First Allied Advisory Services’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-2,427	Closed	-$56K	–	1630
2019 Q3	$56K	Buy	+2,427	New	+$55.7K	﹤0.01%	1338

Other funds holding SHRY

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

AIP

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

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

First Allied Advisory Services's SHRY Position: Q4 2019 in Review

First Allied Advisory Services sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q4 2019, closing a stake of 2,427 shares — an estimated $56K sold.

First Allied Advisory Services first reported a position in SHRY in Q3 2019 and held it in 1 quarter. The position peaked at $56K in Q3 2019. 12 funds tracked by Wall St. Rank hold SHRY as of Q4 2019.

First Allied Advisory Services reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,427 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q4 2019, an estimated $56K.
First Allied Advisory Services first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $56K in Q3 2019.
12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.