Goldman Sachs’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Goldman Sachs’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	$835K	Sell	19,223 -1,120	-6%	-$48.9K	﹤0.01%	5227
2025 Q4	$853K	Hold	20,343	–	–	﹤0.01%	5248
2025 Q3	$873K	Hold	20,343	–	–	﹤0.01%	5120
2025 Q2	$864K	Hold	20,343	–	–	﹤0.01%	4804
2025 Q1	$825K	Hold	20,343	–	–	﹤0.01%	4831
2024 Q4	$808K	Hold	20,343	–	–	﹤0.01%	4961
2024 Q3	$840K	Hold	20,343	–	–	﹤0.01%	4756
2024 Q2	$771K	Hold	20,343	–	–	﹤0.01%	4581
2024 Q1	$777K	Hold	20,343	–	–	﹤0.01%	4502
2023 Q4	$702K	Hold	20,343	–	–	﹤0.01%	4573
2023 Q3	$629K	Hold	20,343	–	–	﹤0.01%	4539
2023 Q2	$659K	Hold	20,343	–	–	﹤0.01%	4586
2023 Q1	$630K	Hold	20,343	–	–	﹤0.01%	4698
2022 Q4	$607K	Hold	20,343	–	–	﹤0.01%	4759
2022 Q3	$544K	Hold	20,343	–	–	﹤0.01%	4916
2022 Q2	$579K	Hold	20,343	–	–	﹤0.01%	4983
2022 Q1	$679K	Hold	20,343	–	–	﹤0.01%	5127
2021 Q4	$718K	Hold	20,343	–	–	﹤0.01%	5102
2021 Q3	$649K	Buy	+20,343	New	+$666K	﹤0.01%	5038

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

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

Goldman Sachs's SHRY Position: Q1 2026 in Review

Goldman Sachs reduced its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 5.5% in Q1 2026, selling an estimated $48.9K and leaving 19,223 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #5227.

Goldman Sachs first reported a position in SHRY in Q3 2021 and has held it in 19 quarters since. The position peaked at $873K in Q3 2025. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

Goldman Sachs held 19,223 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $835K as of Q1 2026.
Goldman Sachs sold 1,120 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2026, an estimated $48.9K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5227 holding.
Goldman Sachs first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2021 and has held it in 19 quarters since.
Goldman Sachs's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $873K in Q3 2025.
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 Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.