| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 69.14% | -6.39% | $555M | $9.13M | 13.5M | +1.67% | First Trust Portfolios L.P. | Jun 30, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 32.1K | $1.4M | -$56K | $43.55 | 1 |
| 2025 Q2 | 4.46M | $188M | +$45.1M | $42.19 | 125 |
| 2025 Q1 | 3.38M | $138M | -$15M | $40.89 | 109 |
| 2024 Q4 | 3.76M | $155M | -$10.2M | $41.29 | 110 |
| 2024 Q3 | 3.87M | $157M | -$29.4M | $40.43 | 98 |
| 2024 Q2 | 4.57M | $178M | +$45M | $39.02 | 98 |
| 2024 Q1 | 3.5M | $127M | -$136M | $36.44 | 82 |
| 2023 Q4 | 87.6K | $3.06M | -$1.41M | $34.95 | 2 |
| 2023 Q3 | 5.66M | $183M | -$18.4M | $32.26 | 81 |
| 2023 Q2 | 6.19M | $203M | +$41M | $32.81 | 80 |
| 2023 Q1 | 4.9M | $151M | -$2.74M | $30.89 | 66 |
| 2022 Q4 | 4.97M | $145M | -$4.79M | $29.25 | 66 |
| 2022 Q3 | 5.05M | $139M | +$27.7M | $27.59 | 69 |
| 2022 Q2 | 4.08M | $116M | +$37.2M | $28.39 | 61 |
| 2022 Q1 | 2.12M | $68.6M | -$5.63M | $32.35 | 40 |
| 2021 Q4 | 2.34M | $76.3M | -$1.63M | $32.61 | 47 |
| 2021 Q3 | 2.31M | $71.5M | -$5.16M | $30.86 | 43 |
| 2021 Q2 | 2.47M | $76.2M | +$55.1M | $30.78 | 43 |
| 2021 Q1 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2020 Q4 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2020 Q3 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2020 Q2 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2020 Q1 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2019 Q4 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2019 Q3 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2019 Q2 | 7.4K | $228K | $0 | $30.81 | 1 |
| 2019 Q1 | 7.4K | $228K | $0 | $30.81 | 1 |