FSB Premier Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

FSB Premier Wealth 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
2026 Q1	$933K	Sell	21,469 -110	-0.5%	-$4.81K	0.29%	86
2025 Q4	$904K	Buy	21,579 +21	+0.1%	+$880	0.29%	88
2025 Q3	$925K	Buy	21,558 +13	+0.1%	+$552	0.3%	87
2025 Q2	$915K	Buy	21,545 +4	+0%	+$162	0.33%	82
2025 Q1	$874K	Buy	21,541 +2	+0%	+$81	0.34%	83
2024 Q4	$856K	Buy	21,539 +6	+0%	+$248	0.34%	79
2024 Q3	$889K	Buy	21,533 +2	+0%	+$79	0.36%	72
2024 Q2	$816K	Buy	21,531 +4	+0%	+$151	0.37%	66
2024 Q1	$823K	Sell	21,527 -1,940	-8%	-$69.2K	0.38%	60
2023 Q4	$809K	Sell	23,467 -594	-2%	-$19K	0.41%	56
2023 Q3	$744K	Sell	24,061 -4,023	-14%	-$130K	0.41%	52
2023 Q2	$910K	Sell	28,084 -36	-0.1%	-$1.11K	0.49%	45
2023 Q1	$871K	Sell	28,120 -8,994	-24%	-$278K	0.48%	46
2022 Q4	$1.11M	Sell	37,114 -505	-1%	-$14.9K	0.61%	39
2022 Q3	$1.01M	Sell	37,619 -31,528	-46%	-$942K	0.59%	39
2022 Q2	$1.97M	Sell	69,147 -5,295	-7%	-$164K	1.09%	22
2022 Q1	$2.39M	Sell	74,442 -139,366	-65%	-$4.63M	1.2%	21
2021 Q4	$7.55M	Sell	213,808 -11,079	-5%	-$375K	3.15%	7
2021 Q3	$7.18M	Sell	224,887 -37,800	-14%	-$1.24M	3.59%	7
2021 Q2	$8.46M	Buy	262,687 +1,559	+0.6%	+$49.3K	4.33%	6
2021 Q1	$7.9M	Sell	261,128 -2,963	-1%	-$85.6K	4.26%	6
2020 Q4	$7.22M	Buy	+264,091	New	+$6.84M	3.87%	6

Other funds holding SHRY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSB Premier Wealth Management's SHRY Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 0.51% in Q1 2026, selling an estimated $4.81K and leaving 21,469 shares worth $933K. The position accounts for 0.29% of the portfolio, ranked #86.

FSB Premier Wealth Management first reported a position in SHRY in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.46M in Q2 2021. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

FSB Premier Wealth Management held 21,469 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $933K as of Q1 2026.
FSB Premier Wealth Management sold 110 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2026, an estimated $4.81K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.29% of FSB Premier Wealth Management's portfolio in Q1 2026, its #86 holding.
FSB Premier Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2020 and has held it in 22 quarters since.
FSB Premier Wealth Management's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $8.46M in Q2 2021.
15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.