Global Retirement Partners’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Global Retirement Partners’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 Q2	$10.7K	Buy	+250	New	+$10.9K	﹤0.01%	3356
2025 Q4	$10.5K	Hold	250	–	–	﹤0.01%	3136
2025 Q3	$10.7K	Hold	250	–	–	﹤0.01%	2674
2025 Q2	$10.6K	Buy	+250	New	+$10.1K	﹤0.01%	2586
2024 Q4	$9.94K	Hold	250	–	–	﹤0.01%	2402
2024 Q3	$10.3K	Hold	250	–	–	﹤0.01%	2289
2024 Q2	$9.47K	Sell	250 -159	-39%	-$5.98K	﹤0.01%	2349
2024 Q1	$15.6K	Hold	409	–	–	﹤0.01%	1914
2023 Q4	$13.9K	Hold	409	–	–	﹤0.01%	1927
2023 Q3	$12.5K	Sell	409 -1	-0.2%	-$32	﹤0.01%	1859
2023 Q2	$13.3K	Sell	410 -256	-38%	-$7.91K	﹤0.01%	1856
2023 Q1	$20.2K	Buy	666 +257	+63%	+$7.95K	﹤0.01%	1636
2022 Q4	$12.2K	Hold	409	–	–	﹤0.01%	1697
2022 Q3	$12K	Buy	409 +250	+157%	+$7.47K	﹤0.01%	1626
2022 Q2	$5K	Hold	159	–	–	﹤0.01%	1925
2022 Q1	$5K	Buy	+159	New	+$5.28K	﹤0.01%	1924

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Global Retirement Partners's SHRY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2026: 250 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #3356 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHRY as recently as Q4 2025.

Global Retirement Partners first reported a position in SHRY in Q1 2022 and has held it in 16 quarters since. The position peaked at $20.2K in Q1 2023. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2026.

Global Retirement Partners held 250 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $10.7K as of Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3356 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $20.2K in Q1 2023.
16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.