| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 41.53% | -6% | $35,394,963 | +$6,840,504 | 602,203 | +24% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,260,717 | $74,096,595 | +$16,745,958 | $58.78 | 31 |
| 2025 Q2 | 899,048 | $49,683,512 | +$1,857,124 | $55.26 | 27 |
| 2025 Q1 | 866,696 | $40,288,065 | +$24,172,670 | $46.48 | 20 |
| 2024 Q4 | 347,074 | $14,061,904 | -$43,775,842 | $40.51 | 18 |
| 2024 Q3 | 1,360,397 | $59,501,629 | +$8,779,881 | $43.73 | 22 |
| 2024 Q2 | 1,206,974 | $50,084,860 | +$38,544,942 | $41.49 | 19 |
| 2024 Q1 | 274,168 | $11,630,030 | -$2,773,566 | $42.42 | 14 |
| 2023 Q4 | 343,754 | $13,966,339 | +$951,646 | $40.63 | 18 |
| 2023 Q3 | 295,520 | $10,995,786 | +$229,283 | $37.24 | 16 |
| 2023 Q2 | 289,517 | $11,401,261 | +$629,352 | $39.38 | 18 |
| 2023 Q1 | 273,538 | $10,705,956 | -$1,025,819 | $39.13 | 15 |
| 2022 Q4 | 305,733 | $10,929,000 | -$2,759,247 | $35.75 | 17 |
| 2022 Q3 | 381,723 | $11,080,000 | -$3,510,093 | $29.03 | 16 |
| 2022 Q2 | 497,436 | $16,759,000 | -$5,460,859 | $33.68 | 17 |
| 2022 Q1 | 656,385 | $27,103,000 | -$40,213,267 | $41.28 | 20 |
| 2021 Q4 | 1,514,646 | $69,792,527 | +$53,566,445 | $46.09 | 20 |
| 2021 Q3 | 352,194 | $16,198,000 | -$3,113,451 | $46 | 16 |
| 2021 Q2 | 419,198 | $19,487,298 | +$1,568,049 | $46.49 | 18 |
| 2021 Q1 | 385,613 | $17,139,890 | -$1,155,878 | $44.45 | 18 |
| 2020 Q4 | 421,255 | $17,492,270 | -$1,836,238 | $41.35 | 20 |
| 2020 Q3 | 455,803 | $16,604,288 | -$1,923,676 | $36.44 | 18 |
| 2020 Q2 | 509,184 | $17,284,790 | -$12,053,292 | $33.94 | 17 |
| 2020 Q1 | 872,029 | $24,910,706 | -$194,923 | $28.53 | 19 |
| 2019 Q4 | 860,263 | $35,148,172 | -$1,275,129 | $40.86 | 24 |
| 2019 Q3 | 894,308 | $33,824,564 | -$7,269,899 | $37.82 | 25 |
| 2019 Q2 | 1,079,155 | $42,158,822 | +$6,762,834 | $39.1 | 23 |
| 2019 Q1 | 909,396 | $34,326,550 | -$1,372,646 | $37.75 | 26 |
| 2018 Q4 | 954,939 | $32,632,834 | -$2,581,819 | $34.17 | 28 |
| 2018 Q3 | 1,029,082 | $42,911,340 | +$4,127,911 | $41.7 | 23 |
| 2018 Q2 | 930,087 | $38,953,356 | +$4,640,022 | $41.77 | 24 |
| 2018 Q1 | 818,084 | $36,764,661 | +$20,505,263 | $44.95 | 24 |
| 2017 Q4 | 362,065 | $15,932,780 | +$6,531,756 | $43.9 | 20 |
| 2017 Q3 | 204,327 | $8,678,000 | +$2,593,909 | $42.5 | 16 |
| 2017 Q2 | 141,719 | $5,499,000 | +$812,918 | $38.78 | 13 |
| 2017 Q1 | 120,828 | $4,291,000 | +$582,273 | $35.47 | 11 |
| 2016 Q4 | 117,292 | $3,821,000 | -$1,162,566 | $32.58 | 11 |
| 2016 Q3 | 141,171 | $4,522,000 | +$76,927 | $32.09 | 12 |
| 2016 Q2 | 138,754 | $4,101,000 | -$438,197 | $29.48 | 13 |
| 2016 Q1 | 153,288 | $4,840,000 | -$1,009,018 | $31.58 | 14 |
| 2015 Q4 | 184,153 | $5,783,000 | -$282,735 | $31.43 | 13 |
| 2015 Q3 | 192,823 | $5,649,000 | -$28,843 | $29.29 | 10 |
| 2015 Q2 | 195,217 | $6,388,000 | -$127,325 | $32.72 | 8 |
| 2015 Q1 | 199,311 | $6,454,000 | -$327,713,811 | $32.38 | 8 |
| 2014 Q4 | 10,752,800 | $333,778,000 | +$333,412,000 | $30.72 | 11 |