Ahrens Investment Partners’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$319K	Hold	10,281	–	–	0.16%	104
2022 Q4	$307K	Sell	10,281 -5,910	-37%	-$175K	0.14%	116
2022 Q3	$433K	Sell	16,191 -13,649	-46%	-$408K	0.23%	79
2022 Q2	$849K	Sell	29,840 -50	-0.2%	-$1.55K	0.37%	59
2022 Q1	$998K	Hold	29,890	–	–	0.31%	67
2021 Q4	$1.06M	Sell	29,890 -503	-2%	-$17K	0.47%	48
2021 Q3	$970K	Hold	30,393	–	–	0.46%	59
2021 Q2	$978K	Hold	30,393	–	–	0.45%	58
2021 Q1	$920K	Sell	30,393 -300	-1%	-$8.67K	0.46%	66
2020 Q4	$839K	Hold	30,693	–	–	0.45%	62
2020 Q3	$735K	Hold	30,693	–	–	0.49%	56
2020 Q2	$692K	Hold	30,693	–	–	0.42%	55
2020 Q1	$578K	Sell	30,693 -85	-0.3%	-$1.96K	0.41%	52
2019 Q4	$768K	Sell	30,778 -293	-0.9%	-$6.99K	0.32%	63
2019 Q3	$721K	Sell	31,071 -443	-1%	-$10.2K	0.32%	61
2019 Q2	$718K	Sell	31,514 -1,397	-4%	-$31.3K	0.33%	56
2019 Q1	$728K	Buy	+32,911	New	+$702K	0.33%	55

Other funds holding SHRY

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ahrens Investment Partners's SHRY Position: Q1 2023 in Review

Ahrens Investment Partners held its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) position steady in Q1 2023 at 10,281 shares worth $319K. The position accounts for 0.16% of the portfolio, ranked #104.

Ahrens Investment Partners first reported a position in SHRY in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2021. 20 funds tracked by Wall St. Rank hold SHRY as of Q1 2023.

Ahrens Investment Partners held 10,281 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $319K as of Q1 2023.
Ahrens Investment Partners left its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF share count unchanged in Q1 2023.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.16% of Ahrens Investment Partners's portfolio in Q1 2023, its #104 holding.
Ahrens Investment Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2019 and has held it in 17 quarters since.
Ahrens Investment Partners's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $1.06M in Q4 2021.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.