Position in IX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,537,610
+$541,056 QoQ
Shares Held
66,709
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 320 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $90,189,675 across 3 Financial Conglomerates names. IX ranks #3 (2.8% of the industry book) .
All Filings in IX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537,610 | 66,709 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,996,554 | 66,574 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,605,785 | 54,955 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,321,175 | 50,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,539,399 | 68,357 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,490,041 | 71,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,846,914 | 17,386 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||