American Portfolios Advisors’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

American Portfolios Advisors’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
2022 Q3	$113K	Sell	4,220 -507	-11%	-$15.1K	﹤0.01%	1287
2022 Q2	$135K	Sell	4,727 -1,546	-25%	-$47.8K	0.01%	1251
2022 Q1	$209K	Sell	6,273 -148	-2%	-$4.91K	0.01%	1141
2021 Q4	$227K	Sell	6,421 -665	-9%	-$22.5K	0.01%	1092
2021 Q3	$226K	Sell	7,086 -322	-4%	-$10.5K	0.01%	1057
2021 Q2	$238K	Sell	7,408 -1,656	-18%	-$52.4K	0.01%	1037
2021 Q1	$274K	Sell	9,064 -1,426	-14%	-$41.2K	0.01%	898
2020 Q4	$287K	Sell	10,490 -1,292	-11%	-$33.5K	0.01%	759
2020 Q3	$282K	Buy	11,782 +244	+2%	+$5.79K	0.02%	678
2020 Q2	$260K	Buy	11,538 +7,499	+186%	+$161K	0.02%	655
2020 Q1	$76.1K	Buy	+4,039	New	+$93.2K	0.01%	989

Other funds holding SHRY

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

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

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

FPWM

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

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

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

SOS

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

American Portfolios Advisors's SHRY Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 11% in Q3 2022, selling an estimated $15.1K and leaving 4,220 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

American Portfolios Advisors first reported a position in SHRY in Q1 2020 and has held it in 11 quarters since. The position peaked at $287K in Q4 2020. 23 funds tracked by Wall St. Rank hold SHRY as of Q3 2022.

American Portfolios Advisors held 4,220 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $113K as of Q3 2022.
American Portfolios Advisors sold 507 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q3 2022, an estimated $15.1K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1287 holding.
American Portfolios Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $287K in Q4 2020.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.