| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 62.31% | -5.3% | $681,692,191 | +$29,521,321 | 13,132,194 | +4.5% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 6,456,183 | $329,575,722 | +$88,239,088 | $51.91 | 167 |
| 2025 Q2 | 4,679,643 | $224,587,123 | -$20,357,784 | $49.03 | 140 |
| 2025 Q1 | 5,019,257 | $228,330,967 | -$31,454,650 | $45.49 | 149 |
| 2024 Q4 | 5,715,686 | $266,087,236 | -$33,073,393 | $46.54 | 158 |
| 2024 Q3 | 6,230,083 | $285,036,367 | +$69,329,645 | $45.75 | 148 |
| 2024 Q2 | 4,721,796 | $208,171,303 | -$54,773,380 | $44.08 | 121 |
| 2024 Q1 | 5,965,463 | $255,611,802 | -$23,766,415 | $42.88 | 126 |
| 2023 Q4 | 6,211,272 | $252,435,416 | -$82,586,128 | $40.63 | 124 |
| 2023 Q3 | 8,202,364 | $306,822,469 | +$24,289,817 | $37.38 | 122 |
| 2023 Q2 | 7,496,964 | $289,203,370 | +$113,761,001 | $38.62 | 113 |
| 2023 Q1 | 4,466,778 | $161,861,022 | +$30,067,242 | $36.48 | 92 |
| 2022 Q4 | 3,677,115 | $127,317,634 | -$21,315,850 | $34.65 | 81 |
| 2022 Q3 | 4,338,487 | $143,230,917 | +$63,492,002 | $32.84 | 82 |
| 2022 Q2 | 2,384,067 | $82,542,011 | +$1,025,979 | $34.54 | 54 |
| 2022 Q1 | 2,212,061 | $84,104,327 | -$11,855,543 | $38.05 | 59 |
| 2021 Q4 | 2,626,320 | $101,671,503 | -$20,722,785 | $38.73 | 67 |
| 2021 Q3 | 2,872,997 | $104,841,844 | +$67,512,219 | $36.47 | 55 |
| 2021 Q2 | 1,042,642 | $38,447,122 | +$1,302,907 | $36.92 | 31 |
| 2021 Q1 | 1,003,139 | $36,097,872 | -$22,052,902 | $35.94 | 35 |
| 2020 Q4 | 1,599,647 | $55,610,287 | +$21,918,353 | $34.72 | 31 |
| 2020 Q3 | 961,934 | $31,280,657 | +$15,571,043 | $32.32 | 28 |
| 2020 Q2 | 441,894 | $13,571,356 | +$8,395,420 | $30.71 | 10 |
| 2020 Q1 | 187,293 | $5,097,000 | +$168,075 | $27.07 | 6 |
| 2019 Q4 | 192,693 | $6,159,000 | +$4,887,000 | $30.89 | 5 |
| 2019 Q3 | 34,442 | $1,272,000 | $36.93 | 1 | |
| 2019 Q2 | 34,442 | $1,272,000 | $36.93 | 1 | |
| 2019 Q1 | 34,442 | $1,272,000 | $36.93 | 1 |