| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 34.08% | +9.9% | $122,621,880 | +$10,426,489 | 3,007,635 | +9.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,513,877 | $102,463,801 | -$1,049,335 | $40.77 | 94 |
| 2025 Q2 | 2,706,630 | $107,113,132 | +$12,293,252 | $39.57 | 98 |
| 2025 Q1 | 2,407,362 | $90,691,639 | +$5,821,544 | $37.68 | 88 |
| 2024 Q4 | 2,251,940 | $86,051,524 | -$39,565,916 | $38.17 | 91 |
| 2024 Q3 | 3,107,589 | $116,933,876 | -$30,571,648 | $37.34 | 88 |
| 2024 Q2 | 4,096,595 | $147,460,014 | +$24,736,055 | $36 | 91 |
| 2024 Q1 | 3,409,366 | $118,935,077 | +$64,017,196 | $34.9 | 69 |
| 2023 Q4 | 1,447,090 | $49,256,905 | -$6,130,759 | $33.85 | 60 |
| 2023 Q3 | 1,586,159 | $51,095,340 | -$4,545,679 | $32.17 | 59 |
| 2023 Q2 | 1,723,009 | $55,599,254 | -$18,284,207 | $32.28 | 58 |
| 2023 Q1 | 2,297,426 | $70,983,229 | -$102,685,750 | $30.88 | 69 |
| 2022 Q4 | 5,690,418 | $171,612,066 | +$91,462,845 | $30.16 | 58 |
| 2022 Q3 | 2,678,910 | $78,675,652 | +$29,728,794 | $29.35 | 46 |
| 2022 Q2 | 1,664,698 | $49,548,548 | +$12,923,994 | $29.75 | 36 |
| 2022 Q1 | 1,201,501 | $38,701,209 | +$29,615,796 | $32.33 | 26 |
| 2021 Q4 | 263,530 | $8,407,065 | +$1,370,420 | $31.91 | 19 |
| 2021 Q3 | 216,151 | $6,723,754 | -$2,082,122 | $31.07 | 14 |
| 2021 Q2 | 282,011 | $8,747,193 | +$1,396,613 | $30.99 | 13 |
| 2021 Q1 | 236,922 | $7,151,085 | +$6,397,085 | $30.04 | 10 |