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Disclosery

FIRST TRUST ADVISORS LP: SXI position timeline

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

FIRST TRUST ADVISORS LP held 31,880 SXI 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 31,880 shares
    Change vs previous 13F +4,886 shares

    0.01% of the 13F portfolio, value $11,402,604.

    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 26,994 shares
    Change vs previous 13F -4,801 shares

    <0.01% of the 13F portfolio, value $6,879,751.

    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 31,795 shares
    Change vs previous 13F +17,747 shares

    0.01% of the 13F portfolio, value $6,908,468.

    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 14,048 shares
    Change vs previous 13F +5,942 shares

    <0.01% of the 13F portfolio, value $2,976,821.

    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 8,106 shares
    Change vs previous 13F -3,404 shares

    <0.01% of the 13F portfolio, value $1,268,456.

    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 11,510 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $1,857,598.

    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 11,614 shares
    Change vs previous 13F +1,673 shares

    <0.01% of the 13F portfolio, value $2,171,701.

    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 9,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,817,015.

    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).