| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 64.86% | -5% | $681,039,539 | +$73,051,122 | 13,475,258 | +12% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 5,461,636 | $275,875,674 | +$23,170,077 | $50.54 | 137 |
| 2025 Q2 | 4,910,335 | $235,640,608 | +$34,188,950 | $48.01 | 125 |
| 2025 Q1 | 4,207,664 | $187,465,321 | -$35,575,939 | $44.55 | 124 |
| 2024 Q4 | 5,030,064 | $229,901,816 | -$12,001,733 | $45.7 | 132 |
| 2024 Q3 | 5,069,215 | $227,795,540 | +$81,814,775 | $44.94 | 111 |
| 2024 Q2 | 3,248,503 | $142,085,726 | -$8,325,832 | $43.76 | 96 |
| 2024 Q1 | 3,396,357 | $144,292,896 | -$12,192,967 | $42.5 | 93 |
| 2023 Q4 | 3,574,243 | $143,878,843 | +$1,247,775 | $40.24 | 97 |
| 2023 Q3 | 3,296,447 | $122,240,380 | -$12,461,795 | $37.08 | 87 |
| 2023 Q2 | 3,605,222 | $136,752,286 | -$30,608,434 | $37.98 | 77 |
| 2023 Q1 | 4,436,665 | $156,746,965 | +$4,581,344 | $35.36 | 84 |
| 2022 Q4 | 4,384,562 | $146,487,501 | +$48,521,791 | $33.47 | 77 |
| 2022 Q3 | 2,628,467 | $82,995,390 | +$52,790,365 | $31.56 | 69 |
| 2022 Q2 | 979,408 | $31,276,887 | -$4,303,455 | $31.92 | 43 |
| 2022 Q1 | 1,046,979 | $36,852,138 | -$6,078,949 | $35.34 | 47 |
| 2021 Q4 | 1,260,473 | $45,387,715 | +$17,688,974 | $36.01 | 46 |
| 2021 Q3 | 713,932 | $24,232,959 | +$12,291,838 | $33.93 | 31 |
| 2021 Q2 | 356,024 | $12,185,605 | +$1,427,144 | $34.22 | 16 |
| 2021 Q1 | 317,252 | $10,590,774 | -$3,033,266 | $33.3 | 17 |
| 2020 Q4 | 416,438 | $13,434,493 | +$8,207,916 | $32.26 | 19 |
| 2020 Q3 | 147,908 | $4,485,000 | +$2,511,000 | $30.1 | 10 |
| 2020 Q2 | 6,108 | $209,000 | $34.22 | 1 | |
| 2020 Q1 | 6,108 | $209,000 | $34.22 | 1 | |
| 2019 Q4 | 6,108 | $209,000 | $34.22 | 1 | |
| 2019 Q3 | 6,108 | $209,000 | $34.22 | 1 | |
| 2019 Q2 | 6,108 | $209,000 | $34.22 | 1 | |
| 2019 Q1 | 6,108 | $209,000 | $34.22 | 1 |