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

IFP Advisors’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
2023 Q1	–	Sell	-2,068	Closed	-$46K	–	4481
2022 Q4	$46K	Sell	2,068 -766	-27%	-$22.7K	﹤0.01%	2305
2022 Q3	$63K	Buy	2,834 +158	+6%	+$4.72K	﹤0.01%	2202
2022 Q2	$60K	Hold	2,676	–	–	﹤0.01%	2028
2022 Q1	$60K	Buy	+2,676	New	+$88.8K	﹤0.01%	2028

Other funds holding SHRY

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

IFP Advisors's SHRY Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2023, closing a stake of 2,068 shares — an estimated $46K sold.

IFP Advisors first reported a position in SHRY in Q1 2022 and held it in 4 quarters. The position peaked at $63K in Q3 2022. 20 funds tracked by Wall St. Rank hold SHRY as of Q1 2023.

IFP Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,068 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2023, an estimated $46K.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $63K in Q3 2022.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.