Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33740U497 since 12/18/2024, largest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
| Precedent Wealth Partners, LLC 13G | 28.3% |
7/2/2026
Event 6/30/2026
|
|
|
First Trust Portfolios L.P.
13G/A
|
16.3% |
10/7/2026
Event 9/30/2026
|
|
| First Trust Portfolios L.P. | 16.3% | ||
| First Trust Advisors L.P. | 16.3% | ||
| The Charger Corporation | 16.3% |