Position in SXI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,402,519
+$4,522,829 QoQ
Shares Held
31,880
+18.1% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 328 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SXI 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. SXI ranks #31 (0.2% 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/
|
491,135 | $111,463,088 |
All Filings in SXI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,402,519 | 31,880 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,879,690 | 26,994 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,908,417 | 31,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,976,771 | 14,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,268,426 | 8,106 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,857,598 | 11,510 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,171,701 | 11,614 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,817,015 | 9,941 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,704,097 | 16,780 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,803,454 | 15,385 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,678,850 | 23,228 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,744,961 | 25,705 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,799,176 | 26,855 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $221,023 | 2,212 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $242,788 | 2,194 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $214,337 | 2,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,225 | 2,215 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $209,680 | 2,194 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $920,051 | 15,987 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $845,545 | 17,249 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||