Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 33738R795 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
Amendment 2
|
73.7% |
7/7/2026
Event 6/30/2026
|
|
| First Trust Portfolios L.P. | 73.7% | ||
| First Trust Advisors L.P. | 73.7% | ||
| The Charger Corporation | 73.7% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 1
|
79.8% |
4/7/2026
Event 3/31/2026
|
|
| First Trust Portfolios L.P. | 79.8% | ||
| First Trust Advisors L.P. | 79.8% | ||
| The Charger Corporation | 79.8% | ||
|
First Trust Portfolios L.P.
13G
|
89.2% |
3/6/2026
Event 2/28/2026
|
|
| First Trust Portfolios L.P. | 89.2% | ||
| First Trust Advisors L.P. | 89.2% | ||
| The Charger Corporation | 89.2% | ||
| Win Advisors, Inc 13G/A Amendment 1 | 0% |
11/17/2025
Event 8/4/2025
|
|
| Win Advisors, Inc 13G | 9.6% |
8/18/2025
Event 6/30/2025
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 4 | 93.1 k | $3.80 M |
| 2026 Q2 | 64 | 22.8 M | $1.04 B |
| 2026 Q1 | 55 | 21.8 M | $832 M |
| 2025 Q4 | 34 | 432 k | $16.7 M |
| 2025 Q3 | 31 | 535 k | $18.7 M |
| 2025 Q2 | 31 | 448 k | $14.2 M |
| 2025 Q1 | 30 | 417 k | $12.4 M |
| 2024 Q4 | 33 | 458 k | $15.8 M |
| 2024 Q3 | 34 | 472 k | $15.1 M |
| 2024 Q2 | 36 | 590 k | $18.1 M |
| 2024 Q1 | 38 | 718 k | $23.1 M |
| 2023 Q4 | 38 | 897 k | $26.9 M |
| 2023 Q3 | 36 | 604 k | $17.0 M |
| 2023 Q2 | 39 | 736 k | $22.0 M |
| 2023 Q1 | 38 | 787 k | $21.4 M |
| 2022 Q4 | 47 | 1.17 M | $29.1 M |
| 2022 Q3 | 44 | 1.63 M | $38.2 M |
| 2022 Q2 | 57 | 2.39 M | $59.8 M |
| 2022 Q1 | 86 | 6.68 M | $216 M |
| 2021 Q4 | 99 | 32.8 M | $1.13 B |
| 2021 Q3 | 81 | 31.6 M | $975 M |
| 2021 Q2 | 83 | 31.9 M | $1.08 B |
| 2021 Q1 | 72 | 30.2 M | $994 M |
| 2020 Q4 | 64 | 27.2 M | $766 M |
| 2020 Q3 | 47 | 25.2 M | $594 M |
| 2020 Q2 | 13 | 668 k | $20.1 M |
| 2020 Q1 | 5 | 499 k | $16.7 M |
| 2019 Q4 | 6 | 495 k | $16.7 M |
| 2019 Q3 | 7 | 548 k | $18.0 M |
| 2019 Q2 | 12 | 767 k | $23.2 M |
| 2019 Q1 | 9 | 551 k | $18.1 M |
| 2018 Q4 | 9 | 62.5 k | $1.35 M |
| 2018 Q3 | 9 | 66.3 k | $1.68 M |
| 2018 Q2 | 6 | 70.1 k | $1.71 M |
| 2018 Q1 | 7 | 70.4 k | $1.75 M |
| 2017 Q4 | 6 | 13.0 k | $337 k |
| 2017 Q3 | 3 | 58.4 k | $1.41 M |
| 2017 Q2 | 4 | 56.1 k | $1.36 M |
| 2017 Q1 | 4 | 77.6 k | $1.77 M |
| 2016 Q4 | 2 | 84.8 k | $1.92 M |
| 2016 Q3 | 1 | 99.8 k | $2.05 M |