First Trust Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $128M | Sell |
672,829
-204,149
| -23% | -$40.3M | 0.09% | 277 |
|
|
2025
Q4 | $156M | Sell |
876,978
-125,479
| -13% | -$21.4M | 0.11% | 218 |
|
|
2025
Q3 | $163M | Buy |
1,002,457
+58,595
| +6% | +$9.9M | 0.12% | 200 |
|
|
2025
Q2 | $166M | Buy |
943,862
+65,215
| +7% | +$11.6M | 0.13% | 178 |
|
|
2025
Q1 | $159M | Sell |
878,647
-178,030
| -17% | -$35.4M | 0.14% | 177 |
|
|
2024
Q4 | $221M | Buy |
1,056,677
+105,960
| +11% | +$23.2M | 0.19% | 133 |
|
|
2024
Q3 | $204M | Buy |
950,717
+186,047
| +24% | +$37.5M | 0.19% | 144 |
|
|
2024
Q2 | $154M | Buy |
764,670
+292,455
| +62% | +$63.9M | 0.16% | 166 |
|
|
2024
Q1 | $115M | Buy |
472,215
+61,811
| +15% | +$14M | 0.12% | 198 |
|
|
2023
Q4 | $89.1M | Buy |
410,404
+58,571
| +17% | +$11.8M | 0.1% | 253 |
|
|
2023
Q3 | $73.2M | Buy |
351,833
+4,058
| +1% | +$880K | 0.09% | 298 |
|
|
2023
Q2 | $74.9M | Sell |
347,775
-12,470
| -3% | -$2.62M | 0.09% | 327 |
|
|
2023
Q1 | $83.2M | Sell |
360,245
-64,803
| -15% | -$14.7M | 0.1% | 293 |
|
|
2022
Q4 | $97.1M | Buy |
425,048
+51,773
| +14% | +$11.6M | 0.12% | 245 |
|
|
2022
Q3 | $74.6M | Buy |
373,275
+69,527
| +23% | +$14.1M | 0.1% | 294 |
|
|
2022
Q2 | $55.2M | Sell |
303,748
-41,002
| -12% | -$7.73M | 0.07% | 427 |
|
|
2022
Q1 | $66.1M | Buy |
344,750
+36,446
| +12% | +$7.39M | 0.07% | 412 |
|
|
2021
Q4 | $72.9M | Buy |
308,304
+13,947
| +5% | +$3.17M | 0.07% | 360 |
|
|
2021
Q3 | $60.9M | Sell |
294,357
-712,947
| -71% | -$158M | 0.07% | 403 |
|
|
2021
Q2 | $222M | Buy |
1,007,304
+778,626
| +340% | +$172M | 0.24% | 100 |
|
|
2021
Q1 | $47.9M | Buy |
228,678
+54,808
| +32% | +$10.9M | 0.06% | 445 |
|
|
2020
Q4 | $34.6M | Buy |
173,870
+4,874
| +3% | +$927K | 0.05% | 486 |
|
|
2020
Q3 | $30.8M | Buy |
168,996
+4,933
| +3% | +$854K | 0.05% | 437 |
|
|
2020
Q2 | $25.9M | Buy |
164,063
+4,304
| +3% | +$658K | 0.04% | 482 |
|
|
2020
Q1 | $22.1M | Sell |
159,759
-10,249
| -6% | -$1.61M | 0.05% | 473 |
|
|
2019
Q4 | $29.2M | Sell |
170,008
-68,024
| -29% | -$11M | 0.05% | 499 |
|
|
2019
Q3 | $39M | Buy |
238,032
+107,004
| +82% | +$17.8M | 0.07% | 412 |
|
|
2019
Q2 | $22.6M | Buy |
131,028
+12,687
| +11% | +$1.99M | 0.04% | 529 |
|
|
2019
Q1 | $18M | Sell |
118,341
-26,282
| -18% | -$3.72M | 0.04% | 562 |
|
|
2018
Q4 | $18.3M | Buy |
144,623
+2,901
| +2% | +$388K | 0.04% | 532 |
|
|
2018
Q3 | $21.4M | Sell |
141,722
-152,891
| -52% | -$22.8M | 0.04% | 595 |
|
|
2018
Q2 | $40.2M | Buy |
294,613
+28,544
| +11% | +$3.99M | 0.08% | 282 |
|
|
2018
Q1 | $37.9M | Sell |
266,069
-51,010
| -16% | -$7.12M | 0.09% | 275 |
|
|
2017
Q4 | $41.8M | Buy |
317,079
+24,065
| +8% | +$3.1M | 0.1% | 244 |
|
|
2017
Q3 | $35.6M | Buy |
293,014
+121,367
| +71% | +$14.2M | 0.09% | 256 |
|
|
2017
Q2 | $19.4M | Buy |
171,647
+43,856
| +34% | +$4.61M | 0.05% | 517 |
|
|
2017
Q1 | $11.9M | Sell |
127,791
-103,330
| -45% | -$9.49M | 0.03% | 703 |
|
|
2016
Q4 | $20.8M | Buy |
231,121
+128,695
| +126% | +$11.6M | 0.06% | 441 |
|
|
2016
Q3 | $9.58M | Buy |
102,426
+4,335
| +4% | +$391K | 0.03% | 757 |
|
|
2016
Q2 | $8.05M | Buy |
98,091
+24,250
| +33% | +$2.02M | 0.03% | 773 |
|
|
2016
Q1 | $6.12M | Sell |
73,841
-9,393
| -11% | -$704K | 0.02% | 863 |
|
|
2015
Q4 | $6.38M | Sell |
83,234
-3,150
| -4% | -$241K | 0.02% | 862 |
|
|
2015
Q3 | $6.16M | Sell |
86,384
-34,487
| -29% | -$2.54M | 0.02% | 874 |
|
|
2015
Q2 | $9.5M | Buy |
120,871
+14,408
| +14% | +$1.12M | 0.02% | 770 |
|
|
2015
Q1 | $8.07M | Sell |
106,463
-19,151
| -15% | -$1.44M | 0.02% | 823 |
|
|
2014
Q4 | $9.78M | Sell |
125,614
-143,967
| -53% | -$10.7M | 0.03% | 717 |
|
|
2014
Q3 | $19.5M | Buy |
269,581
+125,597
| +87% | +$9.69M | 0.08% | 369 |
|
|
2014
Q2 | $11.6M | Sell |
143,984
-90,473
| -39% | -$6.84M | 0.05% | 596 |
|
|
2014
Q1 | $17.1M | Sell |
234,457
-5,002
| -2% | -$364K | 0.08% | 392 |
|
|
2013
Q4 | $17.7M | Buy |
239,459
+156,541
| +189% | +$10.9M | 0.09% | 339 |
|
|
2013
Q3 | $5.41M | Sell |
82,918
-26,114
| -24% | -$1.58M | 0.03% | 842 |
|
|
2013
Q2 | $5.87M | Buy |
+109,032
| New | +$5.81M | 0.04% | 685 |
|
Other funds holding IEX
VCM
VPM
