Financial Advocates Investment Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Financial Advocates Investment Management’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
2022 Q1	–	Sell	-5,818	Closed	-$205K	–	830
2021 Q4	$205K	Buy	+5,818	New	+$197K	0.01%	726
2021 Q1	–	Sell	-8,554	Closed	-$234K	–	811
2020 Q4	$234K	Buy	8,554 +8	+0.1%	+$207	0.02%	637
2020 Q3	$205K	Buy	+8,546	New	+$203K	0.02%	582

Other funds holding SHRY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's SHRY Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2022, closing a stake of 5,818 shares — an estimated $205K sold.

Financial Advocates Investment Management first reported a position in SHRY in Q3 2020 and held it in 3 quarters. The position peaked at $234K in Q4 2020. 20 funds tracked by Wall St. Rank hold SHRY as of Q1 2022.

Financial Advocates Investment Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 5,818 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2022, an estimated $205K.
Financial Advocates Investment Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2020 and held it in 3 quarters.
Financial Advocates Investment Management's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $234K in Q4 2020.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.