| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 20.76% | +9.58% | $114M | $10M | 8.5M | +9.63% | First Trust Portfolios L.P. | Mar 31, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q1 | 775K | $10.4M | +$744K | $13.42 | 11 |
| 2024 Q4 | 11.7M | $144M | -$7.07M | $12.32 | 81 |
| 2024 Q3 | 12.2M | $156M | -$18.3M | $12.78 | 72 |
| 2024 Q2 | 13.7M | $163M | -$9.98M | $11.88 | 72 |
| 2024 Q1 | 14.6M | $174M | -$7.96M | $11.96 | 74 |
| 2023 Q4 | 11.8M | $134M | -$3.17M | $11.36 | 76 |
| 2023 Q3 | 11M | $118M | +$3.12M | $10.78 | 75 |
| 2023 Q2 | 16.3M | $179M | -$10.6M | $10.97 | 72 |
| 2023 Q1 | 17.3M | $189M | -$6.1M | $10.97 | 85 |
| 2022 Q4 | 17.8M | $194M | +$4.53M | $10.84 | 87 |
| 2022 Q3 | 17.4M | $184M | -$10.8M | $10.58 | 76 |
| 2022 Q2 | 18M | $207M | +$54.7M | $11.47 | 78 |
| 2022 Q1 | 18.5M | $247M | -$1.99M | $13.37 | 84 |
| 2021 Q4 | 19M | $287M | -$8.8M | $15.09 | 85 |
| 2021 Q3 | 19.4M | $299M | -$13.2M | $15.40 | 82 |
| 2021 Q2 | 20.3M | $323M | -$3.01M | $15.94 | 80 |
| 2021 Q1 | 20.3M | $304M | +$7.5M | $14.92 | 82 |
| 2020 Q4 | 19.1M | $277M | -$10.2M | $14.53 | 78 |
| 2020 Q3 | 20.4M | $270M | -$7.09M | $13.25 | 72 |
| 2020 Q2 | 20.9M | $267M | +$1.88M | $12.72 | 63 |
| 2020 Q1 | 20.5M | $228M | +$24.1M | $11.06 | 61 |
| 2019 Q4 | 19.4M | $292M | +$6.57M | $15.02 | 60 |
| 2019 Q3 | 19.3M | $278M | -$178K | $14.37 | 66 |
| 2019 Q2 | 19.3M | $279M | -$1.85M | $14.45 | 67 |
| 2019 Q1 | 19.4M | $270M | +$3.11M | $13.94 | 72 |
| 2018 Q4 | 19.4M | $251M | +$33.2M | $12.92 | 78 |
| 2018 Q3 | 16.8M | $232M | +$37.3M | $13.87 | 76 |
| 2018 Q2 | 13.8M | $189M | +$189M | $13.66 | 71 |
| 2016 Q1 | 465 | $6K | $0 | $12.90 | 1 |