Independent Advisor Alliance’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-6,710	Closed	-$292K	–	1653
2026 Q1	$292K	Buy	+6,710	New	+$293K	﹤0.01%	1331
2025 Q1	–	Sell	-6,283	Closed	-$250K	–	1398
2024 Q4	$250K	Buy	+6,283	New	+$260K	﹤0.01%	1206
2020 Q1	–	Sell	-20,440	Closed	-$510K	–	891
2019 Q4	$510K	Buy	+20,440	New	+$487K	0.02%	528

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Independent Advisor Alliance's SHRY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2026, closing a stake of 6,710 shares — an estimated $292K sold.

Independent Advisor Alliance first reported a position in SHRY in Q4 2019 and held it in 3 quarters. The position peaked at $510K in Q4 2019. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 6,710 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2026, an estimated $292K.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $510K in Q4 2019.
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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.