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

Clarus Wealth 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 Q1	–	Sell	-7,338	Closed	-$290K	–	137
2024 Q4	$290K	Sell	7,338 -172	-2%	-$7.12K	0.14%	99
2024 Q3	$307K	Sell	7,510 -260	-3%	-$10.3K	0.16%	97
2024 Q2	$298K	Sell	7,770 -833	-10%	-$31.3K	0.16%	95
2024 Q1	$320K	Sell	8,603 -2,687	-24%	-$95.9K	0.18%	97
2023 Q4	$384K	Buy	+11,290	New	+$360K	0.23%	82
2023 Q2	$383K	Buy	+11,984	New	+$370K	0.23%	83
2019 Q2	–	Sell	-550	Closed	-$12K	–	710
2019 Q1	$12K	Buy	550 +150	+38%	+$3.2K	0.01%	502
2018 Q4	$8K	Buy	+400	New	+$8.41K	0.01%	544

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

SOS

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Clarus Wealth Advisors's SHRY Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2025, closing a stake of 7,338 shares — an estimated $290K sold.

Clarus Wealth Advisors first reported a position in SHRY in Q4 2018 and held it in 8 quarters. The position peaked at $384K in Q4 2023. 17 funds tracked by Wall St. Rank hold SHRY as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 7,338 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2025, an estimated $290K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2018 and held it in 8 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $384K in Q4 2023.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.