Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33740F599 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
73.5% |
1/23/2026
Event 12/31/2025
|
||
| First Trust Portfolios L.P. | 73.5% | |||
| First Trust Advisors L.P. | 73.5% | |||
| The Charger Corporation | 73.5% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Truist Financial Corp 13G/A | 0.2% |
10/16/2025
Event 9/30/2025
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 18 | 274 k | $14.7 M |
| 2026 Q2 | 132 | 3.99 M | $208 M |
| 2026 Q1 | 133 | 4.79 M | $232 M |
| 2025 Q4 | 116 | 3.74 M | $177 M |
| 2025 Q3 | 115 | 4.07 M | $189 M |
| 2025 Q2 | 128 | 5.87 M | $263 M |
| 2025 Q1 | 122 | 4.34 M | $183 M |
| 2024 Q4 | 127 | 4.40 M | $190 M |
| 2024 Q3 | 120 | 6.72 M | $283 M |
| 2024 Q2 | 120 | 7.26 M | $283 M |
| 2024 Q1 | 91 | 4.87 M | $184 M |
| 2023 Q4 | 66 | 2.17 M | $81.9 M |
| 2023 Q3 | 68 | 2.16 M | $76.2 M |
| 2023 Q2 | 69 | 2.55 M | $91.0 M |
| 2023 Q1 | 73 | 2.41 M | $81.1 M |
| 2022 Q4 | 58 | 1.20 M | $37.7 M |
| 2022 Q3 | 57 | 1.47 M | $43.3 M |
| 2022 Q2 | 57 | 1.57 M | $47.5 M |
| 2022 Q1 | 51 | 1.19 M | $40.8 M |
| 2021 Q4 | 26 | 940 k | $31.2 M |
| 2021 Q3 | 22 | 1.03 M | $32.6 M |
| 2021 Q2 | 23 | 1.21 M | $38.2 M |
| 2021 Q1 | 16 | 640 k | $19.4 M |
| 2020 Q4 | 1 | 187 | $6.00 k |
| 2020 Q3 | 1 | 187 | $6.00 k |
| 2020 Q2 | 1 | 187 | $6.00 k |
| 2020 Q1 | 1 | 187 | $6.00 k |
| 2019 Q4 | 1 | 187 | $6.00 k |
| 2019 Q3 | 1 | 187 | $6.00 k |
| 2019 Q2 | 1 | 187 | $6.00 k |
| 2019 Q1 | 1 | 187 | $6.00 k |