Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 33740F250 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
First Trust Portfolios L.P.
13G
|
6.4% |
7/30/2026
Event 6/30/2026
|
|
| First Trust Portfolios L.P. | 6.4% | ||
| First Trust Advisors L.P. | 6.4% | ||
| The Charger Corporation | 6.4% | ||
| Foundations Investment Advisors, LLC 13G/A Amendment 1 | 3.1% |
8/1/2025
Event 6/30/2025
|
|
| Foundations Investment Advisors, LLC 13G | 5.5% |
7/28/2025
Event 6/30/2025
|
|
|
First Trust Portfolios L.P.
13G/A
Amendment 2
|
0.4% |
7/7/2025
Event 6/30/2025
|
|
| First Trust Portfolios L.P. | 0.4% | ||
| First Trust Advisors L.P. | 0.4% | ||
| The Charger Corporation | 0.4% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 1
|
39.7% |
2/7/2025
Event 1/31/2025
|
|
| First Trust Portfolios L.P. | 39.7% | ||
| First Trust Advisors L.P. | 39.7% | ||
| The Charger Corporation | 39.7% | ||
|
First Trust Portfolios L.P.
13G
|
34.4% |
1/7/2025
Event 12/31/2024
|
|
| First Trust Portfolios L.P. | 34.4% | ||
| First Trust Advisors L.P. | 34.4% | ||
| The Charger Corporation | 34.4% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 9 | 153 k | $5.66 M |
| 2026 Q2 | 21 | 331 k | $11.9 M |
| 2026 Q1 | 18 | 347 k | $12.1 M |
| 2025 Q4 | 25 | 415 k | $14.5 M |
| 2025 Q3 | 22 | 471 k | $15.8 M |
| 2025 Q2 | 29 | 492 k | $16.4 M |
| 2025 Q1 | 25 | 293 k | $9.27 M |
| 2024 Q4 | 33 | 826 k | $26.1 M |
| 2024 Q3 | 23 | 515 k | $16.0 M |
| 2024 Q2 | 22 | 1.14 M | $34.3 M |