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
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 $377B AUM 19.32% 1-Year Est. Return

FPWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

SOS

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG Advisory's SHRY Position: Q1 2022 in Review

IFG Advisory sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2022, closing a stake of 7,124 shares — an estimated $251K sold.

IFG Advisory first reported a position in SHRY in Q3 2020 and held it in 6 quarters. The position peaked at $305K in Q2 2021. 20 funds tracked by Wall St. Rank hold SHRY as of Q1 2022.

IFG Advisory reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2022 after selling out during the quarter.
IFG Advisory sold 7,124 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2022, an estimated $251K.
IFG Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q3 2020 and held it in 6 quarters.
IFG Advisory's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $305K in Q2 2021.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.