| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.65% | $42.5M | 2.72M | First Trust Portfolios L.P. | Jun 30, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1.9M | $26.5M | +$962K | $16.89 | 30 |
| 2025 Q2 | 10M | $163M | +$8.35M | $16.29 | 111 |
| 2025 Q1 | 9.69M | $154M | -$5.93M | $15.93 | 113 |
| 2024 Q4 | 9.95M | $155M | +$14.4M | $15.53 | 117 |
| 2024 Q3 | 8.89M | $146M | -$1.95M | $16.41 | 108 |
| 2024 Q2 | 9.09M | $134M | +$2.16M | $14.79 | 107 |
| 2024 Q1 | 9.03M | $134M | -$2.8M | $14.85 | 115 |
| 2023 Q4 | 8.4M | $117M | +$14.2M | $13.90 | 117 |
| 2023 Q3 | 7.55M | $98M | +$8.07M | $12.97 | 107 |
| 2023 Q2 | 6.91M | $95M | +$1.51M | $13.74 | 94 |
| 2023 Q1 | 6.34M | $87.9M | +$1.79M | $13.84 | 96 |
| 2022 Q4 | 6.23M | $93.7M | +$7.55M | $15.02 | 98 |
| 2022 Q3 | 6.1M | $90.5M | +$3.84M | $14.85 | 91 |
| 2022 Q2 | 5.75M | $96.4M | -$7.13M | $16.77 | 99 |
| 2022 Q1 | 6.27M | $123M | +$276K | $19.68 | 97 |
| 2021 Q4 | 6.11M | $133M | -$2.25M | $21.72 | 109 |
| 2021 Q3 | 6.27M | $140M | +$13.1M | $22.27 | 104 |
| 2021 Q2 | 5.43M | $123M | -$4.79M | $22.72 | 94 |
| 2021 Q1 | 5.85M | $137M | -$115K | $23.43 | 103 |
| 2020 Q4 | 5.77M | $135M | +$1.3M | $23.43 | 100 |
| 2020 Q3 | 5.63M | $118M | -$9.88M | $20.96 | 94 |
| 2020 Q2 | 6.08M | $122M | -$687K | $20.11 | 83 |
| 2020 Q1 | 6.12M | $102M | -$1.69M | $16.70 | 91 |
| 2019 Q4 | 5.76M | $125M | +$3.35M | $21.69 | 101 |
| 2019 Q3 | 6.01M | $126M | +$2.14M | $20.95 | 87 |
| 2019 Q2 | 5.88M | $117M | -$1.64M | $19.93 | 91 |
| 2019 Q1 | 6.14M | $116M | -$14.6M | $18.91 | 93 |
| 2018 Q4 | 6.73M | $113M | +$3.19M | $16.73 | 87 |
| 2018 Q3 | 5.65M | $103M | -$1.98M | $18.22 | 80 |
| 2018 Q2 | 5.83M | $110M | +$13.1M | $18.92 | 74 |
| 2018 Q1 | 5.13M | $97.5M | +$12.6M | $19.00 | 77 |
| 2017 Q4 | 4.55M | $93M | -$4.31M | $20.46 | 76 |
| 2017 Q3 | 4.6M | $98.3M | +$4.24M | $21.40 | 62 |
| 2017 Q2 | 4.41M | $96.6M | -$4.96M | $21.97 | 67 |
| 2017 Q1 | 4.65M | $95.6M | +$3.58M | $20.55 | 71 |
| 2016 Q4 | 4.45M | $84M | -$3.57M | $18.84 | 77 |
| 2016 Q3 | 4.6M | $95M | -$8.14M | $20.80 | 65 |
| 2016 Q2 | 5.03M | $109M | -$4.54M | $21.66 | 68 |
| 2016 Q1 | 5.13M | $104M | -$3.47M | $20.35 | 73 |
| 2015 Q4 | 4.72M | $94.5M | +$20.7M | $20.05 | 76 |
| 2015 Q3 | 4.26M | $80.1M | -$2.46M | $18.75 | 77 |
| 2015 Q2 | 4.53M | $84.8M | -$1.02M | $18.66 | 75 |
| 2015 Q1 | 4.73M | $96.2M | -$6.72M | $20.34 | 71 |
| 2014 Q4 | 4.84M | $92.4M | +$1.44M | $19.05 | 70 |
| 2014 Q3 | 5.28M | $102M | +$5.43M | $19.31 | 66 |
| 2014 Q2 | 4.97M | $97.5M | +$11.1M | $19.60 | 60 |
| 2014 Q1 | 4.42M | $85.1M | -$298K | $19.23 | 63 |