| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 47.48% | +9% | $34,902,843 | +$6,758,944 | 593,503 | +24% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 925,895 | $54,441,406 | +$8,317,607 | $58.81 | 22 |
| 2025 Q2 | 785,878 | $44,292,546 | +$32,543,175 | $56.36 | 20 |
| 2025 Q1 | 205,757 | $9,446,227 | +$2,990,051 | $45.91 | 15 |
| 2024 Q4 | 141,862 | $5,448,721 | -$1,673,784 | $38.41 | 12 |
| 2024 Q3 | 183,335 | $7,321,488 | +$458,797 | $39.93 | 12 |
| 2024 Q2 | 174,022 | $6,430,652 | -$2,203,668 | $36.89 | 11 |
| 2024 Q1 | 231,449 | $9,260,113 | -$2,305,023 | $40.1 | 12 |
| 2023 Q4 | 297,741 | $11,571,803 | -$4,858,589 | $38.89 | 15 |
| 2023 Q3 | 425,558 | $15,407,501 | -$6,417,784 | $36.2 | 15 |
| 2023 Q2 | 594,546 | $20,427,676 | +$11,153,071 | $38.84 | 17 |
| 2023 Q1 | 261,049 | $10,141,094 | -$5,793,014 | $38.26 | 16 |
| 2022 Q4 | 391,173 | $11,512,368 | -$1,480,770 | $35.32 | 20 |
| 2022 Q3 | 443,435 | $10,650,000 | +$1,549,281 | $28.31 | 19 |
| 2022 Q2 | 340,003 | $11,545,000 | -$3,787,195 | $33.73 | 18 |
| 2022 Q1 | 451,433 | $19,768,000 | -$56,245,835 | $43.9 | 21 |
| 2021 Q4 | 1,544,294 | $82,843,363 | -$2,852,350 | $53.67 | 24 |
| 2021 Q3 | 1,508,479 | $82,823,000 | -$8,343,642 | $54.9 | 22 |
| 2021 Q2 | 1,661,967 | $94,793,000 | -$631,078 | $57.04 | 23 |
| 2021 Q1 | 1,673,637 | $90,068,000 | +$2,642,739 | $53.82 | 21 |
| 2020 Q4 | 1,625,405 | $83,338,000 | +$514,820 | $51.28 | 21 |
| 2020 Q3 | 1,618,896 | $71,771,000 | -$9,661,346 | $44.3 | 20 |
| 2020 Q2 | 1,844,301 | $74,686,681 | -$12,541,585 | $40.5 | 20 |
| 2020 Q1 | 2,154,255 | $67,439,695 | -$31,606,893 | $31.31 | 22 |
| 2019 Q4 | 3,098,549 | $137,572,832 | +$5,877,890 | $44.42 | 30 |
| 2019 Q3 | 2,966,613 | $118,459,000 | -$14,979,708 | $39.94 | 29 |
| 2019 Q2 | 3,347,482 | $140,056,000 | -$5,863,726 | $41.83 | 33 |
| 2019 Q1 | 3,521,722 | $145,118,000 | +$10,033,368 | $41.2 | 32 |
| 2018 Q4 | 3,278,824 | $123,562,000 | -$43,138,734 | $37.69 | 32 |
| 2018 Q3 | 4,421,908 | $204,831,000 | -$20,984,368 | $46.33 | 34 |
| 2018 Q2 | 4,876,191 | $224,682,000 | +$125,461 | $46.07 | 33 |
| 2018 Q1 | 4,870,534 | $243,421,488 | +$7,686,582 | $49.98 | 32 |
| 2017 Q4 | 4,712,252 | $241,206,256 | +$18,934,829 | $51.2 | 33 |
| 2017 Q3 | 4,350,513 | $207,826,102 | +$17,894,027 | $47.78 | 31 |
| 2017 Q2 | 4,002,572 | $173,507,311 | +$21,049,737 | $43.35 | 36 |
| 2017 Q1 | 3,511,408 | $138,772,885 | +$39,672,983 | $39.53 | 34 |
| 2016 Q4 | 2,490,595 | $90,536,172 | -$16,853,214 | $36.35 | 26 |
| 2016 Q3 | 2,976,363 | $111,585,554 | -$15,642,677 | $37.49 | 28 |
| 2016 Q2 | 3,398,719 | $117,553,728 | -$4,522,039 | $34.59 | 27 |
| 2016 Q1 | 3,526,876 | $129,064,625 | -$51,729,830 | $36.6 | 26 |
| 2015 Q4 | 4,942,929 | $178,968,134 | -$11,687,200 | $36.21 | 28 |
| 2015 Q3 | 5,268,815 | $177,195,780 | -$51,308,281 | $33.63 | 28 |
| 2015 Q2 | 6,787,901 | $257,219,572 | +$188,207,092 | $37.89 | 27 |
| 2015 Q1 | 1,820,460 | $69,851,922 | +$16,718,190 | $38.37 | 21 |
| 2014 Q4 | 1,294,695 | $46,585,251 | +$9,001,561 | $35.98 | 19 |
| 2014 Q3 | 1,053,008 | $37,130,068 | -$2,356,839 | $35.27 | 19 |
| 2014 Q2 | 1,119,413 | $46,795,426 | +$4,721,768 | $41.81 | 22 |
| 2014 Q1 | 1,002,365 | $42,469,914 | +$2,658,692 | $42.36 | 20 |