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

Citadel 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
2025
Q2 		– Sell
-5,604
Closed -$227K – 15489
2025
Q1 		$227K Sell
5,604
-3,711
-40% -$151K ﹤0.01% 10200
2024
Q4 		$370K Sell
9,315
-1,562
-14% -$64.7K ﹤0.01% 9232
2024
Q3 		$449K Sell
10,877
-23,394
-68% -$929K ﹤0.01% 8494
2024
Q2 		$1.3M Buy
34,271
+840
+3% +$31.6K ﹤0.01% 6099
2024
Q1 		$1.28M Buy
33,431
+522
+2% +$18.6K ﹤0.01% 6429
2023
Q4 		$1.13M Buy
+32,909
New +$1.05M ﹤0.01% 6429
2023
Q2 		– Sell
-16,354
Closed -$507K – 15369
2023
Q1 		$507K Sell
16,354
-12,672
-44% -$392K ﹤0.01% 8278
2022
Q4 		$866K Sell
29,026
-6,729
-19% -$199K ﹤0.01% 7081
2022
Q3 		$957K Buy
35,755
+1,917
+6% +$57.3K ﹤0.01% 7087
2022
Q2 		$963K Buy
+33,838
New +$1.05M ﹤0.01% 7105

Other funds holding SHRY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Citadel Advisors's SHRY Position: Q2 2025 in Review

Citadel Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2025, closing a stake of 5,604 shares — an estimated $227K sold.

Citadel Advisors first reported a position in SHRY in Q2 2022 and held it in 10 quarters. The position peaked at $1.3M in Q2 2024. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2025.

  • Citadel Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 5,604 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2025, an estimated $227K.
  • Citadel Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2022 and held it in 10 quarters.
  • Citadel Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $1.3M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.