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
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 $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

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Global Retirement Partners's SHRY Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) position steady in Q4 2025 at 250 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Global Retirement Partners first reported a position in SHRY in Q1 2022 and has held it in 15 quarters since. The position peaked at $20.2K in Q1 2023. 16 funds tracked by Wall St. Rank hold SHRY as of Q4 2025.

Global Retirement Partners held 250 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $10.5K as of Q4 2025.
Global Retirement Partners left its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3136 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 15 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 Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.