Position in CALX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,315,050
+$1,536,485 QoQ
Shares Held
115,623
+103.9% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 287 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $15,506,182,036 across 73 Software - Infrastructure names. CALX ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,255,509 | $1,792,233,679 | |
| 2 | MSFT |
Microsoft Corp
|
4,667,043 | $1,740,900,379 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,815,814 | $1,661,525,346 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,601,936 | $1,450,335,359 | |
| 5 | NET |
Cloudflare, Inc.
|
3,756,643 | $921,429,395 | |
| 6 | ORCL |
Oracle Corp
|
5,336,948 | $782,129,729 | |
| 7 | FFIV |
F5, Inc.
|
1,540,207 | $640,664,503 | |
| 8 | OKTA |
Okta, Inc.
|
4,497,939 | $613,743,776 |
All Filings in CALX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,315,050 | 115,623 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,778,565 | 56,717 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,882,263 | 92,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $409,767 | 6,677 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $588,350 | 16,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $421,927 | 12,724 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $466,259 | 10,672 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,635,433 | 35,677 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $442,851 | 8,873 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,653,240 | 49,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,741,446 | 69,289 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,918,756 | 31,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,036,626 | 30,364 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,769,111 | 64,533 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,936,167 | 111,744 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,866,896 | 118,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,311,960 | 153,936 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $6,049,001 | 174,524 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,764,962 | 160,113 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||