Atria Wealth Solutions’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-7,452	Closed	-$231K	–	2038
2023 Q3	$231K	Buy	7,452 +19	+0.3%	+$616	﹤0.01%	1595
2023 Q2	$241K	Sell	7,433 -1,215	-14%	-$37.5K	﹤0.01%	1577
2023 Q1	$268K	Sell	8,648 -1,336	-13%	-$41.3K	﹤0.01%	1483
2022 Q4	$298K	Sell	9,984 -2,509	-20%	-$74.2K	﹤0.01%	1364
2022 Q3	$334K	Sell	12,493 -206	-2%	-$6.16K	0.01%	1236
2022 Q2	$362K	Buy	+12,699	New	+$393K	0.01%	1124

Other funds holding SHRY

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Atria Wealth Solutions's SHRY Position: Q4 2023 in Review

Atria Wealth Solutions sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q4 2023, closing a stake of 7,452 shares — an estimated $231K sold.

Atria Wealth Solutions first reported a position in SHRY in Q2 2022 and held it in 6 quarters. The position peaked at $362K in Q2 2022. 19 funds tracked by Wall St. Rank hold SHRY as of Q4 2023.

Atria Wealth Solutions reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 7,452 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q4 2023, an estimated $231K.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2022 and held it in 6 quarters.
Atria Wealth Solutions's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $362K in Q2 2022.
19 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.