $209K | $0 | $34.22 | 1 |
2020 Q1 | 6.11K | $209K | $0 | $34.22 | 1 |
2019 Q4 | 6.11K | $209K | $0 | $34.22 | 1 |
2019 Q3 | 6.11K | $209K | $0 | $34.22 | 1 |
2019 Q2 | 6.11K | $209K | $0 | $34.22 | 1 |
2019 Q1 | 6.11K | $209K | $0 | $34.22 | 1 |