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Disclosery

FIRST TRUST ADVISORS LP: SYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SYM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 299,806 SYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,806 shares
    Change vs previous 13F -8,729 shares

    0.01% of the 13F portfolio, value $13,476,279.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 308,535 shares
    Change vs previous 13F -115,098 shares

    0.01% of the 13F portfolio, value $16,414,062.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 423,633 shares
    Change vs previous 13F +72,612 shares

    0.02% of the 13F portfolio, value $25,206,163.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 351,021 shares
    Change vs previous 13F +71,531 shares

    0.01% of the 13F portfolio, value $18,920,031.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 279,490 shares
    Change vs previous 13F -69,355 shares

    0.01% of the 13F portfolio, value $10,858,186.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 348,845 shares
    Change vs previous 13F -8,417 shares

    0.01% of the 13F portfolio, value $7,050,157.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 357,262 shares
    Change vs previous 13F -254,515 shares

    0.01% of the 13F portfolio, value $8,470,682.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 611,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,921,241.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).