| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 12.53% | +22% | $13,099,222 | +$2,830,653 | 513,695 | +27.6% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Brookstone Capital Management | 4.23% | $2,595,108 | 112,391 | Brookstone Capital Management, LLC | 31 Dec 2024 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,999,304 | $76,436,200 | -$2,113,450 | $25.5 | 52 |
| 2025 Q2 | 3,095,614 | $75,449,637 | -$15,959,617 | $24.4 | 49 |
| 2025 Q1 | 3,787,200 | $85,499,586 | +$40,335,865 | $22.73 | 50 |
| 2024 Q4 | 2,003,176 | $43,482,952 | +$10,618,550 | $21.7 | 46 |
| 2024 Q3 | 1,388,497 | $31,688,407 | +$1,741,146 | $22.82 | 37 |
| 2024 Q2 | 1,314,582 | $28,452,946 | -$505,636 | $21.58 | 33 |
| 2024 Q1 | 1,211,562 | $26,026,710 | +$1,489,189 | $21.6 | 31 |
| 2023 Q4 | 1,138,855 | $23,619,799 | +$5,912,823 | $20.74 | 33 |
| 2023 Q3 | 650,167 | $12,453,478 | +$1,966,833 | $19.23 | 19 |
| 2023 Q2 | 547,146 | $10,869,399 | -$7,011,668 | $19.95 | 16 |
| 2023 Q1 | 906,058 | $17,468,963 | +$264,876 | $19.24 | 23 |
| 2022 Q4 | 897,050 | $16,173,111 | +$7,424,665 | $17.96 | 21 |
| 2022 Q3 | 523,893 | $8,286,859 | +$5,692,112 | $15.77 | 11 |
| 2022 Q2 | 163,519 | $2,840,103 | -$176,385 | $17.31 | 12 |
| 2022 Q1 | 172,394 | $3,282,686 | +$993,239 | $19.03 | 12 |
| 2021 Q4 | 119,579 | $2,365,887 | +$276,421 | $19.9 | 12 |
| 2021 Q3 | 105,809 | $2,077,000 | +$2,077,000 | $19.64 | 5 |