Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$111,463,088
-$16,071,648 QoQ
Shares Held
491,135
-27.0% QoQ
Ownership
0.666%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#33
of 665 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $4,787,915,225 across 46 Specialty Industrial Machinery names. IEX ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,125,697 | $1,331,922,005 | |
| 2 | GEV |
GE Vernova Inc.
|
1,010,178 | $1,186,817,725 | |
| 3 | DOV |
DOVER Corp
|
993,766 | $222,881,838 | |
| 4 | WTS |
Watts Water Technologies Inc
|
546,475 | $213,917,638 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
6,103,655 | $157,657,408 | |
| 6 | AOS |
Smith A O Corp
|
2,301,289 | $144,336,846 | |
| 7 | ITT |
Itt Inc.
|
605,838 | $119,810,522 | |
| 8 | IEX |
Idex Corp /De/
This page
|
491,135 | $111,463,088 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,463,088 | 491,135 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $127,534,736 | 672,829 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $156,049,465 | 876,978 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $163,159,901 | 1,002,457 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $165,713,851 | 943,862 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $159,008,747 | 878,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $221,151,929 | 1,056,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $203,928,796 | 950,717 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $153,851,604 | 764,670 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $115,229,904 | 472,215 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $89,102,812 | 410,404 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,188,300 | 351,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,862,046 | 347,775 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,227,402 | 360,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $97,051,209 | 425,048 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $74,599,008 | 373,275 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $55,169,749 | 303,748 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,098,917 | 344,750 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $72,858,401 | 308,304 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $60,917,180 | 294,357 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $221,657,245 | 1,007,304 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $47,866,878 | 228,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $34,634,904 | 173,870 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $30,826,560 | 168,996 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $25,928,516 | 164,063 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $22,064,315 | 159,759 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||