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

Cetera Investment Advisers’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 Q2	–	Sell	-8,751	Closed	-$271K	–	2314
2023 Q1	$271K	Buy	8,751 +350	+4%	+$10.8K	﹤0.01%	1757
2022 Q4	$251K	Hold	8,401	–	–	﹤0.01%	1775
2022 Q3	$225K	Sell	8,401 -70	-0.8%	-$2.09K	﹤0.01%	1438
2022 Q2	$241K	Buy	8,471 +1,250	+17%	+$38.7K	﹤0.01%	1560
2022 Q1	$241K	Buy	+7,221	New	+$240K	﹤0.01%	1599

Other funds holding SHRY

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Cetera Investment Advisers's SHRY Position: Q2 2023 in Review

Cetera Investment Advisers sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2023, closing a stake of 8,751 shares — an estimated $271K sold.

Cetera Investment Advisers first reported a position in SHRY in Q1 2022 and held it in 5 quarters. The position peaked at $271K in Q1 2023. 17 funds tracked by Wall St. Rank hold SHRY as of Q2 2023.

Cetera Investment Advisers reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2023 after selling out during the quarter.
Cetera Investment Advisers sold 8,751 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2023, an estimated $271K.
Cetera Investment Advisers first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2022 and held it in 5 quarters.
Cetera Investment Advisers's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $271K in Q1 2023.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.