Cambridge Investment Research Advisors’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Cambridge Investment Research 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
2024 Q4	–	Sell	-5,410	Closed	-$223K	–	3612
2024 Q3	$223K	Buy	+5,410	New	+$215K	﹤0.01%	3061
2022 Q2	–	Sell	-6,060	Closed	-$202K	–	3231
2022 Q1	$202K	Sell	6,060 -50	-0.8%	-$1.66K	﹤0.01%	2868
2021 Q4	$216K	Buy	+6,110	New	+$207K	﹤0.01%	2825
2021 Q3	–	Sell	-6,693	Closed	-$215K	–	3225
2021 Q2	$215K	Buy	+6,693	New	+$212K	﹤0.01%	2768

Other funds holding SHRY

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

SOS

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

CWA

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cambridge Investment Research Advisors's SHRY Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q4 2024, closing a stake of 5,410 shares — an estimated $223K sold.

Cambridge Investment Research Advisors first reported a position in SHRY in Q2 2021 and held it in 4 quarters. The position peaked at $223K in Q3 2024. 19 funds tracked by Wall St. Rank hold SHRY as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,410 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q4 2024, an estimated $223K.
Cambridge Investment Research Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2021 and held it in 4 quarters.
Cambridge Investment Research Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $223K in Q3 2024.
19 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.