| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 26.31% | -13.2% | $67,919,723 | +$2,198,388 | 2,314,919 | +3.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 5,342,376 | $156,724,366 | +$34,648,749 | $29.34 | 74 |
| 2025 Q2 | 4,160,809 | $120,219,111 | +$55,380,646 | $28.88 | 62 |
| 2025 Q1 | 2,250,193 | $60,574,349 | -$25,766,880 | $26.89 | 54 |
| 2024 Q4 | 3,268,733 | $85,101,322 | -$22,561,582 | $25.98 | 70 |
| 2024 Q3 | 4,242,227 | $122,953,196 | -$9,698,795 | $28.98 | 66 |
| 2024 Q2 | 4,618,719 | $125,568,987 | +$14,397,658 | $27.17 | 65 |
| 2024 Q1 | 4,069,125 | $114,667,133 | +$10,638,810 | $28.17 | 57 |
| 2023 Q4 | 3,690,457 | $107,547,151 | +$14,570,720 | $29.13 | 50 |
| 2023 Q3 | 3,109,273 | $84,144,692 | +$8,415,782 | $27.05 | 48 |
| 2023 Q2 | 2,811,628 | $80,656,107 | -$1,064,192 | $28.68 | 45 |
| 2023 Q1 | 2,849,794 | $78,986,110 | +$23,685,192 | $27.7 | 44 |
| 2022 Q4 | 1,946,915 | $51,166,100 | +$3,880,860 | $26.25 | 45 |
| 2022 Q3 | 1,842,887 | $45,334,000 | -$32,173,534 | $24.51 | 36 |
| 2022 Q2 | 3,112,940 | $83,085,000 | -$54,170,149 | $26.71 | 56 |
| 2022 Q1 | 5,092,936 | $153,515,762 | +$31,305,349 | $30.15 | 62 |
| 2021 Q4 | 4,089,937 | $127,487,438 | +$1,853,703 | $31.17 | 62 |
| 2021 Q3 | 3,936,638 | $128,236,012 | -$22,292,263 | $32.58 | 60 |
| 2021 Q2 | 4,602,260 | $160,841,469 | +$4,054,599 | $34.83 | 65 |
| 2021 Q1 | 4,485,180 | $154,261,331 | +$41,957,360 | $34.39 | 60 |
| 2020 Q4 | 3,136,962 | $119,385,913 | +$22,173,909 | $38.06 | 55 |
| 2020 Q3 | 2,306,618 | $78,925,184 | +$21,292,542 | $34.21 | 45 |
| 2020 Q2 | 1,673,708 | $57,872,611 | -$29,790,066 | $34.58 | 42 |
| 2020 Q1 | 2,547,584 | $80,546,337 | +$5,659,236 | $31.63 | 46 |
| 2019 Q4 | 2,230,442 | $87,109,999 | +$9,082,767 | $39.07 | 48 |
| 2019 Q3 | 1,919,097 | $72,985,621 | +$17,559,120 | $38.05 | 37 |
| 2019 Q2 | 1,457,448 | $56,442,996 | +$5,832,744 | $38.73 | 37 |
| 2019 Q1 | 1,314,823 | $49,798,167 | +$14,984,500 | $37.88 | 35 |
| 2018 Q4 | 835,980 | $30,949,000 | +$5,380,833 | $37.02 | 35 |
| 2018 Q3 | 748,780 | $24,557,000 | -$8,731,029 | $36.6 | 29 |
| 2018 Q2 | 930,449 | $33,338,782 | -$4,161,651 | $37.51 | 28 |
| 2018 Q1 | 880,307 | $37,616,000 | +$11,480,730 | $42.73 | 33 |
| 2017 Q4 | 613,006 | $25,851,000 | -$8,284,484 | $42.17 | 27 |
| 2017 Q3 | 793,396 | $34,351,000 | +$1,931,531 | $43.29 | 22 |
| 2017 Q2 | 774,712 | $32,466,000 | +$12,305,470 | $42.25 | 19 |
| 2017 Q1 | 483,316 | $20,428,430 | +$2,606,071 | $42.27 | 14 |
| 2016 Q4 | 426,227 | $17,110,000 | +$2,821,051 | $40.16 | 15 |
| 2016 Q3 | 350,925 | $15,021,000 | +$12,560,220 | $42.82 | 14 |
| 2016 Q2 | 57,466 | $2,435,000 | +$1,228,790 | $42.54 | 6 |
| 2016 Q1 | 28,457 | $1,204,000 | +$826,686 | $42.23 | 6 |
| 2015 Q4 | 7,999 | $317,000 | -$90 | $39.79 | 4 |
| 2015 Q3 | 8,001 | $323,000 | +$45,146 | $40.98 | 4 |
| 2015 Q2 | 6,878 | $300,000 | +$288,526 | $43.64 | 3 |
| 2015 Q1 | 268 | $12,000 | +$1,000 | $40.77 | 2 |
| 2014 Q4 | 240 | $11,000 | +$11,000 | $45.83 | 1 |