FSB Premier Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $856K | Buy |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $910K | Sell |
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|
2023
Q1 | $871K | Sell |
|
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.39M | Sell |
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|
2021
Q4 | $7.55M | Sell |
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|
2021
Q3 | $7.18M | Sell |
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|
2021
Q2 | $8.46M | Buy |
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|
2021
Q1 | $7.9M | Sell |
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|
2020
Q4 | $7.22M | Buy |
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