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Disclosery

FIRST TRUST ADVISORS LP: INVX position timeline

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

FIRST TRUST ADVISORS LP held 442,679 INVX 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 442,679 shares
    Change vs previous 13F +254,701 shares

    0.01% of the 13F portfolio, value $10,978,439.

    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 187,978 shares
    Change vs previous 13F -24,251 shares

    <0.01% of the 13F portfolio, value $4,584,783.

    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 212,229 shares
    Change vs previous 13F -9,644 shares

    <0.01% of the 13F portfolio, value $4,641,448.

    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 221,873 shares
    Change vs previous 13F +38,075 shares

    <0.01% of the 13F portfolio, value $4,113,525.

    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 183,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,870,924.

    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).