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

IFG Advisory’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	$86.5K	Buy	+2,024	New	+$88.4K	﹤0.01%	1135
2022 Q1	–	Sell	-7,124	Closed	-$251K	–	530
2021 Q4	$251K	Sell	7,124 -1,614	-18%	-$54.7K	0.02%	433
2021 Q3	$278K	Sell	8,738 -762	-8%	-$24.9K	0.03%	409
2021 Q2	$305K	Sell	9,500 -9	-0.1%	-$285	0.03%	384
2021 Q1	$287K	Buy	9,509 +443	+5%	+$12.8K	0.04%	404
2020 Q4	$247K	Buy	9,066 +12	+0.1%	+$311	0.03%	391
2020 Q3	$216K	Buy	+9,054	New	+$215K	0.04%	381

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IFG Advisory's SHRY Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2026: 2,024 shares worth $86.5K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SHRY as recently as Q4 2021.

IFG Advisory first reported a position in SHRY in Q3 2020 and has held it in 7 quarters since. The position peaked at $305K in Q2 2021. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2026.

IFG Advisory held 2,024 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $86.5K as of Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF was a new IFG Advisory position in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1135 holding.
IFG Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2020 and has held it in 7 quarters since.
IFG Advisory's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $305K in Q2 2021.
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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.