| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 10.63% | $66M | 5.23M | First Trust Portfolios L.P. | Jul 31, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 5.79M | $77.2M | -$1.54M | $13.34 | 87 |
| 2025 Q2 | 5.95M | $78.4M | -$8.88M | $13.17 | 89 |
| 2025 Q1 | 6.66M | $87M | +$4.51M | $13.08 | 88 |
| 2024 Q4 | 6.23M | $79.3M | +$2.87M | $12.74 | 81 |
| 2024 Q3 | 5.86M | $77.5M | -$6.27M | $13.22 | 85 |
| 2024 Q2 | 6.4M | $75.4M | +$3.31M | $11.78 | 87 |
| 2024 Q1 | 6.12M | $71.3M | -$5.07M | $11.65 | 90 |
| 2023 Q4 | 4.11K | $43.8K | $10.65 | 1 | |
| 2023 Q3 | 5.73M | $55.1M | +$14.2M | $9.62 | 85 |
| 2023 Q2 | 3.98M | $46.9M | +$3.92M | $11.78 | 75 |
| 2023 Q1 | 3.87M | $48M | +$6.88M | $12.39 | 74 |
| 2022 Q4 | 3.39M | $43.9M | +$2.32M | $12.94 | 81 |
| 2022 Q3 | 2.96M | $40.1M | +$2.47M | $13.54 | 61 |
| 2022 Q2 | 2.77M | $38.8M | +$1.43M | $14.02 | 66 |
| 2022 Q1 | 2.74M | $45M | +$4.39K | $16.41 | 69 |
| 2021 Q4 | 2.74M | $45.8M | +$2.15M | $16.71 | 70 |
| 2021 Q3 | 2.61M | $43.4M | +$181K | $16.62 | 68 |
| 2021 Q2 | 2.62M | $44.4M | -$3.08M | $16.94 | 71 |
| 2021 Q1 | 2.84M | $42.5M | -$23M | $14.93 | 76 |
| 2020 Q4 | 4.39M | $62.2M | +$10.6M | $14.17 | 80 |
| 2020 Q3 | 3.43M | $42.7M | +$4.62M | $12.45 | 72 |
| 2020 Q2 | 2.98M | $39.7M | +$2.82M | $13.30 | 65 |
| 2020 Q1 | 2.69M | $32.8M | -$3.05M | $12.19 | 69 |
| 2019 Q4 | 2.9M | $52.1M | +$2.75M | $17.99 | 74 |
| 2019 Q3 | 2.63M | $47.6M | -$718K | $18.11 | 64 |
| 2019 Q2 | 2.64M | $44.8M | -$948K | $16.96 | 64 |
| 2019 Q1 | 2.69M | $44.8M | +$1.06M | $16.64 | 66 |
| 2018 Q4 | 2.63M | $36.4M | -$1.3M | $13.86 | 69 |
| 2018 Q3 | 2.62M | $42.6M | -$2.09M | $16.23 | 65 |
| 2018 Q2 | 2.74M | $45M | -$2.73M | $16.45 | 65 |
| 2018 Q1 | 2.88M | $43.8M | -$5.22M | $15.18 | 65 |
| 2017 Q4 | 3.31M | $56.8M | -$2.41M | $17.13 | 70 |
| 2017 Q3 | 3.25M | $54.9M | +$756K | $16.87 | 59 |
| 2017 Q2 | 3.2M | $53.5M | -$5.86M | $16.75 | 59 |
| 2017 Q1 | 3.56M | $56.7M | -$2.96M | $15.91 | 62 |
| 2016 Q4 | 3.66M | $57.4M | -$2.91M | $15.65 | 62 |
| 2016 Q3 | 3.58M | $58.6M | -$2.98M | $16.40 | 63 |
| 2016 Q2 | 4.1M | $69.6M | -$7.51M | $16.96 | 61 |
| 2016 Q1 | 4.48M | $67.8M | +$734K | $15.12 | 65 |
| 2015 Q4 | 4.45M | $61.1M | -$2.3M | $13.71 | 69 |
| 2015 Q3 | 4.56M | $57.4M | -$1.47M | $12.56 | 66 |
| 2015 Q2 | 4.28M | $56.1M | -$6.14M | $13.10 | 61 |
| 2015 Q1 | 5.03M | $70M | -$8.41M | $13.90 | 68 |
| 2014 Q4 | 5.64M | $77.5M | -$16.8M | $13.75 | 68 |
| 2014 Q3 | 6.76M | $88.9M | +$2.93M | $13.15 | 64 |
| 2014 Q2 | 6.58M | $89.4M | +$3.42M | $13.59 | 65 |
| 2014 Q1 | 6.32M | $81.8M | -$3.07M | $12.95 | 54 |