Position in SYM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,476,279
-$2,937,783 QoQ
Shares Held
299,806
-2.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 414 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM 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. SYM ranks #29 (0.3% 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/
|
491,135 | $111,463,088 |
All Filings in SYM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,476,279 | 299,806 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||