| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.37% | $25M | 1.9M | First Trust Portfolios L.P. | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 7.8M | $95.1M | +$4.04M | $12.98 | 76 |
| 2025 Q2 | 7.21M | $94.7M | +$1.41M | $13.14 | 79 |
| 2025 Q1 | 7.14M | $92.3M | -$15.3M | $12.92 | 84 |
| 2024 Q4 | 8.33M | $114M | +$4.65M | $13.75 | 88 |
| 2024 Q3 | 7.73M | $102M | +$9.52M | $13.20 | 85 |
| 2024 Q2 | 6.97M | $90.2M | -$13.1M | $12.94 | 81 |
| 2024 Q1 | 8.02M | $103M | -$10.8M | $12.92 | 89 |
| 2023 Q4 | 8.86M | $112M | -$5.62M | $12.66 | 86 |
| 2023 Q3 | 8.99M | $113M | -$8.32M | $12.62 | 76 |
| 2023 Q2 | 9.65M | $118M | -$9.55M | $12.21 | 77 |
| 2023 Q1 | 10.5M | $122M | -$1.42M | $11.70 | 86 |
| 2022 Q4 | 10.6M | $120M | +$11.3M | $11.26 | 96 |
| 2022 Q3 | 9.8M | $108M | +$6.87M | $11.01 | 86 |
| 2022 Q2 | 9.2M | $105M | +$14.7M | $11.39 | 91 |
| 2022 Q1 | 8.15M | $106M | -$5.12M | $13.02 | 86 |
| 2021 Q4 | 8.45M | $114M | -$16.1M | $13.43 | 80 |
| 2021 Q3 | 9.39M | $125M | -$7.89M | $13.36 | 80 |
| 2021 Q2 | 9.98M | $132M | -$17M | $13.25 | 85 |
| 2021 Q1 | 11.3M | $147M | -$33.7M | $13.00 | 89 |
| 2020 Q4 | 13.9M | $169M | +$6.71M | $12.11 | 90 |
| 2020 Q3 | 13.2M | $152M | -$5.07M | $11.50 | 87 |
| 2020 Q2 | 13.7M | $153M | +$16.1M | $11.18 | 90 |
| 2020 Q1 | 12.3M | $123M | +$52.2K | $10.01 | 97 |
| 2019 Q4 | 11.9M | $160M | +$897K | $13.44 | 107 |
| 2019 Q3 | 11.8M | $149M | -$6.08M | $12.62 | 92 |
| 2019 Q2 | 12.2M | $157M | +$27.6M | $12.83 | 88 |
| 2019 Q1 | 10.1M | $126M | -$2.47M | $12.50 | 93 |
| 2018 Q4 | 10.6M | $127M | +$16.3M | $11.90 | 99 |
| 2018 Q3 | 9.06M | $125M | -$1.13M | $13.79 | 96 |
| 2018 Q2 | 9.14M | $127M | -$6M | $13.90 | 90 |
| 2018 Q1 | 9.57M | $139M | -$13.8M | $14.53 | 86 |
| 2017 Q4 | 10.4M | $144M | -$2.1M | $13.79 | 89 |
| 2017 Q3 | 10.5M | $150M | +$11M | $14.36 | 70 |
| 2017 Q2 | 9.69M | $136M | -$3.86M | $14.08 | 69 |
| 2017 Q1 | 9.78M | $142M | -$25M | $14.49 | 67 |
| 2016 Q4 | 11.7M | $168M | -$13.2M | $14.41 | 74 |
| 2016 Q3 | 12.5M | $173M | +$12.6M | $13.86 | 73 |
| 2016 Q2 | 11.7M | $154M | -$7.46M | $13.15 | 77 |
| 2016 Q1 | 12.1M | $157M | +$992K | $13.07 | 80 |
| 2015 Q4 | 12M | $155M | +$14.4M | $12.90 | 81 |
| 2015 Q3 | 10M | $129M | +$17.1M | $12.94 | 68 |
| 2015 Q2 | 8.99M | $122M | +$12.3K | $13.52 | 65 |
| 2015 Q1 | 8.91M | $124M | +$2.16M | $13.90 | 68 |
| 2014 Q4 | 9.06M | $121M | +$14.7M | $13.39 | 74 |
| 2014 Q3 | 7.81M | $110M | +$1.2M | $14.06 | 60 |
| 2014 Q2 | 7.72M | $113M | +$2.11M | $14.65 | 66 |
| 2014 Q1 | 7.57M | $110M | +$2.13M | $14.57 | 62 |