13F reference period
Q2 2026
CUSIP: 33740F771
13F reference period
Q2 2026
Institutions Reporting
146
Shares (Excl. Options)
Price
$50.49
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 146 institutions filings for Q2 2026.
Security key
33740F771
13F reference period
Q2 2026
13F holders
146
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 33740F771:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 40% | +15% | $178,499,959 | +$15,398,125 | 3,457,258 | +9.4% | First Trust Portfolios L.P. | 30 Sep 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Advance Capital Management, Inc. | 5% | 431,637 | +2% | 0.7% | $21,794,388 |
| Cetera Investment Advisers | 2.7% | 237,132 | +6% | 0.01% | $11,973,339 |
| ENVESTNET ASSET MANAGEMENT INC | 2.5% | 217,664 | +41% | 0% | $10,990,378 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2% | 176,888 | +1.7% | 0.01% | $8,931,499 |
| OSAIC HOLDINGS, INC. | 1.8% | 154,220 | -9.2% | 0.01% | $7,786,589 |
| Spectrum Asset Management, Inc. (NB/CA) | 1.6% | 139,879 | -2.9% | 2% | $7,062,827 |
| LPL Financial LLC | 1.4% | 123,312 | +46% | 0% | $6,226,293 |
| UPTICK PARTNERS, LLC | 1.4% | 121,216 | +9.7% | 0.95% | $6,120,481 |
| Kestra Advisory Services, LLC | 1.3% | 112,772 | -13% | 0.02% | $5,694,129 |
| Cambridge Investment Research Advisors, Inc. | 1% | 90,157 | -2.4% | 0.01% | $4,552,000 |
| Janney Montgomery Scott LLC | 0.96% | 83,331 | -4% | 0.01% | $4,208,000 |
| RAYMOND JAMES FINANCIAL INC | 0.95% | 82,195 | -5.2% | 0% | $4,150,223 |
| HARBOUR INVESTMENTS, INC. | 0.94% | 81,511 | -0.7% | 0.06% | $4,115,686 |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.9% | 78,268 | +12% | 0.2% | $3,951,939 |
| Horizon Investments, LLC | 0.89% | 77,108 | -43% | 0.04% | $3,893,183 |
| BEACON FINANCIAL GROUP | 0.86% | 74,494 | -3.2% | 0.34% | $3,761,386 |
| LifeWealth Investments, LLC | 0.75% | 65,247 | -0.18% | 0.88% | $3,294,478 |
| Integrated Wealth Concepts LLC | 0.69% | 59,846 | 0% | 0.02% | $3,021,768 |
| Tanglewood Legacy Advisors, LLC | 0.59% | 51,607 | -3% | 0.84% | $2,605,761 |
| MML INVESTORS SERVICES, LLC | 0.56% | 48,625 | +33% | 0.01% | $2,455,169 |
| Mutual Advisors, LLC | 0.51% | 43,995 | -1.1% | 0.04% | $2,221,413 |
| REAP Financial Group, LLC | 0.49% | 42,693 | -23% | 0.37% | $2,155,672 |
| PRECEDENT WEALTH PARTNERS, LLC | 0.47% | 40,701 | +1.3% | 0.34% | $2,055,091 |
| Gerber Kawasaki Wealth & Investment Management | 0.46% | 40,255 | 0% | 0.05% | $2,032,574 |
| Mariner, LLC | 0.43% | 37,272 | -12% | 0% | $1,881,953 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,257,335 | $64,912,950 | -$3,945,220 | $51.61 | 60 |
| 2026 Q2 | 3,978,189 | $200,881,242 | +$5,155,322 | $50.49 | 146 |
| 2026 Q1 | 4,115,511 | $195,094,956 | +$30,912,810 | $47.37 | 144 |
| 2025 Q4 | 3,466,961 | $165,431,057 | -$27,936,540 | $47.72 | 139 |
| 2025 Q3 | 4,047,929 | $188,303,574 | -$27,215,738 | $46.54 | 137 |
| 2025 Q2 | 4,752,461 | $212,213,305 | +$28,257,621 | $44.64 | 143 |
| 2025 Q1 | 4,140,219 | $174,488,393 | +$63,937,703 | $42.15 | 124 |
| 2024 Q4 | 2,622,075 | $111,957,989 | -$19,862,933 | $42.69 | 101 |
| 2024 Q3 | 2,951,983 | $123,223,624 | -$19,021,430 | $41.74 | 98 |
| 2024 Q2 | 3,403,697 | $137,290,088 | -$18,740,164 | $40.33 | 98 |
| 2024 Q1 | 3,861,885 | $150,996,238 | +$55,877,113 | $39.11 | 93 |
| 2023 Q4 | 2,432,301 | $91,214,473 | -$5,978,863 | $37.49 | 80 |
| 2023 Q3 | 2,561,081 | $89,260,351 | -$21,339,093 | $34.85 | 79 |
| 2023 Q2 | 3,164,408 | $111,904,731 | -$27,405,891 | $35.37 | 83 |
| 2023 Q1 | 3,956,298 | $133,061,454 | -$34,951,726 | $33.63 | 87 |
| 2022 Q4 | 5,127,131 | $170,808,118 | +$55,046,707 | $33.33 | 84 |
| 2022 Q3 | 5,109,325 | $166,914,834 | +$6,572,135 | $32.67 | 76 |
| 2022 Q2 | 4,825,041 | $160,069,499 | -$7,437,337 | $33.18 | 79 |
| 2022 Q1 | 5,134,423 | $183,325,162 | +$22,800,666 | $35.81 | 85 |
| 2021 Q4 | 4,433,412 | $156,171,265 | -$34,858,793 | $35.24 | 73 |
| 2021 Q3 | 5,476,393 | $187,775,722 | -$14,326,846 | $34.25 | 70 |
| 2021 Q2 | 5,821,052 | $199,380,528 | -$36,618,121 | $34.23 | 75 |
| 2021 Q1 | 6,928,414 | $230,335,886 | -$51,116,003 | $33.19 | 74 |
| 2020 Q4 | 8,372,127 | $271,269,348 | -$52,282,753 | $32.38 | 79 |
| 2020 Q3 | 9,875,946 | $305,474,056 | +$54,948,642 | $30.93 | 70 |