CWA
Clarus Wealth Advisors’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,338
| Closed | -$290K | – | 137 |
|
|
2024
Q4 | $290K | Sell |
7,338
-172
| -2% | -$6.8K | 0.14% | 99 |
|
|
2024
Q3 | $307K | Sell |
7,510
-260
| -3% | -$10.6K | 0.16% | 97 |
|
|
2024
Q2 | $298K | Sell |
7,770
-833
| -10% | -$31.9K | 0.16% | 95 |
|
|
2024
Q1 | $320K | Sell |
8,603
-2,687
| -24% | -$100K | 0.18% | 97 |
|
|
2023
Q4 | $384K | Buy |
+11,290
| New | +$384K | 0.23% | 82 |
|
|
2023
Q2 | $383K | Buy |
+11,984
| New | +$383K | 0.23% | 83 |
|
|
2019
Q2 | – | Sell |
-550
| Closed | -$12K | – | 710 |
|
|
2019
Q1 | $12K | Buy |
550
+150
| +38% | +$3.27K | 0.01% | 502 |
|
|
2018
Q4 | $8K | Buy |
+400
| New | +$8K | 0.01% | 544 |
|