Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 33738D820 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
Amendment 7
|
44.6% |
7/22/2026
Event 6/30/2026
|
|
| First Trust Portfolios L.P. | 44.6% | ||
| First Trust Advisors L.P. | 44.6% | ||
| The Charger Corporation | 44.6% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 6
|
48.4% |
1/23/2026
Event 12/31/2025
|
|
| First Trust Portfolios L.P. | 48.4% | ||
| First Trust Advisors L.P. | 48.4% | ||
| The Charger Corporation | 48.4% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 5
|
45.3% |
10/7/2025
Event 9/30/2025
|
|
| First Trust Portfolios L.P. | 45.3% | ||
| First Trust Advisors L.P. | 45.3% | ||
| The Charger Corporation | 45.3% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 4
|
40.2% |
7/7/2025
Event 6/30/2025
|
|
| First Trust Portfolios L.P. | 40.2% | ||
| First Trust Advisors L.P. | 40.2% | ||
| The Charger Corporation | 40.2% | ||
| Truist Financial Corp 13G/A Amendment 1 | 0% |
7/7/2025
Event 6/30/2025
|
|
|
First Trust Portfolios L.P.
13G/A
Amendment 3
|
34.6% |
5/7/2025
Event 4/30/2025
|
|
| First Trust Portfolios L.P. | 34.6% | ||
| First Trust Advisors L.P. | 34.6% | ||
| The Charger Corporation | 34.6% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 2
|
29.1% |
4/7/2025
Event 3/31/2025
|
|
| First Trust Portfolios L.P. | 29.1% | ||
| First Trust Advisors L.P. | 29.1% | ||
| The Charger Corporation | 29.1% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 1
|
23.3% |
2/7/2025
Event 1/31/2025
|
|
| First Trust Portfolios L.P. | 23.3% | ||
| First Trust Advisors L.P. | 23.3% | ||
| The Charger Corporation | 23.3% | ||
|
First Trust Portfolios L.P.
13G
|
8.5% |
1/31/2025
Event 12/31/2024
|
|
| First Trust Portfolios L.P. | 8.5% | ||
| First Trust Advisors L.P. | 8.5% | ||
| The Charger Corporation | 8.5% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 19 | 1.02 M | $22.0 M |
| 2026 Q2 | 111 | 16.0 M | $370 M |
| 2026 Q1 | 107 | 14.9 M | $321 M |
| 2025 Q4 | 99 | 12.3 M | $265 M |
| 2025 Q3 | 88 | 11.1 M | $239 M |
| 2025 Q2 | 92 | 10.8 M | $222 M |
| 2025 Q1 | 85 | 9.76 M | $193 M |
| 2024 Q4 | 70 | 7.08 M | $152 M |
| 2024 Q3 | 53 | 4.44 M | $98.3 M |
| 2024 Q2 | 49 | 4.60 M | $95.8 M |
| 2024 Q1 | 34 | 3.94 M | $86.7 M |
| 2023 Q4 | 15 | 1.50 M | $30.6 M |
| 2023 Q3 | 4 | 123 k | $2.29 M |