Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
2026
13 45 32 0.44%
2027
13 49 36 5.17%
2028
13 36 23 1.75%
FID icon
2029
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$154M
13 28 15 7.31%
2030
13 29 16 2.62%
2031
13 70 57 19.2%
2032
13 21 8 1.17%
2033
13 237 224 21.3%
2034
13 71 58 28.7%
2035
13 26 13 53.1%
NML
2036
Neuberger Energy Infrastructure and Income Fund Inc
NML
$584M
13 31 18 18.1%
2037
13 69 56 60.4%
2038
13 189 176 27.2%
2039
13 23 10 86.8%
2040
13 26 13 1.19%
2041
13 16 3 24.5%
2042
13 23 10 2%
2043
13 54 41 11.5%
2044
13 158 145 37.8%
2045
13 32 19 5%
2046
13 23 10 62.1%
2047
13 66 53 44.8%
2048
13 65 52 6.93%
2049
13 288 275 15.4%
2050
13 23 10 39.8%