Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33740U828 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
31.5% |
7/7/2026
Event 6/30/2026
|
||
| First Trust Portfolios L.P. | 31.5% | |||
| First Trust Advisors L.P. | 31.5% | |||
| The Charger Corporation | 31.5% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Brookstone Capital Management 13G/A | 4.2% |
1/8/2025
Event 12/31/2024
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 10 | 230 k | $4.82 M |
| 2026 Q2 | 61 | 1.97 M | $52.7 M |
| 2026 Q1 | 66 | 2.48 M | $62.8 M |
| 2025 Q4 | 70 | 3.26 M | $84.6 M |
| 2025 Q3 | 53 | 3.04 M | $77.4 M |
| 2025 Q2 | 52 | 3.30 M | $80.4 M |
| 2025 Q1 | 51 | 3.79 M | $85.5 M |
| 2024 Q4 | 46 | 2.00 M | $43.5 M |
| 2024 Q3 | 38 | 1.41 M | $32.1 M |
| 2024 Q2 | 34 | 1.33 M | $28.8 M |
| 2024 Q1 | 32 | 1.23 M | $26.4 M |
| 2023 Q4 | 33 | 1.14 M | $23.6 M |
| 2023 Q3 | 19 | 650 k | $12.5 M |
| 2023 Q2 | 17 | 549 k | $10.9 M |
| 2023 Q1 | 23 | 906 k | $17.5 M |
| 2022 Q4 | 21 | 897 k | $16.2 M |
| 2022 Q3 | 13 | 527 k | $8.36 M |
| 2022 Q2 | 13 | 164 k | $2.84 M |
| 2022 Q1 | 14 | 176 k | $3.36 M |
| 2021 Q4 | 13 | 143 k | $2.82 M |
| 2021 Q3 | 6 | 106 k | $2.08 M |