| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 65.61% | -3.5% | $732,445,007 | -$9,539,140 | 7,413,411 | -1.3% | First Trust Portfolios L.P. | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 10,416,290 | $1,030,428,838 | -$4,583,963 | $98.93 | 76 |
| 2025 Q2 | 10,502,467 | $1,037,623,590 | +$965,477,095 | $98.8 | 71 |
| 2025 Q1 | 681,025 | $63,860,345 | -$2,344,181 | $93.82 | 44 |
| 2024 Q4 | 706,270 | $65,774,542 | -$11,983,689 | $93.11 | 44 |
| 2024 Q3 | 809,189 | $75,300,244 | -$14,299,733 | $93.06 | 41 |
| 2024 Q2 | 965,537 | $85,006,598 | -$11,064,315 | $88.04 | 42 |
| 2024 Q1 | 1,090,126 | $99,256,001 | -$29,495,003 | $91.05 | 46 |
| 2023 Q4 | 1,415,913 | $124,793,158 | -$927,600 | $88.13 | 50 |
| 2023 Q3 | 1,427,176 | $116,114,337 | -$22,599,646 | $81.36 | 47 |
| 2023 Q2 | 1,701,881 | $143,537,480 | +$34,566,849 | $84.34 | 49 |
| 2023 Q1 | 1,286,260 | $106,056,067 | +$14,908,816 | $82.45 | 43 |
| 2022 Q4 | 1,088,983 | $83,784,648 | -$3,114,525 | $76.33 | 38 |
| 2022 Q3 | 1,137,792 | $79,571,000 | +$10,497,730 | $69.85 | 36 |
| 2022 Q2 | 987,078 | $69,643,000 | +$2,922,079 | $70.53 | 35 |
| 2022 Q1 | 944,054 | $78,198,000 | +$3,705,213 | $83.04 | 32 |
| 2021 Q4 | 899,072 | $79,689,000 | -$11,524,551 | $88.64 | 37 |
| 2021 Q3 | 1,059,142 | $91,010,000 | -$3,304,535 | $85.92 | 36 |
| 2021 Q2 | 1,097,600 | $94,680,000 | -$6,566,527 | $86.24 | 40 |
| 2021 Q1 | 1,173,872 | $94,224,000 | -$9,696,504 | $80.27 | 36 |
| 2020 Q4 | 1,294,695 | $102,820,000 | +$9,291,063 | $79.41 | 36 |
| 2020 Q3 | 1,167,537 | $79,987,000 | +$7,708,419 | $68.51 | 33 |
| 2020 Q2 | 1,055,465 | $66,327,000 | -$9,429,066 | $62.84 | 29 |
| 2020 Q1 | 1,207,847 | $59,347,000 | +$2,883,222 | $49.13 | 27 |
| 2019 Q4 | 1,146,205 | $66,754,586 | +$2,655,638 | $58.24 | 28 |
| 2019 Q3 | 1,118,231 | $59,548,000 | -$2,506,305 | $53.39 | 25 |
| 2019 Q2 | 1,163,682 | $63,339,000 | +$2,770,262 | $54.59 | 28 |
| 2019 Q1 | 1,123,535 | $59,110,000 | +$2,643,358 | $52.75 | 28 |
| 2018 Q4 | 1,073,791 | $49,019,000 | -$4,434,026 | $45.67 | 30 |
| 2018 Q3 | 1,169,848 | $62,076,000 | +$2,886,366 | $53.06 | 27 |
| 2018 Q2 | 1,182,287 | $57,342,000 | -$7,241,273 | $50.22 | 33 |
| 2018 Q1 | 1,263,330 | $61,077,000 | -$2,456,835 | $48.35 | 32 |
| 2017 Q4 | 1,314,028 | $63,874,000 | +$1,120,624 | $48.61 | 32 |
| 2017 Q3 | 1,290,824 | $60,423,000 | -$1,238,726 | $46.81 | 30 |
| 2017 Q2 | 1,323,107 | $61,123,000 | -$1,687,765 | $46.2 | 32 |
| 2017 Q1 | 1,360,286 | $60,778,000 | -$5,913,956 | $44.68 | 32 |
| 2016 Q4 | 1,506,039 | $60,870,000 | -$6,454,018 | $40.41 | 32 |
| 2016 Q3 | 1,666,893 | $67,549,000 | -$16,058,545 | $40.49 | 36 |
| 2016 Q2 | 2,086,509 | $81,030,000 | -$23,596,981 | $38.82 | 39 |
| 2016 Q1 | 2,667,441 | $105,063,001 | +$2,808,271 | $39.41 | 43 |
| 2015 Q4 | 2,619,399 | $108,539,000 | +$23,950,520 | $41.47 | 39 |
| 2015 Q3 | 2,042,879 | $78,222,000 | +$4,027,234 | $38.28 | 34 |
| 2015 Q2 | 1,953,148 | $81,853,971 | +$2,902,336 | $41.88 | 30 |
| 2015 Q1 | 1,883,837 | $78,115,009 | +$1,050,117 | $41.44 | 27 |
| 2014 Q4 | 1,860,318 | $73,286,280 | +$9,479,111 | $40 | 24 |
| 2014 Q3 | 1,550,017 | $57,359,484 | -$4,270,382 | $36.98 | 23 |
| 2014 Q2 | 1,667,412 | $60,165,317 | +$224,627 | $36.06 | 26 |
| 2014 Q1 | 1,703,962 | $57,508,578 | +$4,880,404 | $34.58 | 28 |