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Disclosery

FIRST TRUST ADVISORS LP: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on IEX, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 491,135 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,135 shares
    Change vs previous 13F -181,694 shares

    0.07% of the 13F portfolio, value $111,462,871.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 672,829 shares
    Change vs previous 13F -204,149 shares

    0.09% of the 13F portfolio, value $127,534,645.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 876,978 shares
    Change vs previous 13F -125,479 shares

    0.11% of the 13F portfolio, value $156,049,505.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,002,457 shares
    Change vs previous 13F +58,595 shares

    0.12% of the 13F portfolio, value $163,159,813.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 943,862 shares
    Change vs previous 13F +65,215 shares

    0.13% of the 13F portfolio, value $165,713,881.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 878,647 shares
    Change vs previous 13F -178,030 shares

    0.14% of the 13F portfolio, value $159,008,741.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,056,677 shares
    Change vs previous 13F +105,960 shares

    0.19% of the 13F portfolio, value $221,151,848.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 950,717 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $203,928,791.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).