| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 53.42% | -3.1% | $382,394,216 | +$19,164,139 | 18,562,826 | +5.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 10,579,476 | $217,721,738 | +$27,677,419 | $20.6 | 88 |
| 2025 Q2 | 9,376,960 | $183,383,920 | +$32,576,968 | $19.56 | 86 |
| 2025 Q1 | 7,681,511 | $145,100,928 | +$20,064,710 | $18.85 | 82 |
| 2024 Q4 | 6,637,762 | $138,203,264 | +$27,707,211 | $20.82 | 79 |
| 2024 Q3 | 5,214,901 | $106,811,341 | +$13,192,637 | $20.48 | 65 |
| 2024 Q2 | 4,585,230 | $93,634,264 | +$21,564,419 | $20.42 | 65 |
| 2024 Q1 | 3,507,062 | $71,983,356 | +$15,154,433 | $20.54 | 51 |
| 2023 Q4 | 2,773,973 | $54,985,498 | +$5,678,165 | $19.82 | 45 |
| 2023 Q3 | 2,387,749 | $45,058,790 | +$11,750,060 | $18.87 | 31 |
| 2023 Q2 | 1,764,338 | $34,946,385 | +$22,656,536 | $19.81 | 24 |
| 2023 Q1 | 622,631 | $12,055,332 | -$3,843,053 | $19.37 | 16 |
| 2022 Q4 | 1,383,723 | $24,961,035 | +$12,379,579 | $18.04 | 17 |
| 2022 Q3 | 701,518 | $12,676,000 | +$6,297,416 | $18.07 | 13 |
| 2022 Q2 | 284,171 | $5,637,000 | +$2,101,870 | $19.84 | 14 |
| 2022 Q1 | 178,219 | $11,936,000 | -$59,985,346 | $22.46 | 10 |
| 2021 Q4 | 266,148 | $5,756,242 | -$247,744 | $21.63 | 11 |
| 2021 Q3 | 277,624 | $5,983,195 | -$731,897 | $21.55 | 10 |
| 2021 Q2 | 311,580 | $6,709,159 | +$3,980,497 | $21.54 | 13 |
| 2021 Q1 | 126,774 | $2,643,999 | +$21,414 | $20.83 | 9 |
| 2020 Q4 | 135,980 | $2,745,842 | -$213,172 | $20.22 | 9 |
| 2020 Q3 | 132,891 | $2,555,625 | -$477,796 | $19.23 | 11 |
| 2020 Q2 | 157,755 | $3,147,721 | -$682,611 | $19.97 | 9 |
| 2020 Q1 | 192,874 | $3,743,350 | +$492,789 | $19.41 | 12 |
| 2019 Q4 | 162,223 | $3,623,748 | -$1,075,804 | $22.34 | 10 |
| 2019 Q3 | 191,916 | $4,286,702 | +$130,616 | $22.34 | 18 |
| 2019 Q2 | 185,289 | $4,100,372 | -$648,642 | $22.17 | 16 |
| 2019 Q1 | 215,308 | $4,646,088 | +$413,383 | $21.58 | 15 |
| 2018 Q4 | 196,617 | $3,971,076 | -$10,810,624 | $20.2 | 17 |
| 2018 Q3 | 408,251 | $14,968,812 | -$865,944 | $22.94 | 15 |
| 2018 Q2 | 414,027 | $14,319,885 | +$1,048,596 | $22.48 | 14 |
| 2018 Q1 | 153,934 | $3,378,892 | +$715,157 | $21.99 | 14 |
| 2017 Q4 | 121,212 | $2,800,050 | -$280,040 | $23.05 | 11 |
| 2017 Q3 | 133,214 | $2,974,000 | +$533,703 | $22.37 | 9 |
| 2017 Q2 | 110,088 | $2,380,000 | +$727,647 | $21.61 | 8 |
| 2017 Q1 | 76,878 | $1,619,000 | -$282,465 | $21.06 | 8 |
| 2016 Q4 | 93,700 | $1,977,000 | +$383,130 | $21.04 | 9 |
| 2016 Q3 | 75,411 | $1,502,000 | -$690,653 | $19.98 | 10 |
| 2016 Q2 | 110,199 | $2,135,000 | -$1,229,908 | $19.45 | 9 |
| 2016 Q1 | 171,934 | $3,397,000 | -$985,586 | $19.76 | 9 |
| 2015 Q4 | 221,220 | $4,366,000 | +$1,963,696 | $19.75 | 8 |
| 2015 Q3 | 121,832 | $2,303,000 | +$649,921 | $18.99 | 7 |
| 2015 Q2 | 87,374 | $1,787,657 | +$399,373 | $20.09 | 5 |
| 2015 Q1 | 67,987 | $1,389,902 | +$17,472 | $20.35 | 7 |
| 2014 Q4 | 67,146 | $1,367,874 | -$29,528 | $20.37 | 7 |
| 2014 Q3 | 68,577 | $1,395,000 | +$299,411 | $20.17 | 5 |
| 2014 Q2 | 53,776 | $1,089,000 | -$129,515 | $20 | 5 |
| 2014 Q1 | 60,158 | $1,195,000 | +$1,195,000 | $19.99 | 3 |