Advisor Group
SHRY icon

Advisor Group’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Advisor Group’s Portfolio SHRY Stock Details SHRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Hold
108
– – ﹤0.01% 4896
2019
Q3 		$3K Buy
+108
New +$2.48K ﹤0.01% 4882

Other funds holding SHRY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Advisor Group's SHRY Position: Q4 2019 in Review

Advisor Group held its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) position steady in Q4 2019 at 108 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4896.

Advisor Group first reported a position in SHRY in Q3 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SHRY as of Q4 2019.

  • Advisor Group held 108 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $3K as of Q4 2019.
  • Advisor Group left its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF share count unchanged in Q4 2019.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4896 holding.
  • Advisor Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2019 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.