Each filer's latest filing for 33738R837 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
74.5% |
10/27/2026
Event 9/30/2026
|
||
| First Trust Portfolios L.P. | 74.5% | |||
| First Trust Advisors L.P. | 74.5% | |||
| The Charger Corporation | 74.5% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Truist Financial Corp 13G/A | 0.2% |
10/19/2026
Event 9/30/2026
|
||
| Period | Filers | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 26 | 1.88 M | $78.1M |
| 2026 Q2 | 31 | 649 k | $24.8M |
| 2026 Q1 | 33 | 550 k | $18.9M |
| 2025 Q4 | 26 | 361 k | $11.9M |
| 2025 Q3 | 19 | 247 k | $7.04M |
| 2025 Q2 | 19 | 241 k | $6.18M |
| 2025 Q1 | 21 | 247 k | $6.79M |
| 2024 Q4 | 23 | 214 k | $5.78M |
| 2024 Q3 | 24 | 261 k | $7.55M |
| 2024 Q2 | 25 | 298 k | $8.12M |
| 2024 Q1 | 21 | 291 k | $7.96M |
| 2023 Q4 | 24 | 396 k | $10.5M |
| 2023 Q3 | 20 | 398 k | $10.2M |
| 2023 Q2 | 26 | 494 k | $12.9M |
| 2023 Q1 | 31 | 692 k | $18.1M |
| 2022 Q4 | 34 | 808 k | $22.0M |
| 2022 Q3 | 26 | 761 k | $18.3M |
| 2022 Q2 | 20 | 735 k | $19.4M |
| 2022 Q1 | 18 | 318 k | $8.53M |
| 2021 Q4 | 19 | 313 k | $8.46M |
| 2021 Q3 | 17 | 320 k | $8.23M |
| 2021 Q2 | 19 | 601 k | $16.0M |
| 2021 Q1 | 20 | 466 k | $12.0M |
| 2020 Q4 | 16 | 613 k | $16.0M |
| 2020 Q3 | 14 | 436 k | $10.6M |
| 2020 Q2 | 14 | 329 k | $7.57M |
| 2020 Q1 | 9 | 148 k | $2.90M |
| 2019 Q4 | 13 | 217 k | $5.04M |
| 2019 Q3 | 10 | 64.5 k | $1.31M |
| 2019 Q2 | 10 | 57.7 k | $1.22M |
| 2019 Q1 | 10 | 54.2 k | $1.16M |
| 2018 Q4 | 7 | 49.9 k | $958k |
| 2018 Q3 | 9 | 25.4 k | $594k |
| 2018 Q2 | 7 | 49.8 k | $1.08M |
| 2018 Q1 | 5 | 3.25 k | $68.2k |
| 2017 Q4 | 7 | 28.1 k | $601k |
| 2017 Q3 | 6 | 59.8 k | $1.20M |
| 2017 Q2 | 6 | 25.3 k | $524k |
| 2017 Q1 | 4 | 31.6 k | $628k |
| 2016 Q4 | 3 | 50.8 k | $931k |