Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33740F649 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
60.8% |
10/7/2026
Event 9/30/2026
|
||
| First Trust Portfolios L.P. | 60.8% | |||
| First Trust Advisors L.P. | 60.8% | |||
| The Charger Corporation | 60.8% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Truist Financial Corp 13G/A | 1.6% |
11/13/2024
Event 9/30/2024
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 14 | 415 k | $15.3 M |
| 2026 Q2 | 120 | 5.42 M | $193 M |
| 2026 Q1 | 104 | 5.68 M | $178 M |
| 2025 Q4 | 100 | 5.16 M | $168 M |
| 2025 Q3 | 107 | 6.11 M | $189 M |
| 2025 Q2 | 99 | 8.09 M | $237 M |
| 2025 Q1 | 97 | 7.99 M | $209 M |
| 2024 Q4 | 85 | 8.19 M | $226 M |
| 2024 Q3 | 79 | 4.66 M | $124 M |
| 2024 Q2 | 90 | 5.94 M | $153 M |
| 2024 Q1 | 88 | 8.09 M | $201 M |
| 2023 Q4 | 69 | 7.34 M | $174 M |
| 2023 Q3 | 51 | 3.30 M | $74.7 M |
| 2023 Q2 | 59 | 2.85 M | $63.9 M |
| 2023 Q1 | 50 | 3.87 M | $80.2 M |
| 2022 Q4 | 37 | 3.42 M | $62.7 M |
| 2022 Q3 | 36 | 2.40 M | $43.7 M |
| 2022 Q2 | 34 | 2.80 M | $52.3 M |
| 2022 Q1 | 41 | 2.74 M | $61.0 M |
| 2021 Q4 | 36 | 2.46 M | $58.3 M |
| 2021 Q3 | 29 | 2.38 M | $52.7 M |
| 2021 Q2 | 30 | 2.66 M | $57.9 M |
| 2021 Q1 | 22 | 2.44 M | $50.1 M |
| 2020 Q4 | 11 | 515 k | $10.3 M |