Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33740U554 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
17.6% |
10/19/2026
Event 9/30/2026
|
||
| First Trust Portfolios L.P. | 17.6% | |||
| First Trust Advisors L.P. | 17.6% | |||
| The Charger Corporation | 17.6% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Foundations Investment Advisors, LLC 13G/A | 0.1% |
2/5/2025
Event 1/31/2025
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 18 | 282 k | $9.42 M |
| 2026 Q2 | 31 | 493 k | $16.2 M |
| 2026 Q1 | 32 | 555 k | $15.9 M |
| 2025 Q4 | 30 | 495 k | $14.9 M |
| 2025 Q3 | 33 | 462 k | $14.5 M |
| 2025 Q2 | 32 | 450 k | $13.9 M |
| 2025 Q1 | 26 | 429 k | $12.8 M |
| 2024 Q4 | 27 | 745 k | $22.2 M |
| 2024 Q3 | 15 | 365 k | $10.8 M |