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

Harbour Investments’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	$63K	Buy	1,449 +875	+152%	+$38.2K	﹤0.01%	2204
2025 Q4	$24.1K	Sell	574 -60	-9%	-$2.51K	﹤0.01%	2337
2025 Q3	$27.2K	Hold	634	–	–	﹤0.01%	2195
2025 Q2	$26.9K	Hold	634	–	–	﹤0.01%	2099
2025 Q1	$25.7K	Hold	634	–	–	﹤0.01%	2074
2024 Q4	$25.2K	Hold	634	–	–	﹤0.01%	2014
2024 Q3	$26.1K	Hold	634	–	–	﹤0.01%	1936
2024 Q2	$24K	Sell	634 -174	-22%	-$6.55K	﹤0.01%	1871
2024 Q1	$30.9K	Hold	808	–	–	﹤0.01%	1754
2023 Q4	$27.9K	Hold	808	–	–	﹤0.01%	1716
2023 Q3	$25K	Sell	808 -110	-12%	-$3.57K	﹤0.01%	1646
2023 Q2	$29.7K	Sell	918 -373	-29%	-$11.5K	﹤0.01%	1597
2023 Q1	$40K	Sell	1,291 -65	-5%	-$2.01K	﹤0.01%	1450
2022 Q4	$40.5K	Sell	1,356 -939	-41%	-$27.8K	﹤0.01%	1382
2022 Q3	$65K	Hold	2,295	–	–	﹤0.01%	1161
2022 Q2	$65K	Buy	+2,295	New	+$71K	﹤0.01%	1161
2021 Q4	$81K	Sell	2,295 -1,325	-37%	-$44.9K	﹤0.01%	1062
2021 Q3	$116K	Sell	3,620 -355	-9%	-$11.6K	﹤0.01%	1301
2021 Q2	$128K	Hold	3,975	–	–	﹤0.01%	1268
2021 Q1	$120K	Buy	+3,975	New	+$115K	﹤0.01%	1218

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

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

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

Harbour Investments's SHRY Position: Q1 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) stake by 152% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,449 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Harbour Investments first reported a position in SHRY in Q1 2021 and has held it in 20 quarters since. The position peaked at $128K in Q2 2021. 15 funds tracked by Wall St. Rank hold SHRY as of Q1 2026.

Harbour Investments held 1,449 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $63K as of Q1 2026.
Harbour Investments bought 875 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2026, an estimated $38.2K.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2204 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $128K 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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.