First Trust Advisors
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First Trust Advisors’s Symbotic SYM Stock Holding History

First Trust Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.9M Sell
2025
Q1 		$7.05M Sell
2024
Q4 		$8.47M Sell
2024
Q3 		$14.9M Buy
2024
Q2 		$11.5M Sell
2024
Q1 		$25.2M Buy
2023
Q4 		$26.2M Buy
2023
Q3 		$11.8M Sell
2023
Q2 		$28M Buy
2023
Q1 		$6.54M Buy