Position in SYM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,414,062
-$8,792,101 QoQ
Shares Held
308,535
-27.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $4,071,047,467 across 45 Specialty Industrial Machinery names. SYM ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
958,698 | $836,847,484 | |
| 2 | ETN |
Eaton Corp plc
|
2,296,924 | $821,540,807 | |
| 3 | DOV |
DOVER Corp
|
2,241,753 | $467,293,412 | |
| 4 | MWA |
Mueller Water Products, Inc.
|
6,036,679 | $165,948,305 | |
| 5 | WTS |
Watts Water Technologies Inc
|
545,404 | $158,325,326 | |
| 6 | AOS |
Smith A O Corp
|
2,168,894 | $143,016,870 | |
| 7 | GGG |
Graco Inc
|
1,535,923 | $130,015,881 | |
| 8 | IEX |
Idex Corp /De/
|
672,829 | $127,534,736 |
All Filings in SYM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,414,062 | 308,535 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,206,163 | 423,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,920,031 | 351,021 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,858,186 | 279,490 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,050,157 | 348,845 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,470,682 | 357,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,921,241 | 611,777 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,529,421 | 327,913 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,201,665 | 560,037 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,190,465 | 510,237 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,847,892 | 354,409 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,954,715 | 652,995 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,537,584 | 286,234 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||