| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 71.3% | +3.1% | $627,387,367 | +$40,070,012 | 14,421,372 | +6.8% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 4,169,515 | $181,356,801 | -$10,984,636 | $43.5 | 122 |
| 2025 Q2 | 4,462,652 | $188,245,467 | +$45,123,157 | $42.19 | 125 |
| 2025 Q1 | 3,384,197 | $138,358,343 | -$15,033,383 | $40.89 | 109 |
| 2024 Q4 | 3,772,203 | $155,829,056 | -$10,064,783 | $41.29 | 112 |
| 2024 Q3 | 3,878,488 | $156,906,239 | -$29,688,561 | $40.43 | 99 |
| 2024 Q2 | 4,676,186 | $182,459,348 | +$45,987,050 | $39.02 | 101 |
| 2024 Q1 | 3,503,215 | $127,580,849 | -$137,402,338 | $36.44 | 83 |
| 2023 Q4 | 7,103,608 | $248,283,160 | +$46,167,464 | $34.95 | 99 |
| 2023 Q3 | 5,701,928 | $184,041,883 | -$18,854,462 | $32.26 | 82 |
| 2023 Q2 | 6,276,347 | $205,959,346 | +$39,882,349 | $32.81 | 82 |
| 2023 Q1 | 5,023,372 | $155,255,915 | -$2,166,416 | $30.89 | 68 |
| 2022 Q4 | 5,118,000 | $149,801,685 | -$4,793,841 | $29.25 | 68 |
| 2022 Q3 | 5,070,127 | $140,037,672 | +$27,686,209 | $27.59 | 69 |
| 2022 Q2 | 4,103,701 | $116,604,085 | +$55,111,041 | $28.39 | 62 |
| 2022 Q1 | 2,123,880 | $68,584,038 | -$6,565,503 | $32.35 | 40 |
| 2021 Q4 | 2,339,021 | $76,278,146 | -$1,832,901 | $32.61 | 47 |
| 2021 Q3 | 2,316,300 | $71,707,902 | -$5,170,470 | $30.86 | 44 |
| 2021 Q2 | 2,477,191 | $76,378,598 | +$75,830,598 | $30.78 | 44 |
| 2021 Q1 | 7,400 | $228,000 | $30.81 | 1 | |
| 2020 Q4 | 7,400 | $228,000 | $30.81 | 1 | |
| 2020 Q3 | 7,400 | $228,000 | $30.81 | 1 | |
| 2020 Q2 | 7,400 | $228,000 | $30.81 | 1 | |
| 2020 Q1 | 7,400 | $228,000 | $30.81 | 1 | |
| 2019 Q4 | 7,400 | $228,000 | $30.81 | 1 | |
| 2019 Q3 | 7,400 | $228,000 | $30.81 | 1 | |
| 2019 Q2 | 7,400 | $228,000 | $30.81 | 1 | |
| 2019 Q1 | 7,400 | $228,000 | $30.81 | 1 |