Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
FIRST TRUST PORTFOLIOS LP | 20.85% | +8.53% | $31.8M | $3.15M | 6.5M | +11% | First Trust Portfolios L.P. | Jun 30, 2025 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q3 | 114K | $575K | +$24.2K | $5.05 | 4 |
2025 Q2 | 2.58M | $13M | -$2.88M | $5.05 | 32 |
2025 Q1 | 3.15M | $15.9M | +$1.77M | $5.06 | 30 |
2024 Q4 | 2.82M | $13.2M | +$673K | $4.70 | 33 |
2024 Q3 | 2.66M | $13.9M | +$449K | $5.24 | 30 |
2024 Q2 | 2.57M | $13.5M | +$488K | $5.27 | 29 |
2024 Q1 | 2.5M | $13.5M | -$2.3M | $5.41 | 33 |
2023 Q4 | 2.22M | $9.6M | +$5.73M | $4.31 | 39 |
2023 Q3 | 878K | $3.88M | -$51.6K | $4.42 | 24 |
2023 Q2 | 2.05M | $9.24M | -$364K | $4.51 | 25 |
2023 Q1 | 2.12M | $9.61M | +$44.8K | $4.57 | 28 |
2022 Q4 | 2.13M | $8.87M | +$388K | $4.16 | 27 |
2022 Q3 | 2.06M | $7.59M | +$75.5K | $3.69 | 25 |
2022 Q2 | 2.04M | $8.96M | +$230K | $4.40 | 25 |
2022 Q1 | 1.97M | $12.8M | +$135K | $6.53 | 25 |
2021 Q4 | 1.94M | $12.9M | +$6.16M | $6.66 | 29 |
2021 Q3 | 1.13M | $8.41M | +$688K | $7.45 | 25 |
2021 Q2 | 1.03M | $8.83M | +$677K | $8.54 | 25 |
2021 Q1 | 956K | $8.04M | -$179K | $8.42 | 29 |
2020 Q4 | 988K | $7.97M | -$425K | $8.08 | 27 |
2020 Q3 | 1.01M | $6.57M | +$599K | $6.48 | 27 |
2020 Q2 | 852K | $6.01M | -$1.2M | $7.05 | 25 |
2020 Q1 | 1.01M | $7.48M | +$1.01M | $7.43 | 23 |
2019 Q4 | 915K | $12.6M | -$1.01M | $13.78 | 21 |
2019 Q3 | 989K | $13M | -$1.45M | $13.11 | 20 |
2019 Q2 | 1.09M | $15.3M | +$672K | $14.00 | 23 |
2019 Q1 | 1.04M | $13.6M | -$1.71M | $13.04 | 24 |
2018 Q4 | 1.18M | $13.2M | -$3.29M | $11.15 | 26 |
2018 Q3 | 1.4M | $18.2M | +$1.45M | $13.03 | 29 |
2018 Q2 | 1.28M | $16.9M | -$12.8K | $13.17 | 25 |
2018 Q1 | 1.3M | $20.6M | -$210K | $15.92 | 24 |
2017 Q4 | 1.31M | $20.8M | -$366K | $15.91 | 28 |
2017 Q3 | 1.31M | $22.1M | -$1.53M | $16.88 | 22 |
2017 Q2 | 1.41M | $22.3M | -$818K | $15.88 | 24 |
2017 Q1 | 1.46M | $23M | -$75.1K | $15.82 | 22 |
2016 Q4 | 1.46M | $21.4M | -$1.61M | $14.64 | 20 |
2016 Q3 | 1.57M | $24.9M | -$2.67M | $15.91 | 23 |
2016 Q2 | 1.74M | $24.6M | -$1.01M | $14.18 | 23 |
2016 Q1 | 1.84M | $23.5M | -$3.95M | $12.78 | 28 |
2015 Q4 | 2.16M | $26M | +$1.05M | $12.04 | 31 |
2015 Q3 | 2.07M | $24.7M | -$4.36M | $11.92 | 29 |
2015 Q2 | 2.4M | $36.1M | +$798K | $15.03 | 28 |
2015 Q1 | 2.43M | $37.7M | -$3.93M | $15.51 | 26 |
2014 Q4 | 2.6M | $40.3M | +$75.5K | $15.52 | 31 |
2014 Q3 | 2.61M | $50.4M | +$3.95M | $19.31 | 23 |
2014 Q2 | 2.4M | $50.7M | +$3.26M | $21.08 | 22 |
2014 Q1 | 2.3M | $42.6M | -$6.23M | $18.50 | 22 |